Union Gold ETF FoF IDCW-R
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation25.8%
Sharpe Ratio0.82
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Top Stock Holdings
CompanySectorAllocation
Union Gold ETFUtilities99.37%
TrepsUtilities1.99%
Net Receivable / PayableUtilities-1.36%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.57%
Regulatory & Tax Information
INF582M01KV8
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)