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Children's · Solution Oriented

Union Childrens Fund

Fund house not on record
Benchmark
BSE 500 TRI
Riskometer
Very High
Size
₹90 cr
Allotted
19 Dec 2023
Holdings as of
Not on record

Union Childrens Fund is a children's fund with ₹90 cr under management. It is ahead of its benchmark (BSE 500 TRI) in 1 of 1 periods. Its direct plan charges 1.45% a year. Parijat Agrawal has managed it for 2.8 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Union Childrens Fund beaten its benchmark?

Ahead of its benchmark, BSE 500 TRI, in 1 of 1 periods in AMFI's figures; −1.55% over the last year against −4.65%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (BSE 500 TRI) in 1 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −1.55%−2.62%−4.65% +3.10 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Children's funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Union Childrens Fund cost?

1.45% a year on the direct plan, 2.61% on the regular plan; 6 of 11 funds in its category charge less.

Direct plan
1.45% a year
Category median 1.38%
Regular plan
2.61% a year
Category median 2.30%
Gap
1.16 points
for the same holdings
6 of 11 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Solution Oriented Scheme - Children’s Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Union Childrens Fund?

Gaurav Chopra, since 1 Nov 2024; Vinod Malviya, since 1 Nov 2024; Parijat Agrawal, since 19 Dec 2023.

Gaurav Chopra
1.9 years
since 1 Nov 2024
Vinod Malviya
1.9 years
since 1 Nov 2024
Parijat Agrawal
2.8 years
since 19 Dec 2023
Benchmark as filedBSE 500 Index (TRI)
Exit load
Nil
From 39 Scheme Summary Documents filed with NSE, first on 16 Apr 2026; as on 12 Oct 2026

What does Union Childrens Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Union Childrens Fund?

Gaurav Chopra (manager) since 1 Nov 2024; Vinod Malviya (manager) since 1 Nov 2024; Parijat Agrawal (manager) since 19 Dec 2023.

What is the expense ratio of Union Childrens Fund?

1.45% a year on the direct plan and 2.61% on the regular plan (expense report, Oct 2026).

Inside the app

See Union Childrens Fund beside your own funds in Valarth

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Union Childrens Fund in the app: beside your own funds, with what you own through them

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