We are pleased to share the Launch of “Union Diversified Equity All Cap Active FOF” .
NFO Period: 1st September 2025 (Monday) till 15th September 2025 (Monday) (15 Days NFO).
*An Investor’s Dilemma*
– Which market capitalisation to invest and when ?
– Timing the entry and exit from scheme investing under different market capitalization
– Tax incidence whenever , the investor changes the allocation in Equity Funds
*A Strategic Solution to Your Problems :*
Diversified Equity All Cap Active FOF
– A diversified Equity FOF predominantly invests in other Equity oriented Mutual Fund Schemes which are based on varied market caps based on the asset allocation of FOF, leveraging expert management to help balance potential gains and losses in varying market conditions.
*This scheme structure is suitable for investors looking for:*
*Expert Management* Professional fund managers select, monitor, and dynamically adjust underlying funds based on market conditions.
*Tax-Efficiency#* Reallocations within the fund are tax-neutral.
*Diversification Simplified* Get broad diversification through a single investment, effortlessly accessing various relevant funds.
Securing Long-Term Foundations with Dynamic Market Responsiveness
*RELATIVE GROWTH PROSPECTS, DIVERSIFICATION, LIQUIDITY PARAMETERS, RISK MANAGEMENT, RELATIVE FLOW SITUATION, RELATIVE VALUATION MULTIPLES*
*Taxation on this Fund*
– Holding Period <24 Months = Tax Rate Applicable Slab Rate
– Holding Period >24 Months = Tax Rate 12.50%
For any support or assistance, please feel free to contact us at any point of time.
