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IndiaInfoline
Mutual Funds
Fund Houses
Union KBC Mutual Fund
Union KBC Mutual Fund
Union KBC Mutual Fund
Union KBC Asset Management Company Private Limited (the AMC) offers approved investment funds, open-ended equity funds and other structured products, so as to bridge the gap of investor's financial needs.
The AMC will leverage on KBC Asset Management's expertise in the global fund markets and KBC Asset Management's Joint Support Model with Union Bank of India’s unrivalled brand value, knowledge of their customers and extensive network, which will represent the perfect blend of ingredients to create a strong asset management business in India.
Sponsor: Union Bank of India and KBC Participations Renta
Trustee: Union KBC Trustee Company Private Limited
Investment Manager: Union KBC Asset Management Company Private Limited
Statutory Details: Union KBC Mutual Fund has been set up as a Trust under the Indian Trusts Act, 1882
Summary of Schemes
No of schemes : 62
Corpus under management : Rs.3117.9531 crs. (as on 31-Mar-2013)
Balanced Funds
(14) |
Equity Funds
(8) |
Fixed Maturity Plans
(16) |
Income Funds
(4) |
Liquid Funds
(10) |
Ultra Short Term Funds
(10)
Portfolio of Funds
Union KBC Asset Allocation Fund - Conser-Dir (D)
Union KBC Asset Allocation Fund - Conser-Dir (G)
Union KBC Asset Allocation Fund - Conservative (D)
Union KBC Asset Allocation Fund - Conservative (G)
Union KBC Asset Allocation Fund - Moderat-Dir (D)
Union KBC Asset Allocation Fund - Moderat-Dir (G)
Union KBC Asset Allocation Fund - Moderate (D)
Union KBC Asset Allocation Fund - Moderate (G)
Union KBC Capital Protect Fund-Sr.II - Direct (D)
Union KBC Capital Protect Fund-Sr.II - Direct (G)
Union KBC Capital Protect Fund-Sr.II (D)
Union KBC Capital Protect Fund-Sr.II (G)
Union KBC Capital Protection Fund - Sr.I (D)
Union KBC Capital Protection Fund - Sr.I (G)
Union KBC Dynamic Bond Fund - Direct (D)
Union KBC Dynamic Bond Fund - Direct (G)
Union KBC Dynamic Bond Fund (D)
Union KBC Dynamic Bond Fund (G)
Union KBC Equity Fund - Direct (D)
Union KBC Equity Fund - Direct (G)
View all funds of
Union KBC Mutual Fund
>>
AUM Trend
Top 5 Funds
Scheme Name
NAV(Rs.)
1m %
3m %
6m %
1y %
3y %
Union KBC Dynamic Bond Fund - Direct (G)
11.6
3.3
4.8
NA
NA
NA
Union KBC Dynamic Bond Fund (G)
11.5
3.3
4.6
8.7
13.1
NA
Union KBC Asset Allocation Fund - Moderat-Dir (G)
10.9
2.3
2.2
NA
NA
NA
Union KBC Asset Allocation Fund - Moderate (G)
10.8
2.2
2.1
2.9
NA
NA
Union KBC Capital Protect Fund-Sr.II - Direct (G)
10.6
2.2
5.8
NA
NA
NA
View performance of all Funds of
Union KBC Mutual Fund
>>
Contact Information
Registered
7th Floor, Piramal Tower, Penisula
Corp. Park, Ganpatrao Kadam
Marg, Lower Parel(West), Mumbai - 13.
Phone
:
022-24833300
Email
:
investorcare@unionkbc.com
Website
:
www.unionkbc.com
Service Centre
Unit No: 705, 7th Floor,
Barton Centre No: 84,
M G Road, Bangalore- 560 001
Phone
:
080 2559 1144
Email
:
NA
Website
:
www.unionkbc.com
Mutual Fund News
Reliance Dual Advantage Fixed Tenure Fund - Plan A Announces Dividend
Capital Market/11:01,May 25, 2013
Record date for dividend is 30 May 2013
Reliance Fixed Horizon Fund XXI Series 25 Announces Dividend
Birla Sun Life Fixed Term Plan - Series EO Announces Dividend
Edelweiss Mutual Fund Announces Dividend Under Two Schemes
Tata Dynamic Bond Fund Announces Dividend
View all MF News >>
Mutual Fund Research
DSP BlackRock Focus 25 Fund – Subscribe
India Infoline Research Team/09:58,May 13, 2010
DSP BlackRock Focus 25 Fund – Subscribe
DSP BlackRock Focus 25 Fund – Subscribe
ICICI Prudential Dynamic Plan – Invest (NAV Rs90.8)
Sundaram BNP Paribas Select Midcap Fund - Invest (NAV Rs126.0)
View all Mutual Fund Research >>
Articles
Research
|
Personal Finance
Things you should know about ULIPs
In the first three years, the fund value of a ULIP may remain low due to the high expenses—such as administration charge, fund management charge, premium allocation charge and mortality charge—deducte..
How to choose an appropriate car insurance plan
To optimise your car insurance plan, here are a few important points to keep in mind..
Should you invest in inflation-indexed bonds?
The first tranche of inflation-indexed bonds are scheduled for June 4. Do read on to understand whether the bonds will really benefit you...
Know more about mortgage loan
A mortgage loan offers the borrower an opportunity to generate additional income from an otherwise idle property..
Looking to invest in gold? Here’s some paper versions
Gold ETFs and e-gold are good investment options for those looking for the comforts of physical gold yet avoiding the hassles that come with it...
View all Personal Finance Articles >>
My Watchlist
Mutual Fund
|
Equity
Schemes
NAV(Rs.)
ICICI Pru Banking & Financial Ser
22.4
R* Shares Banking ETF
1,335.2
Reliance Media & Entertainment Fu
36.4
Religare Invesco Banking Fund (G)
23.6
GS Bank BeES
1,276.0
Key Information
Incorporation Date
:
30-Dec-2009
Total Assets Managed (Cr.)
:
298.50
Trustee/s
:
N/A
Chairman
:
N/A
CEO / MD
:
Mr. G. Pradeep Kumar
CIO
:
N/A
President
:
N/A
Director/s
:
Mr. Sandeep Parekh
Compliance Officer/s
:
Ms. Padmaja Shirke
Investor Service Officer/s
:
Mr. Joseph Idichandy
Fund Manager/s
:
Mr. Devesh Thacker
Other Information
Auditors
:
N/A
Registered Office
:
7th Floor, Piramal Tower, Penisula ,Corp. Park, Ganpatrao Kadam ,Marg, Lower Parel(West), Mumbai - 13.
Contact Nos
:
022-24833300
Fax
:
022-24833401
Email
:
investorcare@unionkbc.com
Website
:
www.unionkbc.com
Fund Manager Speak
Tushar Pradhan, CIO, HSBC Mutual Fund
“Our research shows that a disciplined approach to buying companies that look attractive on this matrix provides significant longer term outperformance.”..
Vikaas Sachdeva, CEO, Edelweiss Asset Management Ltd
Kaushik Dani, Head of Equity, Peerless Funds Management Company
View all Fund Manager Speak >>