Union Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Aggressive Hybrid Growth Direct Plan

NAV
₹17.2900
-1.20%
(4 Apr)
AUM
576 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+11.1%
+10.5%
+9.4%
+6.2%
+6.1%
+5.4%
3Y
+15.9%
+17.4%
+17.9%
+20.2%
+12.4%
+11.4%
5Y
+26.0%
+25.9%
+29.8%
+30.7%
+22.3%
NA
ALL
+19.8%
+14.6%
+17.6%
+14.3%
+13.5%
+13.9%
VOL
12.7%
12.8%
12.1%
14.3%
-
10.6%
TER
0.6%
0.3%
1.0%
0.7%
-
0.9%
AUM
₹1,463 Cr
₹2,290 Cr
₹38,507 Cr
₹729 Cr
-
₹576 Cr
INFO
1.56
1.14
1.45
1.00
-
1.31
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
6.5%
ICICI Bank Ltd
4.7%
Treps
4.4%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.4%
Rec Limited - NCD & Bonds - NCD & Bonds
4.4%
Reliance Industries Ltd
3.6%
Infosys Ltd
3.1%
Larsen & Toubro Ltd
2.7%
Bharti Airtel Ltd
2.7%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.6%
Top industry exposure
Financial Services
20.5%
Industrials
11.8%
Consumer Cyclical
8.6%
Technology
7.2%
Basic Materials
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Fund manager(s)
Parijat Agrawal
Sanjay Bembalkar
Vinod Malviya

FAQs