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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹17.9700
-0.99%
(25 Apr)
AUM
619 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+12.9%
+11.3%
+10.5%
+7.4%
+7.1%
+5.3%
3Y
+18.3%
+18.8%
+19.4%
+14.2%
+13.1%
+22.5%
5Y
+24.6%
+24.3%
+28.1%
+20.8%
NA
+29.3%
ALL
+20.2%
+14.7%
+17.7%
+13.6%
+14.4%
+14.5%
VOL
12.8%
12.8%
12.1%
-
10.8%
14.3%
TER
0.5%
0.4%
1.0%
-
0.9%
0.7%
AUM
₹1,567 Cr
₹2,487 Cr
₹40,962 Cr
-
₹619 Cr
₹768 Cr
INFO
1.58
1.15
1.46
-
1.34
1.01
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 31st Mar
Top holdings
HDFC Bank Ltd
6.9%
ICICI Bank Ltd
4.9%
Treps
4.5%
Rec Limited - NCD & Bonds
4.1%
Power Finance Corporation Ltd. - NCD & Bonds
4.1%
Reliance Industries Ltd
3.8%
Larsen & Toubro Ltd
2.7%
Bharti Airtel Ltd
2.7%
Infosys Ltd
2.7%
National Bank for Agriculture and Rural Development
2.5%
Top industry exposure
Financial Services
22.0%
Industrials
11.9%
Consumer Cyclical
8.6%
Basic Materials
7.2%
Technology
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
73%
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