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  • Union Hybrid Equity Fund (Growth)
Union Mutual Fund

Union Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

14.1

NAV (Sep 29)

13.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.1

NAV (Sep 29)

Fund Returns

Last 1Y
15.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.2%
6 Month CAGR
16.8%

Scheme Information

Investment 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.

Expense Ratio
2.46
Launched (3y ago)
Dec 18, 2020
AUM in Crores
543.796
ISIN
INF582M01HC4
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.47
Fund Managers

Parijat Agrawal

Fund Manager

Sanjay Bembalkar

Fund Manager

Vinay Paharia

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Hybrid Equity Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-09-29

Top Stock Holdings

icici bank ltd

6.7%
6.7%

hdfc bank ltd

6.4%
6.4%

power finance corporation ltd.

4.6%
4.6%

national bank for agriculture and rural development

4.6%
4.6%

national bank for agriculture and rural development

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

26%
26%

technology

11.1%
11.1%

industrials

9.2%
9.2%

consumer cyclical

8.6%
8.6%

consumer defensive

4.4%
4.4%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 25,274 cr

₹ 9,394 cr

₹ 1,335 cr

₹ 978 cr

₹ 3,302 cr

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 13,320 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
022-24833300
investorcare@unionmf.com
Fund NameScripbox Opinion
Till Date CAGR

24.4%

14.5%

23.4%

11.7%

24.4%

14.4%

23.4%

11.5%

23.4%

11.5%

Union Hybrid Equity Fund (G) Review

Union Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.2% over a period of 2 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Parijat Agrawal, Sanjay Bembalkar, Vinay Paharia.

Nav of Union Hybrid Equity Fund (G) as of 9/29/2023 is ₹14.10 with the total AUM as of 10/3/2023 is ₹543.796. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Hybrid Equity Fund (G) was launched on Dec 18, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Union Hybrid Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Union Hybrid Equity Fund (G)?

Union Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Union Hybrid Equity Fund (G)?

You can invest in Union Hybrid Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Union Hybrid Equity Fund (G)?

The minimum sip amount for Union Hybrid Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Union Hybrid Equity Fund (G) good to invest in?

As per Scripbox experts, Union Hybrid Equity Fund (G) is a Not Reviewed Yet fund. You can investUnion Hybrid Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Union Hybrid Equity Fund (G)?

The expense ratio of the Union Hybrid Equity Fund (G) is 2.46% for regular plan.