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  • Union Aggressive Hybrid Fund (Growth)

Formerly Union Hybrid Equity Reg Gr

Union Mutual Fund

Union Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

15.99

NAV (Apr 22)

15.1%
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

15.99

NAV (Apr 22)

Fund Returns

Last 1Y
29.3%
Last 3Y
15.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
15.1%
6 Month CAGR
13.6%

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
2.47
Launched (4y ago)
Dec 18, 2020
AUM in Crores
591.128
ISIN
INF582M01HC4
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.7
Standard Deviation (5yr)
0
Beta (3yr)
1.02
Beta (5yr)
0
Sharpe Ratio (3yr)
0.903
Sharpe Ratio (5yr)
0
YTM
7.44
Fund Managers

Parijat Agrawal

Fund Manager

Sanjay Bembalkar

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Aggressive Hybrid Fund (Growth)70%10,70,098 3,37,48615.2%
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 2024-04-22

Top Stock Holdings

reliance industries ltd

6.1%
6.1%

hdfc bank ltd

6.1%
6.1%

icici bank ltd

5.5%
5.5%

treps

4.9%
4.9%

small industries development bank of india

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

20.6%
20.6%

consumer cyclical

11.3%
11.3%

technology

8.6%
8.6%

industrials

8%
8%

energy

7%
7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 1,868 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,274 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
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

20.2%

12.5%

5.5%

6.7%

6.2%

5.3%

5.4%

5.2%

20.2%

12.4%

Union Aggressive Hybrid Fund (G) Review

Union Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.1% over a period of 3 years. The fund was previously known as Union Hybrid Equity Reg Gr. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Parijat Agrawal, Sanjay Bembalkar.

Nav of Union Aggressive Hybrid Fund (G) as of 4/22/2024 is ₹15.99 with the total AUM as of 4/23/2024 is ₹591.128. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Aggressive Hybrid Fund (G) was launched on Dec 18, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Union Aggressive Hybrid 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 Aggressive Hybrid Fund (G)?

Union Aggressive Hybrid 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 Aggressive Hybrid Fund (G)?

You can invest in Union Aggressive Hybrid 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 Aggressive Hybrid Fund (G)?

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

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

As per Scripbox experts, Union Aggressive Hybrid Fund (G) is a Not Reviewed Yet fund. You can investUnion Aggressive Hybrid 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 Aggressive Hybrid Fund (G)?

The expense ratio of the Union Aggressive Hybrid Fund (G) is 2.47% for regular plan.