- Mutual Funds
- Union Mutual Fund
- Union Hybrid Equity Fund (Growth)
Union Hybrid Equity Fund (Growth)
₹ 14.1
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Hybrid Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
6.7%hdfc bank ltd
6.4%power finance corporation ltd.
4.6%national bank for agriculture and rural development
4.6%national bank for agriculture and rural development
4.6%Allocation by Sector
financial services
26%technology
11.1%industrials
9.2%consumer cyclical
8.6%consumer defensive
4.4%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 3,302 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox 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)?
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.