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    • Union Hybrid Equity Fund (Growth)
    Union Mutual Fund

    Union Hybrid Equity Fund (Growth)

    HybridAggressive Hybrid

    12.69

    NAV (Sep 17)

    26.9%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in aggressive hybrid mutual funds.

    However, Scripbox does not recommend investing in aggressive hybrid mutual funds.

    Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

    This makes their performance difficult to assess.

    With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    519 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only

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    Historical NAV

    12.69

    NAV (Sep 17)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    26.9%
    6 Month CAGR
    19.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.49
    Launched (1y ago)
    Dec 18, 2020
    AUM in Crores
    518.485
    ISIN
    INF582M01HC4
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    2000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Hardick Bora

    Fund Manager

    user-avatar

    Parijat Agrawal

    Fund Manager

    user-avatar

    Vinay Paharia

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,154 cr

    5

    ₹ 17,879 cr

    5

    ₹ 2,604 cr

    5

    ₹ 1,921 cr

    5

    ₹ 3,339 cr

    5

    amc-icon

    About the AMC

    Union Asset Management Co. Pvt. Ltd.

    Union Asset Management Co. Pvt. Ltd. manages assets worth 8,471 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 16 hybrid funds.

    amc-img

  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.5%

    15.8%

    20.1%

    12.6%

    5%

    7%

    1.1%

    0%

    4.7%

    4.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Union Hybrid Equity Fund (G)

    About Union Hybrid Equity Fund (G)

    Union Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 26.9% over a period of 0 years. . The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Parijat Agrawal, Vinay Paharia

    Union Hybrid Equity Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Union Hybrid Equity Fund (G) NAV,AUM,Risk

    The Union Hybrid Equity Fund (G) fund was launched on Dec 18, 2020. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-17 is ₹12.69. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹518.485. The category risk of the Union Hybrid Equity Fund (G) fund is Very High Risk. The fund charges 2.49 % as expense ratio.

    Union Hybrid Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 71.8% in this asset class. The top three holdings of the fund are , treps , hdfc bank ltd , reliance industries ltd , national bank for agriculture and rural development , rural electrification corporation limited , national housing bank , small industries development bank of india , infosys ltd , icici bank ltd , housing development finance corp ltd , muthoot finance ltd , avenue supermarts ltd , larsen & toubro infotech ltd , ultratech cement ltd , bajaj finance ltd , state bank of india , coforge ltd , pi industries ltd , titan co ltd , bharti airtel ltd , divi's laboratories ltd , sbi life insurance company limited , varun beverages ltd , maruti suzuki india ltd , united spirits ltd , tata consultancy services ltd , abb india ltd , asian paints ltd , gland pharma ltd , larsen & toubro ltd , indiamart intermesh ltd , laurus labs ltd , max healthcare institute ltd ordinary shares , hindalco industries ltd , sona blw precision forgings ltd , piramal enterprises ltd , net receivable / payable , sumitomo chemical india ltd ordinary shares , polycab india ltd , persistent systems ltd , wabco india ltd , knr constructions ltd , happiest minds technologies ltd ordinary shares , interglobe aviation ltd , minda industries ltd , bharat petroleum corp ltd , tasty bite eatables ltd , ramco cements ltd , honeywell automation india ltd , syngene international ltd , csb bank ltd ordinary shares , procter & gamble hygiene and health care ltd , greaves cotton ltd , dixon technologies (india) ltd , 3m india ltd , tube investments of india ltd ordinary shares , tata steel ltd , tata communications ltd , whirlpool of india ltd , phoenix mills ltd , 91 dtb 28102021

    Union Hybrid Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹2000 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.

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