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  • Union Mutual Fund
  • Union Hybrid Equity Fund (Growth)
Union Mutual Fund

Union Hybrid Equity Fund (Growth)

HybridAggressive Hybrid

12.4

NAV (Feb 01)

10.7%
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

12.4

NAV (Feb 1)

Fund Returns

Last 1Y

-1.5%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

10.7%

6 Month CAGR

0.6%

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

2.52

Launched (3y ago)

Dec 18, 2020

AUM in Crores

549.038

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

7.37

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% 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.

Asset allocation and Holdings

Last updated on 2023-02-01

Top Stock Holdings

hdfc bank ltd

6.9%
6.9%

icici bank ltd

6.5%
6.5%

reliance industries ltd

5.4%
5.4%

national bank for agriculture and rural development

4.5%
4.5%

rec limited

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

23.5%
23.5%

consumer cyclical

8.7%
8.7%

technology

8.2%
8.2%

consumer defensive

6.6%
6.6%

basic materials

6.6%
6.6%
See all sectors

Compare Union Hybrid Equity Fund (Growth)

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

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 3,294 cr

₹ 2,750 cr

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 10,935 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

    17.2%

    13.7%

    17.2%

    13.5%

    17.2%

    13.5%

    16.2%

    10.7%

    17.2%

    14%

    Union Hybrid Equity Fund (G) Review

    Union Hybrid Equity Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.7% 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 2/1/2023 is ₹12.40 with the total AUM as of 2/2/2023 is ₹549.038. 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 2.52% for regular plan.