- Mutual Funds
- Union Mutual Fund
- Union Aggressive Hybrid Fund (RIDCW-A)
Formerly Union Hybrid Equity Reg IDCW-R
Union Aggressive Hybrid Fund (RIDCW-A)
₹ 15.9
NAV (Apr 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.9
NAV (Apr 15)
Fund Returns
Last 1Y | 28.7% |
Last 3Y | 15.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 15.4% |
6 Month CAGR | 13.3% |
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 | 2.47 |
Launched (4y ago) | Dec 18, 2020 |
AUM in Crores | 591.128 |
ISIN | INF582M01HD2 |
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 | 7.4 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Aggressive Hybrid Fund (RIDCW-A) | 10,81,440 | 3,48,828 | 15.6% | |
| 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
reliance industries ltd
6.1%hdfc bank ltd
6.1%icici bank ltd
5.5%treps
4.9%small industries development bank of india
4.2%Allocation by Sector
financial services
20.6%consumer cyclical
11.3%technology
8.6%industrials
8%energy
7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 3,102 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.6% | 12.6% | ||
5.5% | 6.7% | ||
6.2% | 5.3% | ||
5.3% | 5.2% | ||
19.5% | 12.3% |
Union Aggressive Hybrid Fund (RIDCW-A) Review
Union Aggressive Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.4% over a period of 3 years. The fund was previously known as Union Hybrid Equity Reg IDCW-R. 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 (RIDCW-A) as of 4/15/2024 is ₹15.90 with the total AUM as of 4/16/2024 is ₹591.128. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Aggressive Hybrid Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A)?
How to invest in Union Aggressive Hybrid Fund (RIDCW-A)?
You can invest in Union Aggressive Hybrid Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for Union Aggressive Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Union Aggressive Hybrid Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Union Aggressive Hybrid Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investUnion Aggressive Hybrid Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the Union Aggressive Hybrid Fund (RIDCW-A) is 2.47% for regular plan.