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  • Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly Union Hybrid Equity Reg DS

Union Mutual Fund

Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

HybridAggressive Hybrid

12.91

NAV (Oct 21)

29.1%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

531 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

12.91

NAV (Oct 21)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
29.1%
6 Month CAGR
24.1%
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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

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Very High Risk

Expense Ratio
2.56
Launched (1y ago)
Dec 18, 2020
AUM in Crores
530.655
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Hardick Bora

Fund Manager

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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%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 8,432 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.

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

    25.1%

    16%

    top-ranked-badge

    25.2%

    12.8%

    top-ranked-badge

    4.9%

    6.9%

    top-ranked-badge

    0.9%

    0%

    top-ranked-badge

    4.6%

    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
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    Invesco India Growth Opportunities Fund (Growth)

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    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

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    About Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

    About Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A)

    Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 29.1% over a period of 0 years. The fund was previously known as Union Hybrid Equity Reg DS . 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 Transfer of Income Distribution cum capital withdrawal (PIDCW-A) 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 Transfer of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Dec 18, 2020. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-21 is ₹12.91. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹530.655. The category risk of the Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.56 % as expense ratio.

    Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 72.8% in this asset class. The top three holdings of the fund are , treps , reliance industries ltd , hdfc bank 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 , avenue supermarts ltd , muthoot finance ltd , state bank of india , larsen & toubro infotech ltd , ultratech cement ltd , bajaj finance ltd , coforge ltd , titan co ltd , bharti airtel ltd , pi industries ltd , united spirits ltd , varun beverages ltd , maruti suzuki india ltd , sbi life insurance company limited , divi's laboratories ltd , tata consultancy services ltd , abb india ltd , asian paints ltd , indiamart intermesh ltd , larsen & toubro ltd , gland pharma ltd , hindalco industries ltd , sona blw precision forgings ltd , polycab india ltd , laurus labs ltd , max healthcare institute ltd ordinary shares , piramal enterprises ltd , persistent systems ltd , wabco india ltd , sbi cards and payment services ltd ordinary shares , honeywell automation india ltd , interglobe aviation ltd , dixon technologies (india) ltd , happiest minds technologies ltd ordinary shares , minda industries ltd , bharat petroleum corp ltd , sumitomo chemical india ltd ordinary shares , knr constructions ltd , tasty bite eatables ltd , ramco cements ltd , procter & gamble hygiene and health care ltd , csb bank ltd ordinary shares , tube investments of india ltd ordinary shares , 3m india ltd , greaves cotton ltd , syngene international ltd , tata steel ltd , tata communications ltd , whirlpool of india ltd , phoenix mills ltd , net receivable / payable , 91 dtb 28102021

    Union Hybrid Equity Fund Transfer of Income Distribution cum capital withdrawal (PIDCW-A) Sip

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