Formerly Union Hybrid Equity Reg DS
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.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
531 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
NAV (Oct 21)
6 Month CAGR
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 to Moderate
Very High Risk
Launched (1y ago)
|Dec 18, 2020|
AUM in Crores
|CRISIL Hybrid 35+65 - Agg TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 8,356 cr
₹ 18,652 cr
₹ 1,957 cr
₹ 2,690 cr
₹ 3,398 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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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
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.
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.
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
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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