Union Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Aggressive Hybrid Growth Direct Plan

NAV
₹18.1500
-0.17%
(31 Oct)
AUM
666 Cr
TER
1.25%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+47.5%
+38.7%
+35.5%
+35.2%
+30.7%
+27.1%
3Y
+23.1%
+19.5%
+19.6%
+20.4%
+14.1%
+12.1%
5Y
+26.8%
+27.0%
+20.6%
+23.3%
+17.2%
NA
ALL
+15.8%
+18.4%
+15.4%
+18.4%
+14.5%
+16.7%
VOL
14.3%
14.2%
12.9%
12.2%
-
10.6%
TER
0.5%
0.9%
0.4%
1.0%
-
1.3%
AUM
₹643 Cr
₹1,000 Cr
₹2,198 Cr
₹41,396 Cr
-
₹666 Cr
INFO
1.10
1.30
1.20
1.51
-
1.58
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
HDFC Bank Ltd
7.3%
Treps
6.2%
ICICI Bank Ltd
6.2%
Reliance Industries Ltd
4.7%
Rural Electrification Corporation Limited - NCD & Bonds
3.9%
Power Finance Corporation Ltd. - NCD & Bonds
3.8%
Infosys Ltd
2.9%
Bharti Airtel Ltd
2.8%
Indian Railway Finance Corporation Limited - NCD & Bonds
2.3%
National Bank for Agriculture and Rural Development
2.3%
Top industry exposure
Financial Services
20.9%
Consumer Cyclical
10.5%
Technology
9.8%
Industrials
7.7%
Consumer Defensive
5.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
107%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund 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.
Fund manager(s)
Parijat Agrawal
Hardick Bora
Sanjay Bembalkar

FAQs