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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹17.8500
+1.19%
(17 Apr)
AUM
619 Cr
TER
0.95%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.1%
+11.6%
+10.7%
+8.8%
+8.0%
+7.1%
3Y
+16.4%
+17.2%
+17.8%
+13.1%
+20.9%
+11.8%
5Y
+24.5%
+23.8%
+27.2%
+20.3%
+29.2%
NA
ALL
+19.9%
+14.6%
+17.6%
+13.7%
+14.4%
+14.0%
VOL
12.8%
12.8%
12.1%
-
14.3%
10.8%
TER
0.5%
0.3%
1.0%
-
0.7%
0.9%
AUM
₹1,567 Cr
₹2,487 Cr
₹40,962 Cr
-
₹768 Cr
₹619 Cr
INFO
1.56
1.14
1.45
-
1.00
1.30
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 28th Feb
Top holdings
HDFC Bank Ltd
6.5%
ICICI Bank Ltd
4.7%
Treps
4.4%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.4%
Rec Limited - NCD & Bonds - NCD & Bonds
4.4%
Reliance Industries Ltd
3.6%
Infosys Ltd
3.1%
Larsen & Toubro Ltd
2.7%
Bharti Airtel Ltd
2.7%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.6%
Top industry exposure
Financial Services
20.5%
Industrials
11.8%
Consumer Cyclical
8.6%
Technology
7.2%
Basic Materials
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
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
Sanjay Bembalkar
Vinod Malviya

FAQs