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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹19.0300
-0.42%
(22 Aug)
AUM
662 Cr
TER
1.0%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+7.1%
+5.3%
+4.8%
+2.3%
-2.1%
-5.1%
3Y
+20.4%
+19.5%
+14.3%
+15.1%
+21.1%
+22.2%
5Y
+25.0%
+21.7%
NA
+18.0%
+24.6%
+22.6%
ALL
+17.7%
+14.8%
+14.9%
+12.9%
+16.9%
+14.4%
VOL
12.0%
12.7%
10.6%
-
14.5%
14.2%
TER
1.0%
0.4%
1.0%
-
0.7%
0.6%
AUM
₹44,605 Cr
₹2,994 Cr
₹662 Cr
-
₹1,258 Cr
₹841 Cr
INFO
1.47
1.17
1.40
-
1.17
1.02
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 Jul
Top holdings
HDFC Bank Ltd
7.1%
ICICI Bank Ltd
4.5%
Treps
4.3%
Reliance Industries Ltd
3.9%
Rec Limited - NCD & Bonds - NCD & Bonds
3.9%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
3.9%
Bharti Airtel Ltd
2.8%
Larsen & Toubro Ltd
2.7%
Infosys Ltd
2.4%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.3%
Top industry exposure
Financial Services
22.7%
Consumer Cyclical
10.9%
Industrials
9.6%
Basic Materials
7.5%
Technology
5.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
56%
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