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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹16.9100
+0.06%
(30 Apr)
AUM
591 Cr
TER
1.42%
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
+58.7%
+50.5%
+41.4%
+39.4%
+31.1%
+30.0%
3Y
+25.6%
+25.5%
+26.6%
+24.3%
+16.6%
+16.5%
5Y
+20.8%
+23.3%
+21.4%
+26.1%
NA
+15.1%
ALL
+15.4%
+18.4%
+18.4%
+18.8%
+16.9%
+14.1%
VOL
14.3%
13.9%
12.2%
14.2%
10.2%
-
TER
0.3%
1.2%
1.0%
0.8%
1.4%
-
AUM
₹223 Cr
₹665 Cr
₹33,502 Cr
₹1,869 Cr
₹591 Cr
-
INFO
1.08
1.32
1.51
1.33
1.65
-
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 Mar
Top holdings
HDFC Bank Ltd
6.1%
Reliance Industries Ltd
6.1%
ICICI Bank Ltd
5.5%
Treps
4.9%
Small Industries Development Bank Of India - NCD & Bonds
4.2%
Power Finance Corporation Ltd. - NCD & Bonds
4.2%
Larsen & Toubro Ltd
3.3%
Indian Railway Finance Corporation Limited - NCD & Bonds
2.6%
State Bank of India
2.5%
National Bank for Agriculture and Rural Development
2.5%
Top industry exposure
Financial Services
20.6%
Consumer Cyclical
11.3%
Technology
8.6%
Industrials
8.0%
Energy
7.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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