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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹19.3100
+0.26%
(17 Sep)
AUM
648 Cr
TER
1.2%
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
+5.8%
+3.6%
+3.3%
+2.6%
+1.9%
+0.6%
3Y
+20.6%
+19.5%
+18.3%
+14.4%
+18.3%
+15.1%
5Y
+26.0%
+21.8%
+21.8%
NA
+17.8%
+17.9%
ALL
+17.7%
+14.8%
+20.0%
+14.8%
+13.9%
+12.7%
VOL
12.0%
12.7%
12.5%
10.6%
12.5%
-
TER
1.0%
0.4%
0.5%
1.2%
0.7%
-
AUM
₹45,168 Cr
₹3,045 Cr
₹1,837 Cr
₹648 Cr
₹769 Cr
-
INFO
1.48
1.17
1.59
1.40
1.11
-
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
Treps
9.2%
HDFC Bank Ltd
6.8%
ICICI Bank Ltd
4.4%
Rec Limited - NCD & Bonds
3.9%
Power Finance Corporation Limited - NCD & Bonds
3.9%
National Bank For Agriculture And Rural Development - NCD & Bonds
3.9%
Reliance Industries Ltd
3.9%
Net Receivable / Payable
3.2%
Bharti Airtel Ltd
2.9%
Larsen & Toubro Ltd
2.7%
Top industry exposure
Financial Services
21.7%
Consumer Cyclical
9.6%
Industrials
8.6%
Technology
7.2%
Basic Materials
6.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
58%
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