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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹18.0500
+1.46%
(24 Mar)
AUM
705 Cr
TER
1.31%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+3.3%
+2.4%
+2.1%
+0.7%
+0.1%
-5.1%
3Y
+17.4%
+13.4%
+18.0%
+15.9%
+13.4%
+16.4%
5Y
+17.8%
+11.3%
+16.9%
+14.2%
+11.7%
+14.2%
ALL
+16.4%
+11.9%
+15.1%
+16.8%
+11.2%
+12.8%
VOL
11.9%
10.6%
14.4%
12.4%
-
14.1%
TER
0.9%
1.3%
0.7%
0.6%
-
0.8%
AUM
₹50,205 Cr
₹705 Cr
₹1,360 Cr
₹2,197 Cr
-
₹735 Cr
INFO
1.38
1.12
1.05
1.36
-
0.90
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
Treps
8.8%
HDFC Bank Ltd
3.7%
Power Finance Corporation Limited - NCD & Bonds
3.6%
State Bank of India
3.6%
Rec Limited - NCD & Bonds
3.6%
National Bank For Agriculture And Rural Development - NCD & Bonds
3.6%
Larsen & Toubro Ltd
3.0%
ICICI Bank Ltd
2.9%
Bharti Airtel Ltd
2.2%
Indian Railway Finance Corporation Limited - NCD & Bonds
2.2%
Top industry exposure
Financial Services
23.1%
Consumer Cyclical
10.0%
Industrials
9.7%
Technology
6.7%
Basic Materials
5.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
71%
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