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

Union Aggressive Hybrid Growth Direct Plan

NAV
₹18.7300
-0.37%
(13 Jun)
AUM
652 Cr
TER
1.0%
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
+10.3%
+10.2%
+7.8%
+6.5%
+6.3%
+0.6%
3Y
+22.4%
+22.3%
+17.4%
+24.3%
+18.3%
+26.5%
5Y
+23.8%
+24.1%
NA
+29.1%
+20.6%
+28.6%
ALL
+14.9%
+20.4%
+15.0%
+17.4%
+16.4%
+14.6%
VOL
12.8%
12.7%
10.8%
14.6%
-
14.3%
TER
0.4%
0.5%
1.0%
0.8%
-
0.6%
AUM
₹2,749 Cr
₹1,705 Cr
₹652 Cr
₹1,198 Cr
-
₹822 Cr
INFO
1.16
1.60
1.39
1.20
-
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 30th Apr
Top holdings
HDFC Bank Ltd
7.1%
Treps
5.7%
ICICI Bank Ltd
5.0%
Reliance Industries Ltd
4.1%
Rec Limited - NCD & Bonds - NCD & Bonds
4.1%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.0%
Bharti Airtel Ltd
2.9%
Larsen & Toubro Ltd
2.6%
Infosys Ltd
2.5%
Indian Railway Finance Corporation Limited - NCD & Bonds - NCD & Bonds
2.4%
Top industry exposure
Financial Services
22.0%
Industrials
10.5%
Consumer Cyclical
9.0%
Basic Materials
7.4%
Technology
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
65%
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