- Mutual Funds
- Union Mutual Fund
- Union Aggressive Hybrid Fund (G)
Union Aggressive Hybrid Fund (G)
₹ 17.88
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.88
NAV (Oct 15)
Fund Returns
Last 1Y | 25.6% |
Last 3Y | 10.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.4% |
6 Month CAGR | 11.2% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 2.4 |
Launched (0y ago) | 2.4 |
AUM in Crores | 665.6 |
ISIN | INF582M01HC4 |
Lock-in | - |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 9.7 |
Beta | 0.8 |
Sharpe Ratio | 0.8 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Aggressive Hybrid Fund (G) | 9,51,759 | 2,19,147 | 10.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7.3%ICICI Bank Ltd.
6.2%Others
5.5%Reliance Industries Ltd.
4.7%Power Finance Corporation Ltd.
3.9%Allocation by Sector
Financial
22.3%Technology
8.6%Energy
6.9%Automobile
6.1%Consumer Staples
5.5%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.3% | 13.1% | ||
6.1% | 6.8% | ||
5.7% | 4.8% | ||
5% | 6.5% | ||
9.4% | 10.7% |
Union Aggressive Hybrid Fund (G) Review
Union Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 16.374% over a period of 3 years. The fund is managed by Union Mutual Fund. The fund managers are Hardick Bora, Parijat Agrawal, Sanjay Bembalkar.
Nav of Union Aggressive Hybrid Fund (G) as of 10/15/2024 is ₹17.88 with the total AUM as of 10/16/2024 is ₹665.6463. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Aggressive Hybrid Fund (G) was launched on 2020-12-18. The category risk of the fund is Above Average.
The minimum SIP amount for Union Aggressive Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Union Aggressive Hybrid Fund (G)?
How to invest in Union Aggressive Hybrid Fund (G)?
You can invest in Union Aggressive Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Aggressive Hybrid Fund (G)?
The minimum sip amount for Union Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Aggressive Hybrid Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Aggressive Hybrid Fund (G)?
The expense ratio of the Union Aggressive Hybrid Fund (G) is 2.4% for regular plan.
What is the NAV of Union Aggressive Hybrid Fund (G)?
Today's Union Aggressive Hybrid Fund (G) NAV is ₹17.88.