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Union Aggressive Hybrid Fund Direct Growth
3Direct
Growth
3 yr CAGR
+13.51%
3Direct
Growth
3 yr CAGR
+13.51%
Fund overview
Net Asset Value
₹18.12
AUM (Fund size)
575.71 Crore
Lock-in period
No Lock-in
Exit Load
1% in 15 days
Expense ratio
1.29%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.23 Lakhs ₹
Min investment of ₹2,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| HDFC Bank Ltd | 6.88% |
| ICICI Bank Ltd | 4.89% |
| Treps | 4.54% |
| Rec Limited | 4.13% |
| Power Finance Corporation Ltd. | 4.07% |
| Reliance Industries Ltd | 3.85% |
| Larsen & Toubro Ltd | 2.75% |
| Bharti Airtel Ltd | 2.74% |
| Infosys Ltd | 2.68% |
| National Bank for Agriculture and Rural Development | 2.47% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹57.7 Lakhs in a period of 20 years
Top Sectors
Communication Services
2.74%
Utilities
1.53%
Financial Services
22.03%
Energy
4.72%
Basic Materials
7.21%
Technology
7.03%
Healthcare
5.53%
Industrials
11.88%
Consumer Defensive
4.53%
Consumer Cyclical
8.56%
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 291.16 | 16.52% | Very High Risk | |
| 318.43 | 13.56% | Very High Risk | |
| 69.98 | 19.03% | Very High Risk | |
| 21.67 | 11.25% | Very High Risk | |
| 68.44 | 15.54% | Very High Risk | |
| 421.64 | 19.63% | Very High Risk | |
| 389.79 | 14.58% | Very High Risk | |
| 35.83 | 14.32% | Very High Risk | |
| 1628.74 | 11.92% | Very High Risk |
Key Ratios
Key Ratios
| Alpha | 0.14% | 1.03% | Worse than category avg |
| Beta | 1.08% | 1.06% | Worse than category avg |
| Credit Rating | AAA% | % | |
| Yield to maturity | 7.06% | 5.43% |
Alpha
Worse than category avg
Worse than category avgThe fund has underperformed the benchmark and has provided lower returns than the expected catgeory average
This fund
0.14
Category avg.
1.03
BetaWorse than category avg
Worse than category avgThis fund is more volatile as compared to the index and is more risky as compared to category average
This fund
1.08
Category avg.
1.06
Credit Rating
Highest credit rating. It indicates an extremely strong ability to make timely interest payments and ultimate principal payments.
This fund
AAA
Category avg.
Yield to maturity
Fund is taking higher risk than average which may lead to higher returns
This fund
7.06
Category avg.
5.43
About Union Asset Management Co. Pvt. Ltd.
Union Mutual Fund operates on the principle of bringing the opportunity for investors to make sustainable investments. The fund house intends to be known as the fund house that provides the products for individuals to achieve their financial goals by understanding their needs. Union Mutual Fund aspires to reach out to as many investors as they can and help them identify the right investments.
Managers | Parijat Agrawal, Sanjay Bembalkar, Vinod Malviya |
Custodians | SBI-SG Global Securities Services Private Limited |
Address | Union Asset Management Co. Pvt. Ltd. Unit 802, 8th Floor, Tower ‘A’, |
Fax Nos. | +91 022 67483402 |
Telephone Nos. | +91 022 67483333 |
Homepage | www.unionmf.com/ |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.23 Lakhs ₹
Min investment of ₹2,000 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
