3 Year return
15.22%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹594.14 Cr.
Expense Ratio
1.3% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Union Mutual Fund Managers
PA
Parijat Agrawal
Fund Manager since Jul 2022
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Aggressive Hybrid Fund Direct IDCW Payout |
24.89% |
3.5 |
Bank of India Mid and Small Cap Equity and Debt Fund Direct Plan IDCW Payout |
23.86% |
3 |
Quant Absolute Fund IDCW Direct Plan Payout |
22% |
4 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
About Union Hybrid Equity Fund Direct Plan Growth
Union Hybrid Equity Fund is managed by Union Asset Management Company (AMC) and falls under the hybrid fund category. As a hybrid fund, it offers a mix of equity and debt instruments in its portfolio to balance risk and return.
Investment Objectives of the Scheme
The primary objective of Union Hybrid Equity Fund is to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. Additionally, the fund aims to generate regular income through investments in fixed income securities.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.3% |
Fund Manager | Parijat Agrawal |
Fund Size | ₹594.14 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund can be suitable for investors who are looking for a balanced approach to their investments. If you seek exposure to both equities and fixed income securities in a single fund, Union Hybrid Equity Fund could be a potential choice. It's also suitable for investors who have a moderate risk tolerance and are willing to hold their investments for the long term. Please note that while Union Hybrid Equity Fund aims to balance risk, it's important to assess your own risk tolerance and financial goals before making any investment decisions. Always consult with a financial advisor to ensure that any investment aligns with your individual needs and circumstances.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Union Aggressive Hybrid Fund?
What is the AUM of Union Aggressive Hybrid Fund?
What is the expense ratio of Union Aggressive Hybrid Fund?
What are the returns of Union Aggressive Hybrid Fund since inception?
What is the minimum SIP amount to invest in Union Aggressive Hybrid Fund?
How do I invest in Union Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.