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FAQ : Union Aggressive Hybrid Fund - Regular Plan - Growth

Union Aggressive Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 10.79 9.39 N/A
Average Rolling Returns(%) 12.38 13.19 11.56 N/A

The Current NAV of Union Aggressive Hybrid Fund - Regular Plan - Growth is ₹18.02.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Union Aggressive Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 2.43%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Union Aggressive Hybrid Fund - Regular Plan - Growth is currently ₹652 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% of fund’s portfolio respectively.

Top three sectors of Union Aggressive Hybrid Fund - Regular Plan - Growth fund are BFSI, Others and Auto accounting for 51% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Union Aggressive Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.

Sanjay Bembalkar and Vinod Malviya manage the Union Aggressive Hybrid Fund - Regular Plan - Growth Fund.

Union Aggressive Hybrid Fund - Regular Plan - Growth current PE ratio is 35.02 and PB ratio is 5.87

The asset allocation of Union Aggressive Hybrid Fund - Regular Plan - Growth is Stocks : 71.68%, Debt : 28.26% and Gold : 0%

The minimum SIP amount for Union Aggressive Hybrid Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Union Aggressive Hybrid Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days

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