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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 48.66 | 1.40 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 43.82 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Union Aggressive Hybrid Fund(IDCW-Payout) | 21.34% | 13.02% | 17.04% |
SBI Equity Hybrid Fund(IDCW-Payout) | 20.77% | 12.53% | 11.29% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 15.61% | 11.62% | 11.47% |
HDFC Hybrid Equity Fund(IDCW) | 13.23% | 7.82% | 3.52% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
6.82 %
Holdings
4.58 %
Holdings
3.08 %
Union Asset Management Company Pvt. Ltd (the AMC) is the approved Asset Management Company of Union Mutual Fund which was granted a Certificate of Registration by the SEBI in March 2011.
No.of Schemes
26
Total AUM
₹ 19,608.76 Cr.
Sanjay Bembalkar
AUM: ₹13,727.19 Cr.
|
Exp: 12yrs
Vinod Malviya
AUM: ₹6,920.39 Cr.
|
Exp: 14yrs
Parijat Agrawal
AUM: ₹7,395.49 Cr.
|
Exp: 17yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%