Hybrid | Aggressive Hybrid Fund
3Y Returns
12.43%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
1.36%
Fund Size
₹584 Cr
Inception Date
18-Dec-20
Fund Manager
Sanjay Bembalkar
Exit Load
1% on or before 15D, Nil after 15D.
Overall Fund Zi Tag
Asset Allocation
Equity
69.94%
Debt & Others
30.06%
Market Cap Allocation
Large Cap
52.32%
Mid Cap
9.55%
Small Cap
8.07%
Other Cap
30.06%
Investment Objective
The Investment Objective Of The Scheme Is To Achieve Long Term Capital Growth And Generate Incomefrom A Portfolio, Predominantly Of Equity And Equity Related Securities. The Scheme Will Also Invest Indebt & Money Market Instruments.
Fund House Detail
AMC Name
Union Asset Management Company Pvt. Ltd.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
26.99%
3Y
12.43%
5Y
NA
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
45.93%
3Y
22.89%
5Y
27.48%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
36.05%
3Y
21.3%
5Y
24.66%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
35.86%
3Y
20.01%
5Y
21.79%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
37.69%
3Y
19.68%
5Y
27.45%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
38.62%
3Y
18.89%
5Y
28.37%
Quant Absolute Fund Direct Plan - Growth
1Y
36.8%
3Y
18.68%
5Y
28.14%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
36.38%
3Y
18.26%
5Y
22.97%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
34.17%
3Y
17.72%
5Y
21.25%
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
34.68%
3Y
17.39%
5Y
21.52%
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
41.98%
3Y
17.38%
5Y
18.41%
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
35.51%
3Y
16.99%
5Y
20.41%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
30.5%
3Y
16.88%
5Y
15.85%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
30.34%
3Y
15.17%
5Y
18.62%
Navi Equity Hybrid Fund Direct Plan Growth
1Y
26.9%
3Y
14.51%
5Y
16.41%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
32.91%
3Y
14.42%
5Y
19.21%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
31.45%
3Y
14.18%
5Y
18.62%
Shriram Hybrid Equity Fund Direct - Growth
1Y
34.26%
3Y
14.13%
5Y
16.46%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
27.76%
3Y
14.04%
5Y
17.4%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
28.87%
3Y
13.95%
5Y
18.62%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
21.53%
3Y
13.84%
5Y
17.75%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
30.44%
3Y
13.81%
5Y
18.82%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
29.81%
3Y
13.65%
5Y
16.58%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
31.04%
3Y
13.01%
5Y
14.81%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
29.49%
3Y
12.04%
5Y
16.47%
Sbi Equity Hybrid Fund Direct Growth
1Y
24.95%
3Y
11.59%
5Y
16.06%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
27.76%
3Y
9.79%
5Y
15.19%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
24.67%
3Y
9.3%
5Y
15.03%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
6.58%
3Y
6.53%
5Y
12.22%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
-0.24%
5Y
9.07%
BSE Member code: 58371
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