Union Aggressive Hybrid Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Aggressive Hybrid Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹737 Cr
N/A
2.77
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
CRISIL Hybrid 35+65 - Aggressive Total Return Index
Union Aggressive Hybrid Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.09 | -0.17 | 126.76 |
| 6M | 0.88 | 1.63 | 126.76 |
| 1Y | 0.11 | 4.20 | 126.76 |
| 3Y | 10.60 | 13.24 | 126.76 |
Portfolio Analysis
- Equity: 72.95%
- Debt: 27.05%
- Others
About Fund Union Aggressive Hybrid Fund Growth
Union Aggressive Hybrid Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹737 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Total Return Index while maintaining an expense ratio of 2.77. Under the expert guidance of Vinod Malviya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Vinod Malviya
Mr. Vinod Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared). Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Blended Plan B - Option I Growth | 0 | 773.84 CR | 0.42 |
| Franklin India Balanced Advantage Fund Growth | 2 | 2769.68 CR | 2.11 |
| SBI Balanced Advantage Fund Growth | 4 | 40673.49 CR | 1.68 |
| Union Aggressive Hybrid Fund Growth | 1 | 736.85 CR | 2.77 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Blended Plan B - Option I Growth | 10.635 | 33.278 |
| This FundFranklin India Balanced Advantage Fund Growth | -0.3696 | 33.8552 |
| This FundSBI Balanced Advantage Fund Growth | 1.6431 | 34.6427 |
| This FundUnion Aggressive Hybrid Fund Growth | 0.1092 | 35.2768 |
Union Aggressive Hybrid Fund Growth FAQs
- 1 Month : 4.09%
- 6 Months : 0.88%
- 1 Year : 0.11%
- 3 Years : 10.60%
