Hybrid Generate Income and create wealth
Aggressive Hybrid Fund
Category Rank
Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment
Rating
Fund
Time to Invest
Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment
NAV
14.16
(20/09/2023)
L 52Wk H
12.01
14.30
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Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment

Hybrid
Aggressive Hybrid Fund
Generate Income and create wealth
Rank Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment
Fund
NAV
14.16
(20/09/2023)
Time to Invest
Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment
Rating
L 52Wk H
12.01
14.30
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. .

Category
  • Hybrid - Aggressive Hybrid Fund
Benchmark
  • CRISIL Hybrid 35+65 - Aggressive Index
Returns
Absolute
1M
2.83%
3M
5.91%
6M
17.32%
Annualised
1Y
11.32%
3Y
-
5Y
-
Historical NAV
NAV for scheme Union Hybrid Equity Fund - Regular Plan - IDCW Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment

AUM

543.80 Cr
Union Hybrid Equity Fund - Regular Plan - Idcw Reinvestment AUM is 89% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 15D Nil after 15D
Lock In Period - NIL

Expense Ratio

2.46%

Turnover Ratio

NA