Union Aggressive Hybrid Fund Regular Plan Growth

16.16
NAV (Apr 26,2024)

Introducing the Union Aggressive Hybrid Fund - Regular Plan - Growth, a powerful investment option. With an expense ratio of 2.44%, this fund promises excellent growth potential. It has a PE ratio of 43.94 and a PB ratio of 7.57, indicating its strong underlying assets. The scheme has an AUM of INR 584.13 crore and a minimum investment requirement of INR 1000. Established on December 18, 2020, this fund offers flexibility and growth opportunities. Invest now for a prosperous financial future.

Union Aggressive Hybrid Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Union Aggressive Hybrid Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    43.94
  • P/B Ratio
    UM_URBAN_MONEY

    7.58
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    1.01
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.44%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

584.13 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,582.84 (5.83%)11,735.66 (17.36%)13,011.27 (30.11%)15,464.11 (54.64%)-- (--)
31,748.52 (5.83%)35,206.98 (17.36%)39,033.81 (30.11%)46,392.33 (54.64%)-- (--)
52,914.2 (5.83%)58,678.3 (17.36%)65,056.35 (30.11%)77,320.55 (54.64%)-- (--)
84,662.72 (5.83%)93,885.28 (17.36%)1,04,090.16 (30.11%)1,23,712.88 (54.64%)-- (--)
1,05,828.4 (5.83%)1,17,356.6 (17.36%)1,30,112.7 (30.11%)1,54,641.1 (54.64%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd6.97%
  • TREPS6.62%
  • Small Industries Development Bank of India5.99%
  • REC Ltd5.68%
  • Power Finance Corporation Ltd4.83%
  • ICICI Bank Ltd4.72%
  • National Bank for Agriculture and Rural Development4.26%
  • Larsen & Toubro Ltd4.00%
  • Reliance Industries Ltd3.78%
  • Infosys Ltd2.56%
  • Tata Motors Ltd DVR2.54%
  • NTPC Ltd2.40%
  • Axis Bank Ltd2.24%
  • Bharti Airtel Ltd2.07%
  • State Bank of India1.92%
  • Tata Consumer Products Ltd1.64%
  • Kesoram Industries Ltd1.57%
  • Tata Consultancy Services Ltd1.43%
  • Varun Beverages Ltd1.41%
  • LTIMindtree Ltd1.34%
  • Polycab India Ltd1.21%
  • Dixon Technologies India Ltd1.20%
  • Canara Bank1.12%
  • Nippon Life India Asset Management Ltd1.12%
  • Electronics Mart India Ltd1.07%
  • Escorts Kubota Ltd1.05%
  • Sonata Software Ltd1.04%
  • Solar Industries India Ltd1.03%
  • Zomato Ltd0.99%
  • Bajaj Finance Ltd0.98%
  • Mankind Pharma Ltd0.97%
  • TVS Motor Company Ltd0.96%
  • Tech Mahindra Ltd0.93%
  • Titan Company Ltd0.89%
  • Maruti Suzuki India Ltd0.89%
  • Sun Pharmaceutical Industries Ltd0.88%
  • Shriram Finance Ltd0.87%
  • Indian Railway Finance Corporation Ltd0.86%
  • Hitachi Energy India Ltd0.85%
  • Oberoi Realty Ltd0.83%
  • UNO Minda Ltd0.80%
  • Bharat Electronics Ltd0.74%
  • Hindalco Industries Ltd0.74%
  • Eureka Forbes Ltd0.74%
  • Ethos Ltd0.72%
  • HCL Technologies Ltd0.70%
  • Balkrishna Industries Ltd0.68%
  • Syrma SGS Technology Ltd0.68%
  • Jio Financial Services Ltd0.68%
  • Bajaj Auto Ltd0.67%
  • Coforge Ltd0.67%
  • C E Info Systems Ltd0.60%
  • Sona Blw Precision Forgings Ltd0.57%
  • PB Fintech Ltd0.57%
  • Trent Ltd0.51%
  • CG Power and Industrial Solutions Ltd0.50%
  • The Phoenix Mills Ltd0.50%
  • Glenmark Life Sciences Ltd0.47%
  • Net Receivable Payable0.35%
  • Cera Sanitaryware Ltd0.18%
  • Neogen Chemicals Ltd0.17%
  • Day Treasury Bills0.06%
  • Indian Bank0.03%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.51%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

18.89%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

18.00%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

14.41%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.28%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.70%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

12.57%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

11.73%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.39%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

39.99%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

35.45%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

33.24%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

28.73%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.62%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

27.92%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.96%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

27.07%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.39%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

16.77%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

14.13%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.41%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

24.47%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.19%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

14.50%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.35%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

13.27%

HSBC Aggressive Hybrid Fund - Regular Plan - GrowthHSBC Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.97%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.81%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.62%

Fund Managers

SB

Mr. Sanjay BembalkarFund Manager

HB

Mr. Hardick BoraCo-Fund Manager

Over 8 years of experience in the financial services sector.

PA

Mr. Parijat AgrawalHead - Fixed Income

Mr. Agrawal has been appointed as a Head - Fixed Income w.e.f. September 2010. He has got over 17 years of experience in Funds Management.

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