Union Hybrid Equity Fund

Hybrid | Aggressive Hybrid Mutual Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹1,000 1.46 % 0★ ₹549 2 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹1,000 1.46 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹549 Cr 2 Years
Rating Fund Size Fund Age

Scheme Objective

The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments. However, there is no assurance that the Investment Objective of the Scheme will be achieved.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 1.1% - - 11.7%
Category Average 3.9% 14.6% 11.9% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
6.92%
ICICI Bank
6.52%
Reliance Industr
5.38%
Infosys
4.28%
Bharti Airtel
2.57%
Others
74.33%
Debt
25.1%
Banks
20.03%
Petroleum Products
5.98%
Auto Components
4.28%
Automobiles
3.03%
Others
41.59%
Equity
74.15%
Corporate Debentures
17.87%
Certificate of Deposit
4.33%
Reverse Repos
2.76%
Net Curr Ass/Net Receivables
0.75%
Others
0.14%

Fund House Details

Union Mutual Fund

Union Hybrid Equity Fund

Fund Manager
Sanjay Bembalkar

Exit Load

Exit Load 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Advance Ratio

-0.01 0.8 0.69 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Union Mutual Fund
AUM:
9,808 Cr
Address:
Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
Contact:
022-67483300
Email ID:
investorcare@unionmf.com

Frequently Asked Questions

You can invest in Union Hybrid Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Union Hybrid Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Union Hybrid Equity Fund has delivered 11.7% since inception
The NAV of Union Hybrid Equity Fund is ₹12.6 as of 30 January 2023.
The expense ratio of Union Hybrid Equity Fund is 1.46 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now