Union Hybrid Equity Fund Regular Growth

Hybrid
Aggressive Hybrid
Very High Risk
1M
6M
1Y
All
NAV: 03 Feb 2023₹12.52
Min. SIP amountNot Supported
RatingNA
Fund size₹549.04Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Absolute returns
3M6M1YAll
Fund returns4.2%11.8%0.2%27.7%
Category averageNANA0.2%NA
Rank with in category302926NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.9%
ICICI Bank Ltd.FinancialEquity6.5%
Reliance Industries Ltd.EnergyEquity5.4%
National Bank For Agriculture & Rural DevelopmentFinancialBonds4.5%
REC Ltd.FinancialNCD4.5%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture4.4%
National Bank For Agriculture & Rural Development
FinancialNCD4.4%
State Bank of India
FinancialCD4.3%
Infosys Ltd.TechnologyEquity4.3%
Bharti Airtel Ltd.CommunicationEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 2.52%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Parijat Agrawal
Nov 2020 - Present
View details

Education
Mr. Agrawal is a B.Tech and MBA from IIM Bangalore.
Experience
Prior to joining Union Mutual Fund, he has worked with SBI Mutual Fund, State Bank of Mauritius ltd. and SUN F&C Asset Management.
Also manages these schemes

Hardick Bora
Nov 2020 - Present
View details

Education
Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
Experience
He has been with Union KBC Mutual Fund since Sep10, 2014 to Oct 24, 2016 as Research Analyst. Nov 2012 to Sep 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research, Oct 2011 to Nov 2012 with Dolat Capital Markets Pvt Ltd. as Research Associate, Feb 2011 to Oct with Khandwala Securities Ltd. as Research Associate, Jul 2010 to Nov 2010 with Yen Management Consultants Pvt. Ltd. as Consultant, Jan 2008 to Jan 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager and Apr 2006 to Jul 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.
Also manages these schemes

Sanjay Bembalkar
Jan 2023 - Present
View details

Education
Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Experience
Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Phone
022-67483300 / 1800-200-2268
Launch Date
30 Dec 2009
Website
NA
Union Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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