Skip to main content

Union Mutual Fund Launch'Union Hybrid Equity Fund'.

 Union Mutual Fund House Announce to launch a New Mutual Fund scheme Named Union HYBRID Equity Fund-Aggresive predominantly scheme invest in Equity and Equity Related and Debt Securities seeks to Generate Regular Income.




  Let Firstly we Know About Aggressive Hybrid Funds:-

Aggressive Hybrid Funds are balanced funds invest primarily in stocks with some allocation to FD-like instruments. Spreading out of investments means these funds are less risky than pure equity funds with almost similar returns in the long run. Up to 75% allocation to stocks gives your money a chance to grow.

Union Hybrid Equity Fund.-Aggresive

Issue Open From:-27-november-2020

Issue Closing On:-11-December-2020

Fund Manager:-1.Hardick Bora

                            2.Vinay Paharia

                            3.Parijat Aggarwal

Invest Now

Scheme Type:-Open-Ended

Exit Load:- 1% if redeemed before 1 Year.

Scheme Benchmark:-CRISIL Hybrid 35+65 Aggressive TRI

Risk:-Moderately High

Investment Objective:-The Scheme Seeks 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 and Money Market Instruments.

Performance of Existing Hybrid Schemes:-


1.JM HYBRID EQUITY FUND-Aggressive

NAV:-52.27 as on 6 November

Launch Date:-1-04-1995

Scheme Type:-Open-Ended

Min.SIP amount:-500

Fund Manager:-Sanjay Kumar Chhabaria

AUM:-6.7Crore

Expense Ratio:-1.99%

Exit Load:-1%if redeem within 60 Days.

Benchmark:-CRISIL Hybrid 35+65 Aggressive TRI

Risk: Moderately High

Past Returns:-

1 Month:-4.55%

1Year:-20.84%

3 Year:-10.89%


Comments

Popular posts from this blog

Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution

  🌐 Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution         What’s Inside the NFO? Launch Dates: Opens June 13, 2025 and closes June 27, 2025  . Minimum Investment: ₹ 500; no exit load  . Offer Price: Units offered at ₹ 10 during NFO  . Scheme Type: Fund of Funds (FoF) investing in Groww Nifty India Internet ETF (‘the ETF’)  . Fund Managers: Nikhil Satam, Aakash Chauhan & Shashi Kumar  . Investment Objective The scheme aims for long-term capital growth by mirror‑investing at least 95% in the ETF, which itself replicates the Nifty India Internet Index – TRI  . Assets not invested in the ETF may be directed to debt or money market instruments (up to 5%) . Why the Internet Index? 21 companies across e‑commerce, fintech, digital travel, stockbroking, online media, etc.  . Index is market‑cap weighted (capped at 20% per stock), rebalanced quarterly and reconstituted s...

AXIS MUTUAL FUND TO LAUNCHAXIS TECHNOLOGY ETF

  Axis Mutual Fund Launching it's Technology Fund Category Average Returns in Last 6 Months is 26.30% An Open-Ended Exchange Traded Fund tracking NIFTY IT INDEX. Issue Open From:-18-Mar-2021 Issue Closing On:-23-Mar-2021 Fund Manager:- Mr.Jinesh Gopani Mr.Viresh Joshi Benchmark:- NIFTY IT TRI Expense Ratio:-Upto 1% Exit Load:-Nil Invesment Objective :-The Scheme Seeks to provide returns Before expenses that closely correspond to the Total Return of NIFTY IT INDEX, subject To Tracking Error. Read The Scheme Information Documents Risk:- High Suitable For:- Long Term Wealth Creation Invest In IT Sector Fund How will The Scheme Allocates Its Assets.. 95%-100% Equity Instruments coveted By constituting NIFTY IT INDEX 0-5% In Debt&Money Market Instruments. Performance Of Existing Schemes:- 1.ICICI PRUDENTIAL IT ETF:- 3 Months:-14.67% 6 Months:-33.47% 2.SBI IT ETF:- 1 Month:-2.91% 3 Month:-15.16%

ICICI PRUDENTIAL FIXED MATURITY plan- series 87

      Hello everyone Today I discusse with you  a NFO of ICICI PRUDENTIAL FIXED MATURITY SCHEME so Let's Start on our conversation.       Scheme Name:-ICICI PRUDENTIAL FIXED MATURITY PLAN SERIRES 87-1127 Days plan          Objective  of scheme:- The investment objective of scheme is to seek to generate income by investing  in a portfolio of fixed income securities/debt instruments maturing on or before the maturity of the scheme.     Scheme Type:- Close ended      Scheme catagory:-Income         NFO launch date:-12 march 2020                NFO closure Date:-25 march 2020        Indicate Load:- Entry load not applicable.Exit load since the scheme will be listed on stock exchange,exit load will not be applicable.       Minimum subscription amount:- 5000      Sourc...