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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%


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