Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal

Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal is a hybrid fund. This fund was started on 18 December, 2020. The fund is managed by Sanjay Bembalkar. This fund gives you the benefit of diversification.

1. Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal has ₹635 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 1.
   

Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal has given a CAGR return of 15.14% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 11.36% and 15.91% respectively.

Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Industrial, Consumer Cyclical, Basic Materials, Tech, Health, Energy, Consumer Defensive, Communication, Utilities.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Union Aggressive Hybrid Fund Direct Payout of Income Distribution cum capital withdrawal has no lock in period.