NFO Monitor

Fund Fact

Name of Funds:

Union Hybrid Equity Fund

Opening:

27th November 2020

Closing:

11th December 2020

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

The scheme aims to generate long-term capital appreciation and income by investing in a mix of equity and debt instruments.

Benchmark:

Fund Manager:

Asset Allocation

Comparable existing schemes

Fund Prognosis

Idea Distiller

A hybrid allocation designed to balance equity growth potential with the relative stability of fixed income.

Fund House AAUM:
Fund Manager:

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A one-fund option for investors wanting balanced exposure without managing separate equity and debt allocations.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028