NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal for NRI [17.29]

Min Investment

₹1,000

Fund Size

₹636.88 Cr

Expense Ratio

2.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹17.29

0.35%

NAV as on 07 May 25, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 07 May 25, 12:00 AM

very high risk

aggressive allocation

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

15.15%p.a.

Since Inception

About Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal for NRIs

NRIs can achieve long-term capital appreciation by investing in the Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal scheme from Union Asset Management Company Pvt. Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Dec 2020, Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal is Aggressive Allocation fund of its category with 636.88 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal delivered 0.0% annual returns during the last year. It has delivered 15.2% average annual returns since the fund was launched.
  • Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

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.

Top 10 Holdings

HDFC Bank Ltd

6.82%

ICICI Bank Ltd

4.58%

Rural Electrification Corporation Limited

3.99%

Power Finance Corporation Ltd.

3.95%

Infosys Ltd

3.08%

Reliance Industries Ltd

2.92%

Larsen & Toubro Ltd

2.85%

Bharti Airtel Ltd

2.50%

Indian Railway Finance Corporation Limited

2.38%

National Bank for Agriculture and Rural Development

2.37%

Fund Managers

  1. Parijat Agrawal (Dec 2020 - Present)
  2. Sanjay Bembalkar (Jan 2023 - Present)
  3. Vinod Malviya (Nov 2024 - Present)

Key Information

View Scheme Document

Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Union Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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