Union Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Union Asset Management Company Private Limited
3Y Returns (CAGR)
11.85%
Expense Ratio
1.71%
as of 01/07/2026
AUM
₹30.47 Cr
Qtr End: Mar 26
NAV
₹19.83
as of 17/07/2026
3Y Returns (CAGR)
11.85%
Expense Ratio
1.71%
as of 01/07/2026
AUM
₹30.47 Cr
Qtr End: Mar 26
NAV
₹19.83
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.50% | 14.74% | 9.99% |
| 6M | 3.44% | 7.00% | 13.75% |
| 1Y | 3.34% | 3.34% | 10.86% |
| 3Y | 39.94% | 11.85% | 10.71% |
| 5Y | 62.41% | 10.18% | 10.68% |
Scheme Details
- Launch Date
- 27/11/2020
- Fund Age
- 5.6 years
- Minimum Investment
- ₹1,000
- Fund House
- Union Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
Bandhan Aggressive Hybrid Fund - Direct - Growth
3Y CAGR15.24%
TER0.91%
AUM₹54.5 Cr
SBI EQUITY HYBRID FUND - Direct - Growth
3Y CAGR13.52%
TER0.80%
AUM₹4,784.43 Cr
ICICI Prudential Equity & Debt Fund - Direct - Growth
3Y CAGR15.33%
TER1.05%
AUM₹12,527.3 Cr
Quant Aggressive Hybrid Fund - Direct - Growth
3Y CAGR15.18%
TER1.36%
AUM₹739.85 Cr
Mirae Asset Aggressive Hybrid Fund - Direct - Growth
3Y CAGR12.31%
TER0.60%
AUM₹1,832.67 Cr
HSBC Aggressive Hybrid Fund - Direct - Growth
3Y CAGR14.06%
TER0.93%
AUM₹373.58 Cr
Kotak Aggressive Hybrid Fund - Direct - Growth
3Y CAGR14.25%
TER0.47%
AUM₹951.03 Cr