Union Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Union Asset Management Company Private Limited
3Y Returns (CAGR)
10.66%
Expense Ratio
1.67%
as of 01/08/2026
AUM
₹30.45 Cr
Qtr End: Jun 26
NAV
₹19.42
as of 16/10/2026
3Y Returns (CAGR)
10.66%
Expense Ratio
1.67%
as of 01/08/2026
AUM
₹30.45 Cr
Qtr End: Jun 26
NAV
₹19.42
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.17% | -8.39% | 9.11% |
| 6M | 1.36% | 2.73% | 9.58% |
| 1Y | -0.56% | -0.56% | 11.28% |
| 3Y | 35.52% | 10.66% | 10.85% |
| 5Y | 46.46% | 7.93% | 10.69% |
Scheme Details
- Launch Date
- 27/11/2020
- Fund Age
- 5.9 years
- Minimum Investment
- ₹1,000
- Fund House
- Union Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Schemes)
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