Union Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by Union Asset Management Company Private Limited
3Y Returns (CAGR)
10.73%
Expense Ratio
1.20%
as of 01/05/2026
AUM
₹30.47 Cr
Qtr End: Mar 26
NAV
₹18.67
as of 03/06/2026
3Y Returns (CAGR)
10.73%
Expense Ratio
1.20%
as of 01/05/2026
AUM
₹30.47 Cr
Qtr End: Mar 26
NAV
₹18.67
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.11% | -4.38% | 15.71% |
| 6M | -4.60% | -8.99% | 13.35% |
| 1Y | -1.63% | -1.63% | 10.44% |
| 3Y | 35.78% | 10.73% | 10.57% |
| 5Y | 60.53% | 9.93% | 10.61% |
Scheme Details
- Launch Date
- 27/11/2020
- Fund Age
- 5.5 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.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Bandhan Aggressive Hybrid Fund - Direct - Growth | 14.61% | 0.60% | ₹54.5 |
| SBI EQUITY HYBRID FUND - Direct - Growth | 13.43% | 0.71% | ₹4,784.43 |
| ICICI Prudential Equity & Debt Fund - Direct - Growth | 15.81% | 0.92% | ₹12,527.3 |
| Mirae Asset Aggressive Hybrid Fund - Direct - Growth | 12.11% | 0.46% | ₹1,832.67 |
| Kotak Aggressive Hybrid Fund - Direct - Growth | 13.70% | 0.47% | ₹951.03 |
| HSBC Aggressive Hybrid Fund - Direct - Growth | 13.46% | 0.82% | ₹373.58 |
| Edelweiss Aggressive Hybrid Fund - Direct - Growth | 14.75% | 0.47% | ₹427.75 |