Union Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by Union Asset Management Company Private Limited
3Y Returns (CAGR)
13.70%
Expense Ratio
1.66%
as of 01/04/2026
AUM
₹31.37 Cr
Qtr End: Dec 25
NAV
₹19.14
as of 17/04/2026
3Y Returns (CAGR)
13.70%
Expense Ratio
1.66%
as of 01/04/2026
AUM
₹31.37 Cr
Qtr End: Dec 25
NAV
₹19.14
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.16% | -0.62% | 17.17% |
| 6M | -2.00% | -3.95% | 12.83% |
| 1Y | 5.16% | 5.16% | 10.59% |
| 3Y | 47.00% | 13.70% | 10.41% |
| 5Y | 79.38% | 12.40% | 10.56% |
Scheme Details
- Launch Date
- 27/11/2020
- Fund Age
- 5.4 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 | 16.65% | 0.58% | ₹51.84 |
| SBI EQUITY HYBRID FUND - Direct - Growth | 14.74% | 0.66% | ₹4,739.68 |
| ICICI Prudential Equity & Debt Fund - Direct - Growth | 18.48% | 0.92% | ₹12,077.79 |
| Mirae Asset Aggressive Hybrid Fund - Direct - Growth | 14.52% | 0.57% | ₹1,824.6 |
| Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth | 16.57% | 0.76% | ₹54.97 |
| Edelweiss Aggressive Hybrid Fund - Direct - Growth | 16.78% | 0.46% | ₹400.91 |
| Kotak Aggressive Hybrid Fund - Direct - Growth | 15.78% | 0.47% | ₹927.04 |