Union Aggressive Hybrid Fund - Regular Plan - Growth Option

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Category: Hybrid: Aggressive
Launch Date: 18-12-2020
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 2.83% As on (31-07-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 762.44 Cr As on (31-07-2026)
Turn over: 0.78

NAV as on 03-09-2026

18.71 0.04 (0.2138%)

CAGR Since Inception

11.57%

CRISIL Hybrid 35+65 - Aggressive Index 11.83%

PERFORMANCE of Union Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 03-09-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Union Aggressive Hybrid Fund - Regular Plan - Growth Option	4.12	10.2	8.26	-	11.57
Benchmark	-	-	-	-	-
Hybrid: Aggressive	3.1	10.71	9.47	11.06	11.98

Yearly Performance (%)

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Fund Managers

Sanjay Bembalkar, Vinod Malviya, Parijat Agrawal

Investment 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.

RETURNS CALCULATOR for Union Aggressive Hybrid Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Union Aggressive Hybrid Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Union Aggressive Hybrid Fund - Regular Plan - Growth Option	9.42	0.46	4.07	0.36	7.39	3.95
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of Union Aggressive Hybrid Fund - Regular Plan - Growth Option

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Period

Data as on - 03-09-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Union Aggressive Hybrid Fund - Regular Plan - Growth Option	18-12-2020	4.12	2.58	10.2	8.26	0.0
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth	05-07-2016	14.13	4.35	16.54	13.96	15.18
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan	21-03-2001	10.94	2.15	12.43	11.78	15.05
Navi Aggressive Hybrid Fund - Regular Plan - Growth	23-04-2018	9.32	4.25	10.78	9.79	0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	7.87	6.09	13.41	10.53	0.0
HSBC Aggressive Hybrid Fund - Regular Growth	01-01-2013	7.08	3.79	12.84	10.14	10.76
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	6.19	5.98	12.45	9.63	11.65
Kotak Aggressive Hybrid Fund - Regular Plan -Growth	25-11-1999	5.38	2.73	12.19	11.17	12.11
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	02-07-2015	4.65	2.18	10.34	8.79	11.57
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth	31-03-1991	3.82	1.72	10.55	8.16	8.96

PORTFOLIO ANALYSIS of Union Aggressive Hybrid Fund - Regular Plan - Growth Option

Asset Allocation (%)