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Aggressive Hybrid

Union Aggressive Hybrid Fund · Direct · Growth

Union Mutual Fund

NAV

₹19.1600

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+1.70%
3Y
+11.75%
5Y
+10.77%
Since Inception
+12.57%

SIP returns (XIRR)

1Y
+1.53%
3Y
+7.11%
5Y
+9.72%
Since Inception
+10.22%

Returns calculated from 18 December 2020 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryAggressive Hybrid
Launch Date18 Dec 2020
AMFI Code148592
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% Exit Load applicable within 1 Year

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Aggressive Hybrid Fund · Direct · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.

About This Fund

Union Aggressive Hybrid Fund · Direct · Growth is a Aggressive Hybrid mutual fund offered by Union Mutual Fund. The fund has been operational for over 5 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations