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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: 2.37% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 661.64 Cr As on (31-07-2025)
Turn over:
NAV as on 05-09-2025

17.95

0 (0.0%)

CAGR Since Inception

13.19%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

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

Scheme Performance (%) Data as on - 05-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 0.9 12.48 - - 13.19
Benchmark - - - - -
Hybrid: Aggressive -0.37 14.06 17.32 12.13 12.96

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 Mr. Sanjay Bembalkar, FM 2 Mr. Vinod Malviya, FM 3 Mr. 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.

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 0.64 5.73 0.1 7.39 3.95
Hybrid: Aggressive - - - - - -

PEER COMPARISION

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 0.9 13.01 12.48 0.0 0.0
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 5.72 15.35 13.24 16.04 12.4
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.15 19.21 19.2 24.67 16.17
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.12 16.01 14.79 17.87 0.0
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.4 12.42 12.62 14.06 9.2
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 1.27 14.93 15.03 16.82 12.86
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 0.99 16.82 16.9 19.61 12.93
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 0.98 16.8 16.82 19.54 12.89
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 0.92 16.96 16.46 19.78 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 0.89 17.72 15.82 16.09 0.0

Asset Allocation (%)

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

Portfolio as on