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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹652 Cr

Lock In Period

N/A

Expense Ratio

2.43

Benchmark

CRISIL Hybrid 35+65 - Aggressive Total Return Index

Exit Load

1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Summary

Latest details for Union Aggressive Hybrid Fund Growth include a ₹18.10 NAV as of May 08,2026 and returns since inception of 43.94%. Minimum investments start at SIP ₹500. The Union Aggressive Hybrid Fund Growth AUM is ₹652 Cr, with a lock-in of N/A years, expense ratio of 2.43%, and benchmark CRISIL Hybrid 35+65 - Aggressive Total Return Index. Exit load is - 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded 6.50% returns, against a category average of -1.34% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.50-1.34126.76
6M-0.550.43126.76
1Y5.152.76126.76
3Y12.918.68126.76

Portfolio Analysis

  • Equity: 71.66%
  • Debt: 28.34%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.3.25%
2. ICICI Bank Ltd.2.77%
3. Kotak Mahindra Bank Ltd.1.76%
4. Ujjivan Small Finance Bank Ltd.1.48%

1. Indian Bank2.73%
2. State Bank of India2.33%

1. Max Financial Services Ltd.1.53%
2. 360 ONE WAM Ltd.0.96%
3. TATA Capital Ltd.0.95%
4. Kfin Technologies Ltd.0.81%

1. Infosys Ltd.1.74%
2. Tata Consultancy Services Ltd.0.88%
3. Mphasis Ltd.0.79%
4. HCL Technologies Ltd.0.74%
5. Digitide Solutions Ltd.0.07%

1. Bharti Airtel Ltd.2.30%
2. Bharti Hexacom Ltd.1.85%

1. Shriram Finance Ltd.1.85%
2. L&T Finance Ltd.1.17%

1. Reliance Industries Ltd.2.91%

1. NTPC Ltd.1.48%
2. JSW Energy Ltd.0.83%
3. Clean Max Enviro Energy Solutions Ltd.0.33%

1. Sun Pharmaceutical Industries Ltd.1.37%
2. Lupin Ltd.0.82%

1. Bharat Electronics Ltd.1.11%
2. Data Patterns (India) Ltd.1.00%

1. Tata Consumer Products Ltd.1.87%

1. Schneider Electric Infrastructure Ltd.1.03%
2. CG Power and Industrial Solutions Ltd.0.84%

1. Larsen & Toubro Ltd.1.71%

1. Maruti Suzuki India Ltd.1.60%

1. Krishna Institute of Medical Sciences Ltd.0.95%
2. Max Healthcare Institute Ltd.0.56%

1. Amber Enterprises India Ltd.0.83%
2. Eureka Forbes Ltd.0.57%

1. Voltamp Transformers Ltd.0.85%
2. KEC International Ltd.0.53%

1. ZF Commercial Vehicle Control Systems India Ltd.1.26%

1. Oil India Ltd.0.78%
2. Oil & Natural Gas Corporation Ltd.0.47%

1. Jindal Steel Ltd.1.18%

1. The Phoenix Mills Ltd.1.02%

1. Gabriel India Ltd.1.01%

1. Nippon Life India Asset Management Ltd.1.01%

About Fund

Union Aggressive Hybrid Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹652 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Total Return Index while maintaining an expense ratio of 2.43. Under the expert guidance of Vinod Malviya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vinod Malviya

Mr. Vinod Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared). Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundMirae Asset Balanced Advantage Fund Growth31939.85 CR2.05
This FundWhiteOak Capital Balanced Advantage Fund Growth02004.9 CR2.06
This FundFranklin India Balanced Advantage Fund Growth22662.52 CR1.96
This FundSBI Balanced Advantage Fund Growth338487.87 CR1.55
This FundUnion Aggressive Hybrid Fund Growth1652 CR2.43
Fund Name1Y3Y
This FundMirae Asset Balanced Advantage Fund Growth6.376439.7055
This FundWhiteOak Capital Balanced Advantage Fund Growth3.476140.86
This FundFranklin India Balanced Advantage Fund Growth2.430540.8705
This FundSBI Balanced Advantage Fund Growth5.656742.6215
This FundUnion Aggressive Hybrid Fund Growth5.147543.943

FAQs

Union Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Aggressive Hybrid Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 6.50%
  • 6 Months : -0.55%
  • 1 Year : 5.15%
  • 3 Years : 12.91%
Returns of Union Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 18.10 as on May 08,2026. Since inception, the return has been 43.94%.

You can invest in Union Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Aggressive Hybrid Fund Growth is ₹652 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500