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Union Aggressive Hybrid Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Union Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹707 Cr

Lock In Period

N/A

Expense Ratio

2.57

Exit Load

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

Benchmark

CRISIL Hybrid 35+65 - Aggressive Total Return Index

Summary

Union Aggressive Hybrid Fund Growth NAV is ₹17.56 as of 2 Jun, 2026. Union Aggressive Hybrid Fund Growth has delivered 36.44% returns since its launch. The minimum SIP investment amount in Union Aggressive Hybrid Fund Growth is ₹500. The AUM of Union Aggressive Hybrid Fund Growth is ₹707 Cr. The expense ratio of the fund is 2.57%, and its benchmark is CRISIL Hybrid 35+65 - Aggressive Total Return Index. The current exit load of the fund 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 last 1M months, Union Aggressive Hybrid Fund Growth has delivered -1.17% returns.

Union Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.17-0.21126.76
6M-4.431.19126.76
1Y-0.344.09126.76
3Y10.9113.59126.76

Portfolio Analysis

  • Equity: 74.29%
  • Debt: 25.71%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.4.02%
2. HDFC Bank Ltd.3.17%
3. Axis Bank Ltd.1.61%
4. Ujjivan Small Finance Bank Ltd.1.54%
5. Kotak Mahindra Bank Ltd.0.54%

1. Bajaj Finance Ltd.1.86%
2. Shriram Finance Ltd.1.82%
3. L&T Finance Ltd.1.25%

1. State Bank of India2.34%
2. Indian Bank1.93%

1. Bharti Airtel Ltd.2.24%
2. Bharti Hexacom Ltd.1.72%

1. Infosys Ltd.1.52%
2. Tata Consultancy Services Ltd.0.85%
3. Mphasis Ltd.0.80%
4. HCL Technologies Ltd.0.61%

1. NTPC Ltd.1.47%
2. Clean Max Enviro Energy Solutions Ltd.1.05%
3. JSW Energy Ltd.0.91%

1. Max Financial Services Ltd.1.50%
2. 360 ONE WAM Ltd.0.97%
3. TATA Capital Ltd.0.96%

1. Reliance Industries Ltd.2.45%

1. Tata Consumer Products Ltd.1.94%

1. Larsen & Toubro Ltd.1.80%

1. Maruti Suzuki India Ltd.1.60%

1. Voltamp Transformers Ltd.1.06%
2. KEC International Ltd.0.54%

1. Amber Enterprises India Ltd.0.94%
2. Eureka Forbes Ltd.0.60%

1. Krishna Institute of Medical Sciences Ltd.0.94%
2. Max Healthcare Institute Ltd.0.53%

1. Schneider Electric Infrastructure Ltd.1.39%

1. Lupin Ltd.0.75%
2. Sun Pharmaceutical Industries Ltd.0.50%

1. ZF Commercial Vehicle Control Systems India Ltd.1.24%

1. Oil India Ltd.0.74%
2. Oil & Natural Gas Corporation Ltd.0.46%

1. Jindal Steel Ltd.1.19%

1. Nippon Life India Asset Management Ltd.1.17%

1. Gabriel India Ltd.1.16%

1. JSW Infrastructure Ltd.1.15%

1. Inventurus Knowledge Solutions Ltd.1.12%

1. The Phoenix Mills Ltd.1.10%

1. Bharat Electronics Ltd.1.10%

1. Aarti Industries Ltd.0.66%
2. Pidilite Industries Ltd.0.43%

1. Sona Blw Precision Forgings Ltd.1.08%

1. Eternal Ltd.1.02%

1. One 97 Communications Ltd.1.01%

About Fund Union Aggressive Hybrid Fund Growth

Union Aggressive Hybrid Fund Growth managed by Union Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹707 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Total Return Index while maintaining an expense ratio of 2.57. 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
Mirae Asset Balanced Advantage Fund Growth32067.51 CR2.06
Franklin India Balanced Advantage Fund Growth22788.55 CR2.14
WhiteOak Capital Balanced Advantage Fund Growth02152.37 CR2.51
Union Aggressive Hybrid Fund Growth1707.07 CR2.57
Fund Name1Y3Y
This FundMirae Asset Balanced Advantage Fund Growth2.397534.4486
This FundFranklin India Balanced Advantage Fund Growth-1.429135.1834
This FundWhiteOak Capital Balanced Advantage Fund Growth-0.063735.6477
This FundUnion Aggressive Hybrid Fund Growth-0.337636.4407

Union Aggressive Hybrid Fund Growth 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 2.57. 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 : -1.17%
  • 6 Months : -4.43%
  • 1 Year : -0.34%
  • 3 Years : 10.91%
Returns of Union Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 17.56 as on Jun 01,2026. Since inception, the return has been 36.44%.

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 ₹707 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.