Union Aggressive Hybrid Fund - Regular Plan - Growth Option

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)Very High Risk★★★★★ISIN INF582M01HC4

NAV · 06-Jul-2026

₹18.5400

+5.07%

-0.81%

1Y (CAGR)

+1.04%

3Y (CAGR)

+10.91%

5Y (CAGR)

+9.68%

Since inception (CAGR)

+11.65%

NAV history

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Risk & SIP analytics

Q3 · 3Y in category

Volatility (3y)

10.56%

Downside dev (3y)

8.72%

Max drawdown (3y)

-14.0%

Sharpe (3y)

0.42

SIP XIRR (3y)

+6.60%

SIP XIRR (5y)

+9.16%

Calendar-year returns

2021 +26.9%2022 -0.7%2023 +19.9%2024 +14.5%2025 +5.5%

Fund facts

Fund managerParijat Agrawal · Sanjay Bembalkar · Vinod Malviya

AUM₹7,082 Cr

TER · AMFI officialDirect 1.65% · Regular 2.77% (2026-06-30)

Launch date27-Nov-2020

Plan typeOpen Ended · Hybrid

Min lumpsumRs. 1000 and in multiples of Rs.1 thereafter

Lock-inNone

Volatility10.68

AMCUnion Asset Management Company Private Limited

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.

scheme documents ↗