Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Union Aggressive Hybrid Fund - Direct Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 57/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)11.4%
- Expense ratio (20%)1.71%
- AUM (15%)₹762 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Union Mutual Fund · Hybrid · Aggressive Hybrid
₹19.97
AUM: ₹762 Cr
NAV updated 22 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.71%
Exit Load
Exit load of 1% if redeemed within 15 days.
Fund Manager
Parijat Agrawal
Inception
Dec 2020
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
0.01
Std Dev (1Y)
10.88%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.5%
3m
+6.85%
6m
+6.05%
1y
+5.44%
3y
+11.4%
5y
+9.5%
10y
—
since inception
+12.86%
TopFund's Take on Union Aggressive Hybrid Fund - Direct Plan - Growth Option
Union Aggressive Hybrid Fund - Direct Plan - Growth Option sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.
Cost: At 1.71%, the expense ratio runs 99% above the Aggressive Hybrid category average of 0.86%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.01 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 10.88% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
Similar Funds
ICICI Prudential Aggressive Hybrid Active FOF - Growth
ICICI Prudential Mutual Fund
ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - Growth
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option
Edelweiss Mutual Fund
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
ICICI Prudential Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Union Aggressive Hybrid Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Union Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹19.97. NAV is updated every business day after market close by AMFI.
1Y: 5.44% · 3Y CAGR: 11.4% · 5Y CAGR: 9.5%
The expense ratio of Union Aggressive Hybrid Fund - Direct Plan - Growth Option is 1.71% per annum. This is the annual fee charged by the fund to manage your investment.
Union Aggressive Hybrid Fund - Direct Plan - Growth Option is managed by Parijat Agrawal at Union Mutual Fund.
Union Aggressive Hybrid Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Union Aggressive Hybrid Fund - Direct Plan - Growth Option is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Aggressive Hybrid Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Union Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹762 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.