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Union Aggressive Hybrid Fund Direct growth
Hybrid • Aggressive • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct growth
Launched On
18 Dec 2020
4.8 years ago
Lock-in Period
No lock-in
NAV
as of 26 Sep 2025
₹18.88
-0.4707% (0.00)
AUM
₹662 Cr
Expense ratio
1.2%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Technology
Basic Materials
Fund House
Union
Inc: 02 Sep 2010 • Total AUM: ₹23,951 Cr • Rank #27Union Asset Management Company Private Limited is the asset management company (AMC) for Union Mutual Fund. It was established in December 2009 as a subsidiary of Union Bank of India. Initially, it was a joint venture with KBC Asset Management, but Union Bank of India later became the sole owner in 2017
Fund Managers
Sanjay Bembalkar
Experience: 4.30 yrs • Total AUM: 60,156 Cr
Parijat Agrawal
Experience: 13.62 yrs • Total AUM: 1,12,833 Cr
Vinod Malviya
Experience: 2.66 yrs • Total AUM: 40,386 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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