Should I invest in Union Aggressive Hybrid Fund?

We don't give personal investment advice. Union Aggressive Hybrid Fund - Direct Plan - Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.1%. 5-year CAGR: 10.75%.

Union

Union Aggressive Hybrid Fund - Direct Plan - Growth Option

Latest NAV

₹19.8300

As of

17 Jul 2026

1,367 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.41%	+0.29%	+0.12	8 / 29	Q2
1W	+0.30%	+0.03%	+0.28	5 / 29	Q1
2W	+0.97%	+0.22%	+0.75	1 / 29	Q1
1M	+3.07%	+1.54%	+1.53	2 / 29	Q1
3M	+3.61%	+2.64%	+0.97	6 / 29	Q1
6M	+3.12%	+1.49%	+1.63	8 / 29	Q2
YTD	+1.33%	+0.06%	+1.27	8 / 29	Q2
1Y	+3.39%	+2.38%	+1.01	10 / 29	Q2
2Y	+4.58%	+3.64%	+0.95	10 / 29	Q2
3Y	+11.80%	+12.52%	-0.72	19 / 29	Q3
4Y	+13.24%	+14.19%	-0.95	19 / 28	Q3
5Y	+10.75%	+11.95%	-1.19	17 / 26	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+13.04%	+13.04%	-0.01	14 / 29	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.33%	+0.06%	+1.27	8 / 29
2025	+6.37%	+6.34%	+0.03	16 / 29
2024	+15.70%	+18.61%	-2.92	21 / 29
2023	+20.70%	+22.63%	-1.93	19 / 29
2022	+0.46%	+4.02%	-3.56	20 / 27
2021	+28.16%	+27.65%	+0.51	10 / 26
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.26%

56 windows

min -1.9% · max 33.0%

95% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+14.23%

32 windows

min 11.2% · max 17.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+11.83%

7 windows

min 10.8% · max 13.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

10.02%

3-year · annualised

Sharpe ratio

0.52

vs risk-free 6.5%

Sortino ratio

0.87

Downside-only deviation

Max drawdown

-13.66%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.8300
16 Jul 2026	₹19.7500
15 Jul 2026	₹19.7500
14 Jul 2026	₹19.6500
13 Jul 2026	₹19.7800
10 Jul 2026	₹19.7700
9 Jul 2026	₹19.5400
8 Jul 2026	₹19.3800
7 Jul 2026	₹19.7000
6 Jul 2026	₹19.7500

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Union Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹19.8300. It's a Aggressive Hybrid Fund from Union, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Union Aggressive Hybrid Fund - Direct Plan - Growth Option has NAV history starting from 28 Dec 2020, a track record of about 5 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Union Aggressive Hybrid Fund - Direct Plan - Growth Option is managed by Union. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Union Aggressive Hybrid Fund - Direct Plan - Growth Option has delivered a absolute return of 3.39% — +1.01 pp ahead of the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #10 of 29 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Union Aggressive Hybrid Fund - Direct Plan - Growth Option has delivered a CAGR of 11.80% — -0.72 pp behind the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #19 of 29 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Union Aggressive Hybrid Fund - Direct Plan - Growth Option has delivered a CAGR of 10.75% — -1.19 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #17 of 26 in its category — the third (Q3) quartile.

₹1 lakh invested in Union Aggressive Hybrid Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹166,639 today — a multiplier of 1.67×, based on the 5-year CAGR of 10.75%. The category average over the same window would have grown ₹1 lakh to ₹175,809.

A ₹10,000 monthly SIP in Union Aggressive Hybrid Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹784,253 today. That's an XIRR (money-weighted annualised return) of 10.65%.

Union Aggressive Hybrid Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹784,253 — XIRR 10.65%.

On a 5-year basis, Union Aggressive Hybrid Fund - Direct Plan - Growth Option ranks #17 out of 26 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.95%; this fund delivered 10.75%.

The worst peak-to-trough decline Union Aggressive Hybrid Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 15.12% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Union Aggressive Hybrid Fund - Direct Plan - Growth Option averaged 11.83% (best 13.12%, worst 10.75%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Union Aggressive Hybrid Fund - Direct Plan - Growth Option returned 6.37% — beating the Aggressive Hybrid Fund category average of 6.34% by 0.03 pp. It ranked #16 of 29 in its category that year.

Union Aggressive Hybrid Fund - Direct Plan - Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Union Aggressive Hybrid Fund - Direct Plan - Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 15.1%. 5-year CAGR: 10.75%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.