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: 10.53%.

Union

Union Aggressive Hybrid Fund - Direct Plan - Growth Option

Latest NAV

₹18.6700

As of

3 Jun 2026

1,336 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	+0.11%	+4.36%	-4.26	23 / 30	Q4
1W	-1.42%	+2.94%	-4.37	19 / 30	Q3
2W	-0.58%	+4.15%	-4.74	25 / 30	Q4
1M	-1.99%	+3.24%	-5.23	27 / 30	Q4
3M	-2.09%	+3.65%	-5.75	21 / 30	Q3
6M	-4.39%	+0.91%	-5.30	16 / 30	Q3
YTD	-4.39%	+0.57%	-4.97	17 / 30	Q3
1Y	-0.11%	+5.12%	-5.23	16 / 30	Q3
2Y	+4.21%	+6.03%	-1.82	20 / 30	Q3
3Y	+11.71%	+13.60%	-1.89	21 / 30	Q3
4Y	+11.77%	+13.47%	-1.70	20 / 29	Q3
5Y	+10.53%	+12.07%	-1.53	19 / 27	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.15%	+12.86%	-0.71	20 / 30	Q3

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	-4.39%	-3.75%	-0.64	16 / 29
2025	+6.37%	+10.33%	-3.96	17 / 30
2024	+15.70%	+17.99%	-2.30	21 / 30
2023	+20.70%	+21.88%	-1.17	19 / 30
2022	+0.46%	+3.88%	-3.42	20 / 28
2021	+28.16%	+26.63%	+1.54	10 / 27
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

+12.34%

55 windows

min -1.6% · max 30.9%

91% positive

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

3-Year rolling

+13.82%

30 windows

min 10.2% · max 17.1%

100% positive

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

5-Year rolling

+12.08%

6 windows

min 10.5% · max 14.1%

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

10.70%

3-year · annualised

Sharpe ratio

0.49

vs risk-free 6.5%

Sortino ratio

0.75

Downside-only deviation

Max drawdown

-13.66%

Sep 2024 → Feb 2025

% positive months

77.8%

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	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.6700
2 Jun 2026	₹18.7100
1 Jun 2026	₹18.6900
29 May 2026	₹18.8500
27 May 2026	₹19.0100
26 May 2026	₹18.9800
25 May 2026	₹19.0000
22 May 2026	₹18.8200
21 May 2026	₹18.8100
20 May 2026	₹18.8300

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 03 Jun 2026, the NAV of Union Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹18.6700. 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 5 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 -0.11% — -5.23 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #16 of 30 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Union Aggressive Hybrid Fund - Direct Plan - Growth Option has delivered a CAGR of 11.71% — -1.89 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #21 of 30 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 10.53% — -1.53 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #19 of 27 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 ₹164,991 today — a multiplier of 1.65×, based on the 5-year CAGR of 10.53%. The category average over the same window would have grown ₹1 lakh to ₹176,761.

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 ₹750,215 today. That's an XIRR (money-weighted annualised return) of 8.86%.

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 ₹750,215 — XIRR 8.86%.

On a 5-year basis, Union Aggressive Hybrid Fund - Direct Plan - Growth Option ranks #19 out of 27 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 12.07%; this fund delivered 10.53%.

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 12.08% (best 14.07%, worst 10.53%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, Union Aggressive Hybrid Fund - Direct Plan - Growth Option returned 6.37% — lagging the Aggressive Hybrid Fund category average of 10.33% by 3.96 pp. It ranked #17 of 30 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: 10.53%.

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