Should I invest in Union Aggressive Hybrid Fund?

We don't give personal investment advice. Union Aggressive Hybrid Fund - Regular Plan - IDCW 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: 15.5%. 5-year CAGR: 7.80%.

Union

Union Aggressive Hybrid Fund - Regular Plan - IDCW Option

Latest NAV

₹16.3900

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	+0.12%	+0.09%	+0.04	19 / 33	Q3
1W	-1.44%	-1.58%	+0.14	16 / 33	Q2
2W	-0.61%	-0.53%	-0.08	16 / 33	Q2
1M	-2.96%	-2.04%	-0.91	29 / 33	Q4
3M	-4.09%	-2.12%	-1.97	24 / 33	Q3
6M	-8.93%	-5.78%	-3.15	23 / 33	Q3
YTD	-8.11%	-5.97%	-2.15	23 / 33	Q3
1Y	-7.75%	-1.00%	-6.75	26 / 33	Q4
2Y	-0.48%	+3.07%	-3.56	15 / 33	Q2
3Y	+7.93%	+9.48%	-1.55	21 / 32	Q3
4Y	+8.63%	+10.33%	-1.70	21 / 30	Q3
5Y	+7.80%	+9.61%	-1.81	21 / 29	Q3
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+9.48%	+7.75%	+1.73	14 / 33	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	-8.11%	-5.92%	-2.19	22 / 28
2025	+1.59%	-0.84%	+2.43	12 / 32
2024	+14.47%	+15.73%	-1.25	11 / 32
2023	+19.39%	+20.31%	-0.92	17 / 32
2022	-0.70%	+1.23%	-1.94	20 / 29
2021	+26.81%	+19.99%	+6.82	3 / 30
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

+10.42%

55 windows

min -7.8% · max 29.6%

84% positive

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

3-Year rolling

+12.12%

30 windows

min 7.9% · max 15.8%

100% positive

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

5-Year rolling

+9.69%

6 windows

min 7.8% · max 12.0%

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

10.78%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.24

Downside-only deviation

Max drawdown

-14.03%

Sep 2024 → Feb 2025

% positive months

66.7%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹16.3900
2 Jun 2026	₹16.4200
1 Jun 2026	₹16.4000
29 May 2026	₹16.5400
27 May 2026	₹16.6900
26 May 2026	₹16.6600
25 May 2026	₹16.6800
22 May 2026	₹16.5200
21 May 2026	₹16.5200
20 May 2026	₹16.5300

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 - Regular Plan - IDCW Option is ₹16.3900. It's a Aggressive Hybrid Fund from Union, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Union Aggressive Hybrid Fund - Regular Plan - IDCW 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 - Regular Plan - IDCW 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 - Regular Plan - IDCW Option has delivered a absolute return of -7.75% — -6.75 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #26 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Union Aggressive Hybrid Fund - Regular Plan - IDCW Option has delivered a CAGR of 7.93% — -1.55 pp behind the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #21 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Union Aggressive Hybrid Fund - Regular Plan - IDCW Option has delivered a CAGR of 7.80% — -1.81 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #21 of 29 in its category — the third (Q3) quartile.

₹1 lakh invested in Union Aggressive Hybrid Fund - Regular Plan - IDCW Option exactly 5 years ago would be worth approximately ₹145,567 today — a multiplier of 1.46×, based on the 5-year CAGR of 7.80%. The category average over the same window would have grown ₹1 lakh to ₹158,239.

A ₹10,000 monthly SIP in Union Aggressive Hybrid Fund - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹681,416 today. That's an XIRR (money-weighted annualised return) of 5.03%.

Union Aggressive Hybrid Fund - Regular Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹681,416 — XIRR 5.03%.

On a 5-year basis, Union Aggressive Hybrid Fund - Regular Plan - IDCW Option ranks #21 out of 29 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 9.61%; this fund delivered 7.80%.

The worst peak-to-trough decline Union Aggressive Hybrid Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 15.54% — 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 - Regular Plan - IDCW Option averaged 9.69% (best 12.04%, worst 7.80%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.16 — weak risk-adjusted performance.

In calendar year 2025, Union Aggressive Hybrid Fund - Regular Plan - IDCW Option returned 1.59% — beating the Aggressive Hybrid Fund category average of -0.84% by 2.43 pp. It ranked #12 of 32 in its category that year.

Union Aggressive Hybrid Fund - Regular Plan - IDCW 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 - Regular Plan - IDCW 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: 15.5%. 5-year CAGR: 7.80%.

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