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Union Mutual Fund · Hybrid: Aggressive
Union Aggressive Hybrid Fund - Regular Plan - Growth Option
The investment objective of the Scheme is to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.57%Inception · 18-12-2020
NAV
₹17.80
+0.73% · as of 14-05-2026
Since inception
11.23%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹7 Cr
AUM
Expense ratio
2.57%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +11.23% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
TREPS5.76%
NCD POWER FINANCE CORPORATION LTD.3.84%
7.40 % National Bank For Agriculture and Rural Development (29/04/2030)3.80%
7.45% REC Limited (31/08/2035)3.78%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.25%
RELIANCE INDUSTRIES LIMITED EQ2.91%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.77%
Indian Bank2.73%
STATE BANK OF INDIA EQ NEW RE. 1/-2.33%
NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT2.31%
Sector allocation
Financial Services24.11%
Capital Goods6.52%
Automobile and Auto Components5.54%
Information Technology4.85%
Oil, Gas & Consumable Fuels4.16%
Telecommunication4.15%
Fast Moving Consumer Goods3.76%
Healthcare3.70%
Consumer Durables2.73%
Power2.64%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.2% p.a.₹10,000
10 years
Projected value
₹22,19,745
Invested: ₹12,00,000
Gained: ₹10,19,745
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Sanjay Bembalkar, Vinod Malviya, Parijat Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148591
ISIN (Growth)
INF582M01HC4
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
quant Aggressive Hybrid Fund Gr Reg Plan
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
Kotak Aggressive Hybrid Fund Reg Gr
₹62.78
1Y
+5.4%
3Y
+13.9%
5Y
+13.0%
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