PA
Parijat AgrawalFund Manager Since 18 Dec 2020
AllocationAggressive Allocation
Union Aggressive Hybrid Fund Direct Growth
3Y Annualised
17.02%
0.87% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.22%
0.87% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 5 months
NIFTY 50
4 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹634.93 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
1% if units are redeemed/switched out on or before completion of 15 days from the date of allotment. Nil thereafter. No load will be applicable for switches between the Plans under the Scheme and switches between the Options under each Plan under the Scheme.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Hybrid Fund Direct Growth
7.64%
2nd
HSBC Equity Hybrid Fund - Direct - IDCW ReInvestment
7.64%
3rd
HSBC Equity Hybrid Fund - Direct - IDCW
7.64%
4th
HSBC Aggressive Hybrid Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
7.60%
5th
HSBC Aggressive Hybrid Fund Direct Plan Payout of Income Dis cum Cap Wrdl
7.60%
29th
Union Aggressive Hybrid Fund Direct Growth
6.22%
Fund Managers
VP
Vinay PahariaFund Manager Since 18 Dec 2020
HB
Hardick BoraFund Manager Since 18 Dec 2020
About Union Aggressive Hybrid Fund Direct Growth
Union Aggressive Hybrid Fund Direct Growth is a Allocation mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 4 years, having been launched on 2020-12-18. Union Aggressive Hybrid Fund Direct Growth has ₹634.93 Cr worth of assets under management (AUM) as of Sat May 17 2025. The latest Net Asset Value (NAV) of Union Aggressive Hybrid Fund Direct Growth as of Fri May 16 2025 is ₹18.66. The fund has an expense ratio of 1%, which is medium comparable to most other Allocation funds.
Union Aggressive Hybrid Fund Direct Growth returns for the last 1 year are 11.30%. Since launch, it has delivered 15.16% average annual returns.
The Union Aggressive Hybrid Fund Direct Growth has the majority of its money invested in Financial Services, Energy, null, Communication Services, Industrials, Technology sectors.
Top 5 Holdings of Union Aggressive Hybrid Fund Direct Growth.
- HDFC Bank Ltd: 7.06%
- ICICI Bank Ltd: 5.05%
- Reliance Industries Ltd: 4.13%
- Rec Limited: 4.10%
- Power Finance Corporation Ltd.: 4.00%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2020-12-18 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Aggressive Hybrid Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
Union Small Cap Fund Direct Growth
EquitySmall-Cap
3Y CAGR
21.57%
expense ratio
0.97%
fund size
₹1468.36 Cr
Union Dynamic Bond Fund Direct Growth Option
Fixed IncomeDynamic Bond
3Y CAGR
8.01%
expense ratio
1.25%
fund size
₹86.95 Cr
Union Small Cap Fund Regular Growth
EquitySmall-Cap
3Y CAGR
20.20%
expense ratio
2.13%
fund size
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Union Flexi Cap Fund Growth
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expense ratio
2.03%
fund size
₹2227.47 Cr
Union Flexi Cap Fund Direct Growth Option
EquityFlexi Cap
3Y CAGR
20.23%
expense ratio
0.92%
fund size
₹2227.47 Cr
FAQs
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