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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 · 2.37%Inception · 18-12-2020
NAV
₹18.53
+0.49% · as of 15-07-2026
Since inception
11.68%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
₹737 Cr
AUM
Expense ratio
2.37%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +11.68% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
TREPS6.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.40%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.81%
7.59% Power Finance Corporation Limited (17/01/2028)3.52%
National Bank for Agriculture and Rural Development3.48%
7.45% REC Limited (31/08/2035)3.45%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-2.28%
RELIANCE INDUSTRIES LIMITED EQ2.26%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.17%
STATE BANK OF INDIA EQ NEW RE. 1/-2.11%
Sector allocation
Financial Services24.81%
Automobile and Auto Components6.26%
Information Technology5.00%
Fast Moving Consumer Goods4.42%
Capital Goods3.94%
Healthcare3.88%
Telecommunication3.86%
Power3.41%
Oil, Gas & Consumable Fuels3.38%
Construction3.18%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.7% p.a.₹10,000
10 years
Projected value
₹22,79,624
Invested: ₹12,00,000
Gained: ₹10,79,624
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
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
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