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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 · 2.85%Inception · 18-12-2020
NAV
₹18.12
-0.22% · as of 14-10-2026
Since inception
10.72%
CAGR
Benchmark (inception)
11.61%
CAGR
Fund size
₹727 Cr
AUM
Expense ratio
2.85%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +10.72% CAGR vs benchmark +11.61%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.82%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.10%
7.45% REC Limited (31/08/2035)3.42%
National Bank for Agriculture and Rural Development3.41%
7.59% Power Finance Corporation Limited (17/01/2028)3.41%
STATE BANK OF INDIA EQ NEW RE. 1/-2.69%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.13%
RELIANCE INDUSTRIES LIMITED EQ2.12%
7.57% Indian Railway Finance Corporation Ltd.2.07%
7.68% NABARD Sr 24F NCD (MD 30/04/2029)2.06%
Sector allocation
Financial Services28.01%
Automobile and Auto Components7.05%
Healthcare6.74%
Services3.94%
Capital Goods3.81%
Information Technology3.78%
Construction3.76%
Telecommunication3.07%
Consumer Services2.90%
Oil, Gas & Consumable Fuels2.73%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.7% p.a.₹10,000
10 years
Projected value
₹21,54,160
Invested: ₹12,00,000
Gained: ₹9,54,160
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
M
Mr. Sanjay Bembalkar, Mr. Vinod Malviya & Mr. 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
Bank Of India Aggressive Hybrid Fund Reg Gr
₹42.63
1Y
+13.3%
3Y
+14.8%
5Y
+12.3%
Navi Aggressive Hybrid Reg Gr
₹21.99
1Y
+6.7%
3Y
+10.1%
5Y
+8.4%
Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
+9.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
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