HybridAggressive Hybrid FundDirect · Growth
Union Aggressive Hybrid Fund - Direct Plan - Growth Option
Union · Scheme 148592
₹20.07▼ 0.20%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
12.2%
Risk level
Moderately High
Min SIP
—
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.19% |
| 3 Months | +5.41% |
| 6 Months | +3.77% |
| 1 Year | +5.91% |
| 3 Years (CAGR) | +12.17% |
| 5 Years (CAGR) | +10.58% |
| 10 Years (CAGR) | — |
| Since Launch | +13.17% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns42
Consistency78
Risk-adjusted44
Downside protection93
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.8%
- ✓ Volatility: 11% annualised
- ✓ Max drawdown: -15%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +5.9%
- • Sharpe ratio: 0.63
- • Sortino ratio: 0.80
Risk metrics
Sharpe ratio
0.63
Sortino ratio
0.80
Volatility
10.70%
Max drawdown
-15.12%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.