HybridAggressive Hybrid FundDirect · Growth
Union Aggressive Hybrid Fund - Direct Plan - Growth Option
Union · Scheme 148592
₹20.09▼ 0.25%NAV · 2026-09-18
Decent FundScore
AUM
₹762 cr
Expense ratio
1.66%
3Y CAGR
12.3%
Risk level
Moderately High
Min SIP
₹500
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Parijat AgrawalExit load: Exit load of 1% if redeemed within 15 days.
Decent · 59/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 15%.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.8%
- ✓Volatility: 11% annualised
📉 What could drag it down
- •Pricey — 1.66% expense ratio quietly eats into long-term returns.
- •1Y return: +5.8%
- •Beat category: beat category in 46% of windows
FundScore breakdown
59/100 · Decent
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.