Union Aggressive Hybrid Fund (Direct)
Union Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 5.9 years old · AMFI code 148592
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
B (middle of the peer group), score 42.3 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.5% | 3.9% | +0.6% | 6 / 28 |
| 1 year | 4.1% | 1.2% | +2.9% | 11 / 28 |
| 3 years (a year) | 11.3% | 9.2% | +2.1% | 18 / 28 |
| 5 years (a year) | 8.8% | 7.6% | +1.2% | 18 / 25 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Union Aggressive Hybrid Fund (Direct plan)?
₹20.12 on 6 Nov 2026 (Growth option).
What is the expense ratio of Union Aggressive Hybrid Fund (Direct)?
1.53% a year; the Regular plan's is 2.75%.
What return has Union Aggressive Hybrid Fund given over 3 years?
11.3% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).
How is Union Aggressive Hybrid Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
How is Union Aggressive Hybrid Fund rated?
B: 18 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Union Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.