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Union Mutual Fund · Aggressive Hybrid Fund
Union Aggressive Hybrid Fund - Regular Plan - Growth Option
₹17.6900NAV 2026-05-22
Regular PlanGrowthSince 2020-12-285.2y historyAUM ₹607 CrINF582M01HC4
NAV History
2021-05-24 → 2026-05-22
+61.70%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
-2.4%
-3.6%
-4.4%
+0.5%
+11.3%
+10.1%
-
Risk Metrics
Sharpe
0.41
Sortino
0.55
Max DD
-15.5%
Volatility
+10.8%
Best Year
+26.9%
Worst Year
-4.1%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
₹607 Cr
AUM as of
2026-03-31
Volatility (annualised)
+10.8%
Max drawdown
-15.5%
Sharpe ratio
0.41
Sortino ratio
0.55
Calmar ratio
0.73
Positive months
58%
Best year
+26.9%
Worst year
-4.1%
Peers — Aggressive Hybrid Fund
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN GROWTH
Bank of India Mutual Fund
+21.6%
3Y
₹195 Cr
AUM
0.66
Sharpe
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
+17.4%
3Y
₹12,527 Cr
AUM
0.79
Sharpe
JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Financial Mutual Fund
+17.3%
3Y
₹159 Cr
AUM
0.47
Sharpe
Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option
Edelweiss Mutual Fund
+16.4%
3Y
₹428 Cr
AUM
0.57
Sharpe
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
quant Mutual Fund
+16.2%
3Y
₹740 Cr
AUM
0.74
Sharpe
Bandhan Aggressive Hybrid Fund-Direct Plan Growth
Bandhan Mutual Fund
+16.0%
3Y
₹55 Cr
AUM
0.47
Sharpe
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+15.3%
3Y
₹58 Cr
AUM
0.81
Sharpe
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Kotak Mahindra Mutual Fund
+15.3%
3Y
₹951 Cr
AUM
0.52
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.