
Union Aggressive Hybrid Fund(G)-Direct Plan
+8.73%
5Y annualised
+8.73%
5Y annualised
-1.82% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹19.47
Min. SIP amount
₹500
Fund size (AUM)
776 Cr
Expense ratio
1.32%
Launched on
18 Dec 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹19.47
Min. SIP amount
₹500
Fund size (AUM)
776 Cr
Expense ratio
1.32%
Launched on
18 Dec 2020
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
37.75%
Mid Cap
12.20%
Small Cap
17.29%
Others
32.76%
Sector Allocation
Corporate Debt
18.57%
Bank
14.75%
Cash & Cash Equivalents And Net Assets
8.86%
Domestic Equities
8.08%
Finance
6.05%
It
5.79%
Automobile & Ancillaries
5.03%
Healthcare
4.79%
Others
27.97%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sanjay Bembalkar
Present
Vinod Malviya
Present
Parijat Agrawal
Present
Similar/Peer Fund Comparison
Bank of India Aggressive Hybrid Fund(G)-Direct Plan
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HSBC Aggressive Hybrid Active FOF(G)-Direct Plan
Bandhan Aggressive Hybrid Fund(G)-Direct Plan
HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan
HSBC Aggressive Hybrid Fund(G)-Direct Plan
FAQs
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