Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹18.5300 0.93%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Union Aggressive Hybrid Fund - Direct Plan
|
|
|
Very High
|
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1.31 |
|
 |
|
Very High
|
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0.92 |
||
 |
|
Very High
|
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0.68 |
||
|
|
Very High
|
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0.92 |
||
|
|
Very High
|
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0.47 |
₹705 Cr
1.00 (15)
1,000
1,000
500
6
About Union Aggressive Hybrid Fund - Direct Plan
Union Aggressive Hybrid Fund - Direct Plan is a hybrid mutual fund scheme of Union Mutual Fund. Launched on December 18, 2020, it is currently managed by Parijat Agrawal, Sanjay Bembalkar and Vinod Malviya. The fund has an expense ratio of 1.31% with an overall AUM (Assets Under Management) of ₹705 Cr.
Union Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks to achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities. The scheme will also invest in debt & money market instruments.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Union Aggressive Hybrid Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Union Aggressive Hybrid Fund - Direct Plan can be bought from the Union Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Union Aggressive Hybrid Fund - Direct Plan, is ₹18.5300 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
REC Ltd SR 236-A Debenture 7.45 31/08/2035 |
3.58
|
|
Power Finance Corporation Ltd SR BS221B Debenture 7.59 17/01/2028 |
3.58
|
|
National Bank For Agriculture & Rural Development SR Bonds 7.40 25-D 29/04/2030 |
3.57
|
|
Indian Railway Finance Corporation Ltd SR 175 NCD 7.57 18/04/2029 |
2.16
|
|
National Bank For Agriculture & Rural Development SR F24 Debenture 7.68 30/04/2029 |
2.16
|
Over the past five years, Union Aggressive Hybrid Fund - Direct Plan has delivered an annualised return of 11.88% as of 19-Mar-2026.
The minimum investment required to start investing in Union Aggressive Hybrid Fund - Direct Plan is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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