How to Invest in Union Aggressive Hybrid Fund Direct Growth?

You can easily invest in Union Aggressive Hybrid Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Union Aggressive Hybrid Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Union Aggressive Hybrid Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Union Aggressive Hybrid Fund Direct Growth provide?

The Union Aggressive Hybrid Fund Direct Growth has been there from 18 Dec 2020 and the average annual returns provided by this fund is 12.08% since its inception.

How much expense ratio is charged by Union Aggressive Hybrid Fund Direct Growth?

The term Expense Ratio used for Union Aggressive Hybrid Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Union Aggressive Hybrid Fund Direct Growth is 1.25% as of 11 Jun 2026...

What is the AUM of Union Aggressive Hybrid Fund Direct Growth?

The AUM, short for Assets Under Management of Union Aggressive Hybrid Fund Direct Growth is ₹707.07Cr as of 11 Jun 2026.

How to Redeem Union Aggressive Hybrid Fund Direct Growth?

If you want to sell your Union Aggressive Hybrid Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Union Aggressive Hybrid Fund Direct Growth?

You can select either SIP or Lumpsum investment of Union Aggressive Hybrid Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Union Aggressive Hybrid Fund Direct Growth?

The NAV of Union Aggressive Hybrid Fund Direct Growth is ₹18.68 as of 10 Jun 2026.

What is the PE and PB ratio of Union Aggressive Hybrid Fund Direct Growth?

The PE ratio ratio of Union Aggressive Hybrid Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Union Aggressive Hybrid Fund Direct Growth

Name: Union Aggressive Hybrid Fund Direct Growth
Brand: Union Mutual Fund

Hybrid

Aggressive Hybrid

Very High Risk

+11.36%

3Y annualised

-0.37% 1D

All

NAV: 10 Jun '26

₹18.68

Min. for SIP

₹500

Fund size (AUM)

₹707.07 Cr

Expense ratio

1.25%

Rating

Return calculator

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
6 months	₹30,000	₹29,788	-0.71%
1 year	₹60,000	₹59,530	-0.78%
3 years	₹1,80,000	₹1,97,419	+9.68%
5 years	₹3,00,000	₹3,77,459	+25.82%

Holdings (78)

Name	Sector	Instruments	Assets
Repo	Unspecified	Repo	5.79%
ICICI Bank Ltd	Financial	Equity	4.02%
POWER FINANCE CORPORATION LTD. SR BS221B 7.59 BD 17JN28 FVRS10LAC	Financial	Debenture	3.54%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25D 7.40 BD 29AP30 FVRS1LAC	Financial	Bonds	3.50%
REC LIMITED SR 236-A 7.45 BD 31AG35 FVRS1LAC	Financial	Debenture	3.48%
HDFC Bank Ltd	Financial	Equity	3.17%
Reliance Industries Ltd	Energy & Utilities	Equity	2.45%
State Bank of India	Financial	Equity	2.34%
Bharti Airtel Ltd	Technology	Equity	2.24%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR F24 7.68 BD 30AP29 FVRS1LAC	Financial	Debenture	2.12%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 175 7.57 BD 18AP29 FVRS1LAC	Financial	Non Convertible Debenture	2.12%
Tata Consumer Products Ltd	Consumer Staples	Equity	1.94%
Indian Bank	Financial	Equity	1.93%
Bajaj Finance Ltd	Financial	Equity	1.86%
Shriram Transport Finance Company Ltd	Financial	Equity	1.82%
Larsen & Toubro Ltd	Industrials	Equity	1.80%
Bharti Hexacom Ltd.	Technology	Equity	1.72%
Axis Bank Ltd	Financial	Equity	1.61%
Maruti Suzuki India Ltd	Consumer Discretionary	Equity	1.60%
Ujjivan Small Finance Bank Ltd	Financial	Equity	1.54%
Infosys Ltd	Technology	Equity	1.52%
Max Financial Services Ltd	Financial	Equity	1.50%
NTPC Ltd	Energy & Utilities	Equity	1.47%
REC LIMITED SR 228-B 7.71 BD 30NV33 FVRS1LAC	Financial	Debenture	1.42%
POWER GRID CORPORATION OF INDIA LIMITED SR LXXVI 7.35 BD 12MR34 FVRS1LAC	Energy & Utilities	Bonds	1.39%
Schneider Electric Infrastructure Ltd	Energy & Utilities	Equity	1.39%
GOVERNMENT OF INDIA 35152 GOI 18NV39 6.92 FV RS 100	Entities	GOI Securities	1.38%
L&T Finance Holdings Ltd	Financial	Equity	1.25%
ZF Commercial Vehicle Control Systems India Ltd	Consumer Discretionary	Equity	1.24%
Jindal Steel & Power Ltd	Materials	Equity	1.19%
Nippon Life India Asset Management Ltd	Financial	Equity	1.17%
Gabriel India Ltd	Consumer Discretionary	Equity	1.16%
JSW Infrastructure Ltd	Industrials	Equity	1.15%
Inventurus Knowledge Solutions Ltd.	Industrials	Equity	1.12%
Phoenix Mills Ltd	Real Estate	Equity	1.10%
Bharat Electronics Ltd	Industrials	Equity	1.10%
Sona BLW Precision Forgings Ltd	Consumer Discretionary	Equity	1.08%
Voltamp Transformers Ltd	Industrials	Equity	1.06%
Clean Max Enviro Energy Solutions Ltd.	Energy & Utilities	Equity	1.05%
Zomato Ltd	Technology	Equity	1.02%
One 97 Communications Ltd	Industrials	Equity	1.01%
LG Electronics India Ltd.	Consumer Discretionary	Equity	0.99%
IIFL Wealth Management Ltd	Financial	Equity	0.97%
TATA CAPITAL LIMITED EQ	Financial	Equity	0.96%
Hindustan Unilever Ltd	Consumer Staples	Equity	0.96%
Amber Enterprises India Ltd	Consumer Discretionary	Equity	0.94%
Krishna Institute Of Medical Sciences Ltd	Healthcare	Equity	0.94%
Tata Motors Ltd	Industrials	Equity	0.92%
JSW Energy Ltd	Energy & Utilities	Equity	0.91%
DOMS Industries Ltd.	Industrials	Equity	0.87%
Tata Consultancy Services Ltd	Technology	Equity	0.85%
Mphasis Ltd	Technology	Equity	0.80%
Cummins India Ltd	Industrials	Equity	0.79%
Lupin Ltd	Healthcare	Equity	0.75%
Oil India Ltd	Energy & Utilities	Equity	0.74%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 174 7.67 BD 15DC33 FVRS1LAC	Financial	Bonds	0.71%
TVS Motor Company Ltd	Consumer Discretionary	Equity	0.69%
Aarti Industries Ltd	Materials	Equity	0.66%
Multi Commodity Exchange Of India Ltd	Financial	Equity	0.63%
HCL Technologies Ltd	Technology	Equity	0.61%
Eureka Forbes Ltd	Consumer Discretionary	Equity	0.60%
Gokaldas Exports Ltd	Consumer Discretionary	Equity	0.60%
Solar Industries India Ltd	Materials	Equity	0.57%
Coromandel International Ltd	Materials	Equity	0.56%
Kotak Mahindra Bank Ltd	Financial	Equity	0.54%
KEC International Ltd	Diversified	Equity	0.54%
Max Healthcare Institute Ltd	Healthcare	Equity	0.53%
Jio Financial Services Limited	Financial	Equity	0.52%
Ultratech Cement Ltd	Materials	Equity	0.52%
Sun Pharmaceutical Industries Ltd	Healthcare	Equity	0.50%
Greenply Industries Ltd	Materials	Equity	0.50%
Oil & Natural Gas Corporation Ltd	Energy & Utilities	Equity	0.46%
Hindalco Industries Ltd	Materials	Equity	0.44%
Pidilite Industries Ltd	Materials	Equity	0.43%
Trent Ltd	Consumer Discretionary	Equity	0.38%
Net Receivables	Unspecified	Net Receivables	0.16%
364 Day T-BILL 09 July 2026	Financial	Treasury Bills	0.08%
TVS Motor Company Ltd - Pref. Shares	Consumer Discretionary	Preference Shares	0.02%

See All

Minimum investments

Min. for 1st investment

₹1,000

Min. for 2nd investment

₹1,000

Min. for SIP

₹500

Returns and rankings

Annualised returns

Absolute returns

Name	1Y	3Y	5Y	All
Fund returns	-1.4%	+11.4%	+10.2%	+12.1%
Category average (Hybrid Aggressive Hybrid)	+4.7%	+14.3%	+13.9%	--
Rank (Hybrid Aggressive Hybrid)	24	27	27	--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	ICICI Prudential Equity & Debt Fund Direct Growth	+0.65%	+16.03%	50,032.71
	Edelweiss Aggressive Hybrid Fund Direct Growth	-0.22%	+14.94%	3,627.22
	SBI Equity Hybrid Fund Direct Plan Growth	+1.58%	+13.47%	83,353.48
	Nippon India Aggressive Hybrid Fund Direct Growth	-1.33%	+12.34%	3,958.21
	Franklin India Aggressive Hybrid Fund Direct Growth	-4.20%	+11.96%	2,305.63
Compare

Fund management

VM
Vinod Malviya
Nov 2024 - Present
View details

Education

Mr. Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared)

Experience

Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.

Also manages these schemes

Union Flexi Cap Fund Direct Growth

Union ELSS Tax Saver Fund Direct Growth

Union Value Fund Direct Growth

Union Focused Fund Direct Growth

Union Large & Midcap Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Children's Fund Direct Growth

Union Multi Asset Allocation Fund Direct Growth

Union Gold ETF FoF Direct Growth

Union Consumption Fund Direct Growth

SB
Sanjay Bembalkar
Jan 2023 - Present
View details

Education

Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.

Experience

Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP

Also manages these schemes

Union Flexi Cap Fund Direct Growth

Union ELSS Tax Saver Fund Direct Growth

Union Largecap Fund Direct Growth

Union Balanced Advantage Fund Direct Growth

Union Equity Savings Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Multicap Fund Direct Growth

Union Innovation & Opportunities Fund Direct Growth

Union Multi Asset Allocation Fund Direct Growth

Union Active Momentum Fund Direct Growth

Union Consumption Fund Direct Growth

PA
Parijat Agrawal
Nov 2020 - Present
View details

Education

Mr. Agrawal is a B.Tech and MBA from IIM Bangalore.

Experience

Prior to joining Union Mutual Fund, he has worked with SBI Mutual Fund, State Bank of Mauritius ltd. and SUN F&C Asset Management.

Also manages these schemes

Union Liquid Fund Direct Growth

Union Dynamic Bond Fund Direct Growth

Union Balanced Advantage Fund Direct Growth

Union Corporate Bond Fund Direct Growth

Union Equity Savings Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Money Market Fund Direct Growth

Union Gilt Fund Direct Growth

Union Children's Fund Direct Growth

About Union Aggressive Hybrid Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Vinod Malviya is the Current Fund Manager of Union Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹27,363 Cr and the Latest NAV as of 10 Jun 2026 is ₹18.68. The Union Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1% if redeemed within 15 days. ;

Investment Objective

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.

Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Scheme Information Document(SID)