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 12.51% 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 1.63% as of 19 Sep 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 ₹776.78Cr as of 19 Sep 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 ₹19.70 as of 18 Sep 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

+10.24%

3Y annualised

+0.87% 1D

All

NAV: 18 Sep '26

₹19.70

Min. for SIP

₹500

Fund size (AUM)

₹776.78 Cr

Expense ratio

1.63%

Rating

Return calculator

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
6 months	₹30,000	₹30,646	+2.15%
1 year	₹60,000	₹61,297	+2.16%
3 years	₹1,80,000	₹1,97,922	+9.96%
5 years	₹3,00,000	₹3,80,509	+26.84%

Holdings (85)

Name	Sector	Instruments	Assets
Repo	Unspecified	Repo	8.02%
HDFC Bank Ltd	Financial	Equity	4.30%
POWER FINANCE CORPORATION LTD. SR BS221B 7.59 BD 17JN28 FVRS10LAC	Financial	Debenture	3.22%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC	Financial	Bonds	3.21%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25D 7.40 BD 29AP30 FVRS1LAC	Financial	Bonds	3.19%
REC LIMITED SR 236-A 7.45 BD 31AG35 FVRS1LAC	Financial	Debenture	3.18%
ICICI Bank Ltd	Financial	Equity	3.03%
State Bank of India	Financial	Equity	2.63%
Axis Bank Ltd	Financial	Equity	2.38%
Reliance Industries Ltd	Energy & Utilities	Equity	1.99%
Larsen & Toubro Ltd	Industrials	Equity	1.98%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 175 7.57 BD 18AP29 FVRS1LAC	Financial	Non Convertible Debenture	1.94%
Bajaj Finance Ltd	Financial	Equity	1.91%
Infosys Ltd	Technology	Equity	1.78%
Bharti Airtel Ltd	Technology	Equity	1.70%
Maruti Suzuki India Ltd	Consumer Discretionary	Equity	1.48%
Gabriel India Ltd	Consumer Discretionary	Equity	1.48%
Bharat Heavy Electricals Ltd	Industrials	Equity	1.47%
Bharti Hexacom Ltd.	Technology	Equity	1.29%
REC LIMITED SR 228-B 7.71 BD 30NV33 FVRS1LAC	Financial	Debenture	1.29%
ZF Commercial Vehicle Control Systems India Ltd	Consumer Discretionary	Equity	1.27%
POWER GRID CORPORATION OF INDIA LIMITED SR LXXVI 7.35 BD 12MR34 FVRS1LAC	Energy & Utilities	Bonds	1.27%
Inventurus Knowledge Solutions Ltd.	Industrials	Equity	1.25%
Divi's Laboratories Ltd	Healthcare	Equity	1.22%
Eternal Limited_29/09/2026	Technology	Futures	1.21%
One 97 Communications Ltd	Industrials	Equity	1.17%
Ather Energy Ltd.	Consumer Discretionary	Equity	1.16%
Manipal Health Enterprises Ltd	Healthcare	Equity	1.15%
Torrent Pharmaceuticals Ltd	Healthcare	Equity	1.10%
Shiprocket Ltd.	Technology	Equity	1.09%
Engineers India Ltd	Industrials	Equity	1.07%
Dhoot Transmission Ltd	Consumer Discretionary	Equity	1.04%
ICICI Prudential Asset Management Company Ltd.	Financial	Equity	1.01%
IIFL Wealth Management Ltd	Financial	Equity	1.00%
Clean Max Enviro Energy Solutions Ltd.	Energy & Utilities	Equity	0.99%
RBL Bank Ltd	Financial	Equity	0.98%
Sai Life Sciences Ltd.	Healthcare	Equity	0.98%
ABB India Ltd	Industrials	Equity	0.97%
Shadowfax Technologies Ltd.	Industrials	Equity	0.96%
LG Electronics India Ltd.	Consumer Discretionary	Equity	0.96%
PNB Housing Finance Ltd	Financial	Equity	0.96%
Bharat Electronics Ltd	Industrials	Equity	0.96%
ITD Cementation India Ltd	Industrials	Equity	0.95%
Delhivery Ltd	Industrials	Equity	0.89%
Ujjivan Small Finance Bank Ltd	Financial	Equity	0.89%
Cholamandalam Investment & Finance Company Ltd	Financial	Equity	0.86%
Shriram Transport Finance Company Ltd	Financial	Equity	0.86%
Tata Consumer Products Ltd	Consumer Staples	Equity	0.85%
Ajanta Pharma Ltd	Healthcare	Equity	0.80%
Cummins India Ltd	Industrials	Equity	0.80%
Gokaldas Exports Ltd	Consumer Discretionary	Equity	0.78%
Mphasis Ltd	Technology	Equity	0.78%
Dixon Technologies (India) Ltd.29/09/2026	Consumer Discretionary	Futures	0.78%
JSW Energy Ltd	Energy & Utilities	Equity	0.77%
Aarti Industries Ltd	Materials	Equity	0.76%
Hindustan Unilever Ltd	Consumer Staples	Equity	0.76%
Dr. Lal Pathlabs Ltd	Healthcare	Equity	0.75%
Glaxosmithkline Pharmaceuticals Ltd	Healthcare	Equity	0.75%
KRN Heat Exchanger And Refrigeration Ltd.	Industrials	Equity	0.74%
Phoenix Mills Ltd	Real Estate	Equity	0.73%
Navin Fluorine International Ltd	Materials	Equity	0.70%
Trent Ltd	Consumer Discretionary	Equity	0.70%
Godrej Properties Ltd	Real Estate	Equity	0.70%
Billionbrains Garage Ventures Ltd.	Financial	Equity	0.68%
Oil India Ltd	Energy & Utilities	Equity	0.67%
FSN E-Commerce Ventures Ltd	Consumer Discretionary	Equity	0.65%
Ather Energy Ltd. 29.09.2026	Consumer Discretionary	Futures	0.65%
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 174 7.67 BD 15DC33 FVRS1LAC	Financial	Bonds	0.65%
REC LIMITED SR 255 7.17 BD 01JL31 FVRS1LAC	Financial	Non Convertible Debenture	0.63%
Titan Company Ltd	Consumer Discretionary	Equity	0.63%
HCL Technologies Ltd	Technology	Equity	0.61%
GE T&D India Ltd	Industrials	Equity	0.55%
Kotak Mahindra Bank Ltd	Financial	Equity	0.54%
Jindal Steel & Power Ltd	Materials	Equity	0.52%
Solar Industries India Ltd	Materials	Equity	0.52%
Greenply Industries Ltd	Materials	Equity	0.49%
Pidilite Industries Ltd	Materials	Equity	0.48%
Ultratech Cement Ltd	Materials	Equity	0.47%
Max Financial Services Ltd	Financial	Equity	0.47%
Varun Beverages Ltd	Consumer Staples	Equity	0.28%
E2E Networks Ltd	Technology	Equity	0.20%
Wockhardt Ltd	Healthcare	Equity	0.18%
GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100	Financial	Treasury Bills	0.08%
TVS Motor Company Ltd - Pref. Shares	Consumer Discretionary	Preference Shares	0.02%
Net Payables	Unspecified	Net Payables	-1.80%

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	+1.8%	+10.2%	+9.0%	+12.5%
Category average (Hybrid Aggressive Hybrid)	+4.7%	+14.3%	+13.9%	--
Rank (Hybrid Aggressive Hybrid)	14	24	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)
	Bank of India Aggressive Hybrid Fund Direct Growth	+14.27%	+17.29%	2,050.58
	ICICI Prudential Aggressive Hybrid Fund Direct Growth	-0.51%	+12.79%	52,454.21
	Edelweiss Aggressive Hybrid Fund Direct Growth	+1.17%	+12.75%	3,997.71
	SBI Aggressive Hybrid Fund Direct Plan Growth	+2.86%	+11.56%	88,667.52
	Nippon India Aggressive Hybrid Fund Direct Growth	-0.33%	+10.23%	4,072.36
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 Term 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 ₹28,967 Cr and the Latest NAV as of 18 Sep 2026 is ₹19.70. 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)