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 8.72% 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 1.34% as of 16 Apr 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 ₹652.00Cr as of 16 Apr 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 ₹18.96 as of 15 Apr 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

+13.46%

3Y annualised

-0.53% 1D

All

NAV: 15 Apr '26

₹18.96

Min. for SIP

₹500

Fund size (AUM)

₹652.00 Cr

Expense ratio

1.34%

Rating

Return calculator

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
6 months	₹30,000	₹28,414	-5.29%
1 year	₹60,000	₹57,192	-4.68%
3 years	₹1,80,000	₹1,91,300	+6.28%
5 years	₹3,00,000	₹3,65,392	+21.80%

Holdings (78)

Name	Sector	Instruments	Assets
Power Finance Corporation Ltd.	Financial	Debenture	3.84%
National Bank For Agriculture & Rural Development	Financial	Bonds	3.80%
REC Ltd.	Financial	Debenture	3.78%
HDFC Bank Ltd.	Financial	Equity	3.25%
Reliance Industries Ltd.	Energy	Equity	2.91%
ICICI Bank Ltd.	Financial	Equity	2.77%
Indian Bank	Financial	Equity	2.73%
State Bank of India	Financial	Equity	2.33%
National Bank For Agriculture & Rural Development	Financial	Debenture	2.31%
Bharti Airtel Ltd.	Communication	Equity	2.30%
Indian Railway Finance Corporation Ltd.	Financial	NCD	2.30%
Tata Consumer Products Ltd.	Consumer Staples	Equity	1.87%
Bharti Hexacom Ltd.	Communication	Equity	1.85%
Shriram Finance Ltd	Financial	Equity	1.85%
Kotak Mahindra Bank Ltd.	Financial	Equity	1.76%
Infosys Ltd.	Technology	Equity	1.74%
Larsen & Toubro Ltd.	Construction	Equity	1.71%
Maruti Suzuki India Ltd.	Automobile	Equity	1.60%
REC Ltd.	Financial	Debenture	1.54%
Max Financial Services Ltd.	Financial	Equity	1.53%
Power Grid Corporation Of India Ltd.	Energy	Bonds	1.51%
GOI	Sovereign	GOI Sec	1.49%
NTPC Ltd.	Energy	Equity	1.48%
Ujjivan Small Finance Bank Ltd.	Financial	Equity	1.48%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	1.37%
ZF Commercial Vehicle Control Systems India Ltd.	Automobile	Equity	1.26%
Jindal Steel Ltd.	Metals & Mining	Equity	1.18%
L&T Finance Ltd.	Financial	Equity	1.17%
Bharat Electronics Ltd.	Capital Goods	Equity	1.11%
Schneider Electric Infrastructure Ltd.	Capital Goods	Equity	1.03%
The Phoenix Mills Ltd.	Construction	Equity	1.02%
Gabriel India Ltd.	Automobile	Equity	1.01%
Nippon Life India Asset Management Ltd.	Financial	Equity	1.01%
Data Patterns (India) Ltd.	Capital Goods	Equity	1.00%
LG Electronics India Ltd.	Consumer Discretionary	Equity	0.97%
One97 Communications Ltd.	Services	Equity	0.96%
Tata Motors Ltd.	Automobile	Equity	0.96%
360 One Wam Ltd.	Financial	Equity	0.96%
Hindustan Unilever Ltd.	Consumer Staples	Equity	0.95%
Krishna Institute of Medical Sciences Ltd	Healthcare	Equity	0.95%
Tata Capital Ltd.	Financial	Equity	0.95%
DOMS Industries Ltd.	Consumer Staples	Equity	0.94%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	0.93%
Tata Consultancy Services Ltd.	Technology	Equity	0.88%
Voltamp Transformers Ltd.	Capital Goods	Equity	0.85%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	0.84%
Eternal Ltd.	Services	Equity	0.84%
Amber Enterprises India Ltd.	Consumer Discretionary	Equity	0.83%
JSW Energy Ltd.	Capital Goods	Equity	0.83%
Lupin Ltd.	Healthcare	Equity	0.82%
KFin Technologies Ltd.	Financial	Equity	0.81%
Mphasis Ltd.	Technology	Equity	0.79%
Oil India Ltd.	Energy	Equity	0.78%
Indian Railway Finance Corporation Ltd.	Financial	Bonds	0.77%
Reserve Bank of India	Financial	T-Bills	0.77%
HCL Technologies Ltd.	Technology	Equity	0.74%
Cummins India Ltd.	Capital Goods	Equity	0.73%
TVS Motor Company Ltd.	Automobile	Equity	0.72%
Inventurus Knowledge Solutions Ltd.	Services	Equity	0.63%
Coromandel International Ltd.	Chemicals	Equity	0.59%
Eureka Forbes Ltd.	Metals & Mining	Equity	0.57%
Aarti Industries Ltd.	Chemicals	Equity	0.56%
Max Healthcare Institute Ltd.	Healthcare	Equity	0.56%
Multi Commodity Exchange Of India Ltd.	Services	Equity	0.55%
KEC International Ltd.	Capital Goods	Equity	0.53%
Gokaldas Exports Ltd.	Textiles	Equity	0.53%
Ultratech Cement Ltd.	Construction	Equity	0.53%
Solar Industries India Ltd.	Chemicals	Equity	0.48%
Oil And Natural Gas Corporation Ltd.	Energy	Equity	0.47%
Pidilite Industries Ltd.	Chemicals	Equity	0.43%
Hindalco Industries Ltd.	Metals & Mining	Equity	0.41%
SRF Ltd.	Chemicals	Equity	0.39%
Greenply Industries Ltd.	Consumer Staples	Equity	0.36%
Clean Max Enviro Energy Solutions Ltd.	Energy	Equity	0.33%
Trent Ltd.	Services	Equity	0.32%
Reserve Bank of India	Financial	T-Bills	0.08%
Digitide Solutions Ltd.	Services	Equity	0.07%
TVS Motor Company Ltd - Pref. Shares	Automobile	Pref. 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	+8.7%	+13.5%	+12.2%	+12.5%
Category average (Hybrid Aggressive Hybrid)	+4.7%	+14.3%	+13.9%	--
Rank (Hybrid Aggressive Hybrid)	16	26	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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	ICICI Prudential Equity & Debt Fund Direct Growth	+9.37%	+18.29%	46,700.42
	JM Aggressive Hybrid Fund Direct Growth	+2.55%	+18.02%	651.98
	Edelweiss Aggressive Hybrid Fund Direct Growth	+8.48%	+16.90%	3,308.91
	Nippon India Aggressive Hybrid Fund Direct Growth	+8.70%	+14.36%	3,700.53
	Franklin India Aggressive Hybrid Fund Direct Growth	+4.82%	+14.10%	2,163.53
Compare

Fund management

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 Equity Savings Fund Direct Growth

Union Children's Fund Direct Growth

Union Corporate Bond Fund Direct Growth

Union Dynamic Bond Fund Direct Growth

Union Gilt Fund Direct Growth

Union Liquid Fund Direct Growth

Union Balanced Advantage Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Money Market 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 Innovation & Opportunities Fund Direct Growth

Union Equity Savings Fund Direct Growth

Union Multicap Fund Direct Growth

Union Balanced Advantage Fund Direct Growth

Union Largecap Fund Direct Growth

Union ELSS Tax Saver Fund Direct Growth

Union Active Momentum Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Multi Asset Allocation Fund Direct Growth

Union Flexi Cap Fund Direct Growth

Union Consumption Fund Direct Growth

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 Large & Midcap Fund Direct Growth

Union Value Fund Direct Growth

Union Focused Fund Direct Growth

Union Children's Fund Direct Growth

Union Gold ETF FoF Direct Growth

Union ELSS Tax Saver Fund Direct Growth

Union Aggressive Hybrid Fund Direct Growth

Union Multi Asset Allocation Fund Direct Growth

Union Flexi Cap Fund Direct Growth

Union Consumption 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. Parijat Agrawal is the Current Fund Manager of Union Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹23,439 Cr and the Latest NAV as of 15 Apr 2026 is ₹18.96. 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)