Union Aggressive Hybrid Fund - Direct Plan - Growth Option

Mutual Fund · Hybrid Scheme - Aggressive Hybrid Fund · As of 18 Oct 2026, 6:49 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

74/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of 0.33 — little reward for the volatility endured
✗ Sortino ratio of 0.46 — downside moves have not been well compensated

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹19.42

As of

16 Oct 2026

Fund History Available

5.8 yrs

1Y Return (CAGR)

-0.6%

Negative

3Y Return (CAGR)

10.0%

5Y Return (CAGR)

8.0%

Annualized Volatility

10.8%

Relatively stable

Sharpe Ratio (est.)

0.33

Weak risk-adj. return

Max Drawdown

-15.1%

Notable drop seen

Category Peer Comparison

Scheme	1Y Return
Navi Aggressive Hybrid Fund - Direct Plan - Growth	8.0%
HSBC Aggressive Hybrid Fund - Direct Plan - Growth	1.4%
JM Aggressive Hybrid Fund - Direct Plan - Growth Option	-3.4%
Edelweiss Aggressive Hybrid Fund - Direct Plan - growth	-1.4%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,72,250

Estimated Gain

₹1,72,250

Risk Flags

Estimated Sharpe ratio (0.33) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.