Union Aggressive Hybrid Fund Regular-IDCW
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 4.07% at 22 Dec 2025 06:35 PM
Fund Details
NAV 17.96
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 5.01
Fund Size(in Crores) 692.41
Fund Performance
1 Month -0.43%
3 Month 0.54%
6 Month 3.83%
1 Year 4.07%
3 Year 12.54%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.87%) Market Cap Small Cap 1.05 Large Cap 76.84 Mid Cap 18.98 Top Sectors Financial 36.94 Automobile 17.5 Energy 9.07 Communication 7.18 Consumer Staples 5.42 Healthcare 5.41 Capital Goods 4.9 Services 3.86 Technology 3.51 Materials 2.08 Chemicals 1.01 Top Holding Indian Oil Corporation 2.71 Eicher Motors 3.37 Bajaj Finance 0.6 Glaxosmithkline Pharma 0.62 Muthoot Finance 3.4 Cummins India 1.9 TVS Motor Company 3.25 HDFC Bank 9.92 Bharti Airtel 7.18 Canara Bank 2.17 Infosys 2.56 Bosch 0.85 Bharat Electronics 1.15 Hero Motocorp 3.61 Mahindra & Mahindra 2.31 Marico 2.31 State Bank of India 1.89 ICICI Bank 8.41 Apollo Hospitals Enterprise 1 TVS Motor Company - Pref. Shares 0.03 GE Vernova T&D 1.86 Indian Bank 3.41 Interglobe Aviation 3.86 RateGain Travel 0 City Union Bank 1.02 Britannia Industries 3.11 Reliance Industries 1.09 Bharat Petroleum Corporation 3.63 Tech Mahindra 0.95 Shree Cement 2.08 Torrent Pharmaceuticals 2.79 HDFC AMC 2.91 SRF 1.01 Maruti Suzuki India 4.08 Hindustan Petroleum Corporation 1.63 Abbott India 1 Aditya Birla Capital 3.22
Debt & Others (3.13%) Sector Allocation CBLO 2.8 Real Estate Investment Trusts 0.68 Net Payables -0.35 Debt Credit Ratings Debt Category Embassy Office Parks REIT 0.68 Others 2.44
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.41%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Hardick Bora
Education Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
Experience Prior to joining Union Mutual Fund, he has worked with Motilal Oswal Securities Ltd., Dolat Capital Markets Pvt Ltd. as Research Associate, Khandwala Securities Ltd. as Research Associate, Yen Management Consultants Pvt. Ltd. and 3 Global Services Pvt. Ltd.
Vinod Malviya
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.
Parijat Agrawal
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.
Sanjay Bembalkar
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
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2020-12-18
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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