TickerKhojUnion Mutual Fund · Hybrid · Aggressive Hybrid · Regular plan
Union Aggressive Hybrid Fund - Regular Plan - Growth
₹17.94NAV on 30 Oct 2026Expense ratio 2.82%
29 Oct 2025NAV low 16.62 · high 18.89-3.3%
In plain words
Over 3 years it returned +9.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.0%.
On 3-year return it ranks 18 of 30 funds in Aggressive Hybrid.
A monthly SIP over 5 years ended ₹23,019 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.7% | +1.9% |
| 3 months | -3.1% | -5.1% |
| 6 months | +0.6% | -3.2% |
| 1 year | -3.0% | -10.2% |
| 3 years (yearly) | +9.0% | +7.4% |
| 5 years (yearly) | +7.0% | +6.5% |
| Since start (yearly) | +10.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,524 | -2.0% |
| 3 years | ₹3,60,000 | ₹3,79,334 | +3.3% |
| 5 years | ₹5,90,000 | ₹7,06,136 | +7.0% |
Other plan of this fund: Union Aggressive Hybrid Fund - Direct Plan - Growth