Union Aggressive Hybrid Fund Regular Growth

Union Aggressive Hybrid Fund Regular Growth is a hybrid fund. This fund was started on 18 December, 2020. The fund is managed by Sanjay Bembalkar. This fund gives you the benefit of diversification.

1. Union Aggressive Hybrid Fund Regular Growth has ₹670 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.4.
   

Union Aggressive Hybrid Fund Regular Growth has given a CAGR return of 13.39% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 1.77% and 13.20% respectively.

Union Aggressive Hybrid Fund Regular Growth has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Basic Materials, Tech, Health, Energy, Consumer Defensive, Communication, Utilities, Real Estate.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the Scheme is 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. However, there is no assurance that the Investment Objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Union Aggressive Hybrid Fund Regular Growth has no lock in period.