Union Aggressive Hybrid Fund
Direct · Growth ₹18.72
05 Jun 2026
NAV
14.1%
3Y CAGR
12.3%
5Y CAGR
12.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.15
Sharpe
-15.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 12.0% | -19.4% | 38.7% |
| 3 Years | ₹36.00 L | ₹44.37 L | 14.5% | 3.0% | 23.2% |
| 5 Years | ₹60.00 L | ₹79.51 L | 11.1% | 7.4% | 13.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 12.0% | 15.3% |
| 3 Years | 14.5% | 14.5% |
| 5 Years | 11.1% | 14.4% |