Question 1

Which funds are similar to Union Aggressive Hybrid Fund Direct-Growth?

Accepted Answer

Funds similar to Union Aggressive Hybrid Fund Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Equity Hybrid Fund Direct Plan-Growth, ICICI Prudential Equity & Debt Fund Direct-Growth, and HDFC Hybrid Equity Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Union Aggressive Hybrid Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Union Aggressive Hybrid Fund Direct-Growth is ranked 26 out of 39 funds in the Hybrid: Aggressive Hybrid category as of 16 Jul 2026. On a 5-year return basis it ranks 25 out of 39. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Union Aggressive Hybrid Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Union Aggressive Hybrid Fund Direct-Growth has an expense ratio of 1.70%. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Equity & Debt Fund Direct-Growth has 1.05%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Union Aggressive Hybrid Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Union Aggressive Hybrid Fund Direct-Growth has an AUM of ₹736.85 crore. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an AUM of ₹85,633.5 crore and ICICI Prudential Equity & Debt Fund Direct-Growth has ₹51,480.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?

Accepted Answer

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth with a CAGR of 20.06% as of 16 Jul 2026. Union Aggressive Hybrid Fund Direct-Growth has delivered 11.75% CAGR over the same period, ranking 26 out of 39 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Union Aggressive Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Union Aggressive Hybrid Fund Direct-Growth has a Sharpe ratio of 0.53 compared to the Hybrid: Aggressive Hybrid average of 0.58 as of 16 Jul 2026. It ranks 28 out of 43 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+2.76%	1.99%	15 / 41
3Y Return	+11.75%	12.56%	26 / 39
5Y Return	+10.53%	11.68%	25 / 39
10Y Return	—	12.46%	—

Union Aggressive Hybrid Fund Direct-Growth

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