hybridModerate risk

Union Aggressive Hybrid Fund - Direct Plan - IDCW Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Union Mutual Fund. It's been running since 28 Dec 2020.

Latest price per unit

₹18.28

▲ 0.05% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.5k

▼ ₹3.5k loss · -3.5% / year

Invested 3 years ago

₹1.27 L

▲ ₹26.6k gain · 8.2% / year

Invested 5 years ago

₹1.44 L

▲ ₹44.1k gain · 7.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.8%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-15.12%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-3.49%

CAGR — 3 years8.18%

CAGR — 5 years7.59%

CAGR — since launch11.12%

Volatility — 1 year (annualised)11.05%

Volatility — 3 years (annualised)10.84%

Max drawdown — 1 year-13.37%

Max drawdown — 3 years-13.66%

Sharpe ratio — 1 year (rf=6%)-0.87

Sharpe ratio — 3 years (rf=6%)0.19

Fund info

Fund house: Union Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF582M01HA8
ISIN (Div re-invest): INF582M01GZ7
Fund code: 148593
First price on record: 28 Dec 2020 · 1,402 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.