Union Aggressive Hybrid Fund - Direct Plan - Growth

Scheme Objective

To achieve long term capital growth and generate income from a portfolio, predominantly of equity and equity related securities.

Scheme Details

• Fund manager(s) – Vinod Malviya , Sanjay Bembalkar , Parijat Agarwal
• Launch date – 18-Dec-2020
• Expense ratio – 1.32% as declared on 31-Oct-2025 (category average is 0.78%)
• Benchmark - CRISIL Hybrid 35+65 - Aggressive Index

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Union Aggressive Hybrid Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details