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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Aggressive Hybrid Fund median (46 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 28 Dec 2020 – 20 Aug 2026, limited by Union Aggressive Hybrid Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Union Aggressive Hybrid Fund | Nifty 50 |
|---|---|---|
| 28 Dec 2020 | ₹100.00 | ₹100.00 |
| 18 Jun 2021 | ₹114.34 | ₹113.05 |
| 07 Dec 2021 | ₹126.99 | ₹123.81 |
| 27 May 2022 | ₹118.13 | ₹117.87 |
| 15 Nov 2022 | ₹130.98 | ₹132.65 |
| 06 May 2023 | ₹129.18 | ₹130.24 |
| 25 Oct 2023 | ₹141.63 | ₹137.84 |
| 13 Apr 2024 | ₹165.94 | ₹162.32 |
| 02 Oct 2024 | ₹188.94 | ₹185.95 |
| 23 Mar 2025 | ₹174.30 | ₹168.31 |
| 11 Sep 2025 | ₹190.34 | ₹180.24 |
| 01 Mar 2026 | ₹183.47 | ₹181.49 |
| 20 Aug 2026 | ₹183.17 | ₹174.67 |
| Metric | Union · Direct · IDCW NAV ₹18.39 High risk ★★★☆☆ | Category median Aggressive Hybrid Fund · 46 funds |
|---|---|---|
| -3.72% | -0.13% | |
| +9.01% | +8.71% | |
| +8.64% | +9.07% | |
| — | +6.41% | |
| +11.32% | +8.71% | |
| +7.53% | — | |
| +13.36% | +9.75% | |
| +10.43% | +10.21% | |
| — | +7.64% | |
| Risk | ||
| 10.82% | 11.39% | |
| 0.23 | 0.19 | |
| 0.31 | 0.26 | |
| -15.12% | -30.66% | |
| Nifty 50 | — | |
| +0.84% | +0.53% | |
| 0.80 | 0.79 | |
| 86.8% | 83.6% | |
| 75.5% | 66.2% | |
| 1.66% | 1.10% | |
| ₹707.94Cr | ₹701.99Cr | |
| 1.00% | — | |
| None | — | |
| ₹500 | — | |
| ₹1.00K | — | |
| 103% | 37% | |
| Gaurav Chopra | — | |
| 28 Dec 2020 | — | |
| 70 | — | |
| 27.0% | — | |
| 3.7% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.