Mirae Asset Aggressive Hybrid Fund vs Union Aggressive Hybrid Fund
Mirae Asset Aggressive Hybrid Fund and Union Aggressive Hybrid Fund are both Aggressive Hybrid funds. As of 4 Nov 2026 (Direct plan, Growth option): 3-year CAGR +12.04% vs +11.03%, 5-year CAGR +9.58% vs +8.63%, volatility 11.51% vs 11.61%, maximum drawdown −29.00% vs −15.12%.
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Fund house | Mirae Asset Mutual Fund | Union Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹39.4270 | ₹19.7300 |
| NAV date | 4 Nov 2026 | 4 Nov 2026 |
| Launched (first NAV) | 30 Jul 2015 | 28 Dec 2020 |
| Track record | 11.3 yrs | 5.9 yrs |
| Fund size (AUM) | — | ₹727 Cr |
| Securities held | — | 81 |
| Portfolio as of | Not disclosed yet | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| 1 month | +3.04% | +2.39% |
| 3 months | −1.29% | −1.94% |
| 6 months | +1.02% | +2.49% |
| 1 year | +1.83% | +1.49% |
| 3 years (CAGR) | +12.04% | +11.03% |
| 5 years (CAGR) | +9.58% | +8.63% |
| 7 years (CAGR) | +13.19% | — |
| 10 years (CAGR) | +13.24% | — |
| Since launch (CAGR) | +12.94% | +12.24% |
| SIP return (XIRR, 5 years) ⓘ | +10.12% | +9.35% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| 2026 (year to date) | +0.23% | +0.97% |
| 2025 | +11.20% | +6.89% |
| 2024 | +15.14% | +15.70% |
| 2023 | +20.66% | +21.26% |
| 2022 | +3.78% | +0.46% |
| 2021 | +25.56% | +28.29% |
Risk
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Volatility (annualised) ⓘ | 11.51% | 11.61% |
| Downside volatility ⓘ | 8.00% | 8.31% |
| Sharpe ratio ⓘ | 0.48 | 0.39 |
| Sortino ratio ⓘ | 0.69 | 0.55 |
| Maximum drawdown ⓘ | −29.00% | −15.12% |
| Recovery from that fall | 7 months | 5 months |
| Current fall from peak | −1.38% | −2.08% |
| Rolling 1-year return: worst | −21.61% | −4.74% |
| Rolling 1-year return: median | +12.71% | +8.72% |
| Rolling 1-year return: best | +70.05% | +33.01% |
| Share of 1-year periods with a loss | 4.86% | 7.52% |
Against each fund's benchmark
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Beta ⓘ | 0.77 | 0.77 |
| Alpha (Jensen's, annualised) ⓘ | +2.78% | +1.99% |
| R² ⓘ | 96.06 | 92.21 |
| Upside capture | 88.10% | 87.62% |
| Downside capture | 66.23% | 70.77% |
| Tracking error | 4.12% | 4.76% |
| Information ratio | 0.68 | 0.40 |
| Treynor ratio | 6.18 | 5.01 |
Portfolio
Mirae Asset Aggressive Hybrid Fund has no usable portfolio disclosure on file yet, so portfolio comparisons are shown only where available.
Asset mix
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Equity | — | 72.25% |
| Debt | — | 19.89% |
| Cash & equivalents | — | 7.86% |
Market-cap split (share of fund assets)
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Large Cap | — | 39.25% |
| Mid Cap | — | 10.16% |
| Small Cap | — | 19.14% |
| Unclassified | — | 3.70% |
Concentration
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| Top 10 holdings | — | 30.08% |
| Effective number of stocks ⓘ | — | 62.6 |
| Securities held | — | 81 |
Top 10 holdings
Mirae Asset Aggressive Hybrid
Not disclosed yet.
Union Aggressive Hybrid
- HDFC Bank Limited4.59%
- Power Finance Corporation Ltd.3.43%
- 7.48% National Bank For Agriculture and Rural Development (15/09/2028)3.42%
- 7.40 % National Bank For Agriculture and Rural Development (29/04/2030)3.38%
- REC Ltd.3.35%
- ICICI Bank Limited2.94%
- State Bank of India2.55%
- Axis Bank Limited2.39%
- 7.57% Indian Railway Finance Corporation Limited (18/04/2029)2.06%
- Reliance Industries Limited1.97%
Sector exposure
| Mirae Asset Aggressive Hybrid | Union Aggressive Hybrid | |
|---|---|---|
| CRISIL AAA | — | 14.98% |
| Banks | — | 14.15% |
| [ICRA]AAA | — | 4.71% |
| Pharmaceuticals & Biotechnology | — | 4.65% |
| Finance | — | 4.46% |
| Auto Components | — | 3.87% |
| Construction | — | 3.31% |
| Capital Markets | — | 3.15% |
| Telecom - Services | — | 3.03% |
| IT - Software | — | 3.02% |
| Transport Services | — | 2.99% |
| Electrical Equipment | — | 2.94% |
| Consumer Durables | — | 2.94% |
| IT - Services | — | 2.48% |
Questions people ask
What is the difference between Mirae Asset Aggressive Hybrid and Union Aggressive Hybrid returns?
As of 4 Nov 2026, Direct plan Growth option: 1-year return +1.83% vs +1.49%; 3-year CAGR +12.04% vs +11.03%; 5-year CAGR +9.58% vs +8.63%; 10-year CAGR +13.24% vs —. Past returns do not indicate future returns.
How do Mirae Asset Aggressive Hybrid and Union Aggressive Hybrid compare on risk?
Volatility (36 monthly returns, annualised) 11.51% vs 11.61%; Sharpe ratio 0.48 vs 0.39; Sortino ratio 0.69 vs 0.55; maximum drawdown −29.00% vs −15.12%; beta 0.77 vs 0.77.
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Mirae Asset Aggressive Hybrid vs
Union Aggressive Hybrid vs
All Aggressive Hybrid comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →
Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 4 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.