Union Hybrid Funds
Updated June 2026 · 5 active funds · data from AMFI NAVs
Union runs 5 hybrid mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Union's hybrid line-up like for like - it is analysis, not advice. For how every hybrid fund in India compares, see the full category page.
60% of the 5 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Union Aggressive Hybrid Fund Union | -1.84% | +11.26% | +10.10% | 0.44 | -15.1% | 2.91% | ₹685 Cr |
| 2 | Union Balanced Advantage Fund Union | -1.20% | +8.54% | +7.77% | 0.19 | -8.9% | 1.36% | ₹1.3K Cr |
| 3 | Union Arbitrage Fund Union | +6.30% | +7.35% | +6.37% | - | -0.3% | 0.92% | ₹279 Cr |
| 4 | Union Equity Savings Fund Union | +1.49% | +7.31% | +6.41% | -0.04 | -5.8% | 1.47% | ₹142 Cr |
| 5 | Union Multi Asset Allocation Fund Union | +10.55% | - | - | 0.35 | -12.4% | 1.30% | ₹910 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.