Union Mutual Fund

Union Mutual Fund

Union Mutual Fund was established in 2011. It is a relatively young but rapidly growing asset management company in India. With Assets Under Management (AUM) of over ₹14674.66 crore, it manages 27 schemes across equity, hybrid, and debt categories. While newer compared to industry giants, Union MF has shown promising growth and currently ranks among the emerging fund houses in India. Their innovative investment strategies and focus on investor education have helped them build a strong foundation in the competitive mutual fund industry.

Scheme Name		Min. Invest	AUM (In Cr)
Union Innovation & Opportunities Fund - Dir (G) Sectoral / Thematic \| Equity	29.44%	₹1,000	₹944.74	Invest
Union Midcap Fund - Direct (G) Mid Cap Fund \| Equity	19.72%	₹1,000	₹1,428.97	Invest
Union Multicap Fund - Direct (G) Multi Cap Fund \| Equity	15.60%	₹1,000	₹1,105.65	Invest
Union Large & Midcap Fund - Direct (G) Large & Mid Cap Fund \| Equity	14.59%	₹1,000	₹868.05	Invest
Union Small Cap Fund - Direct (G) Small Cap Fund \| Equity	14.26%	₹1,000	₹1,684.72	Invest
Union Retirement Fund - Direct (G) Retirement Fund \| Solution Oriented	12.58%	₹1,000	₹156.27	Invest
Union Focused Fund - Direct (G) Focused Fund \| Equity	12.14%	₹1,000	₹428.28	Invest
Union Value Fund - Direct (G) Value Fund \| Equity	11.49%	₹1,000	₹298.67	Invest
Union ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	11.18%	₹500	₹923.05	Invest
Union Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	11.10%	₹1,000	₹637	Invest
Union Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	11.09%	₹1,000	₹2,299.14	Invest
Union Gilt Fund - Direct (G) Gilt Fund \| Debt	8.88%	₹1,000	₹116.15	Invest
Union Balanced Advantage Fund - Direct (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	8.68%	₹1,000	₹1,430.59	Invest
Union Largecap Fund - Direct (G) Large Cap Fund \| Equity	8.58%	₹1,000	₹436.97	Invest
Union Dynamic Bond Fund - Direct (G) Dynamic Bond \| Debt	8.46%	₹1,000	₹76.87	Invest
Union Corporate Bond Fund - Direct (G) Corporate Bond Fund \| Debt	8.33%	₹1,000	₹258.73	Invest
Union Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	8.07%	₹1,000	₹223.17	Invest
Union Money Market Fund - Direct (G) Money Market Fund \| Debt	7.45%	₹5,000	₹183.24	Invest
Union Liquid Fund - Direct (G) Liquid Fund \| Debt	7.44%	₹5,000	₹4,191.78	Invest
Union Equity Savings Fund - Direct (G) Equity Savings \| Hybrid	7.22%	₹1,000	₹137.71	Invest

Union Innovation & Opportunities Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

29.44%

Min. Invest

₹1,000

AUM

₹944.74 Cr

Union Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

19.72%

Min. Invest

₹1,000

AUM

₹1,428.97 Cr

Union Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

15.60%

Min. Invest

₹1,000

AUM

₹1,105.65 Cr

Union Large & Midcap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

14.59%

Min. Invest

₹1,000

AUM

₹868.05 Cr

Union Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

14.26%

Min. Invest

₹1,000

AUM

₹1,684.72 Cr

Union Retirement Fund - Direct (G)

Equity | Retirement Fund

1Y returns

12.58%

Min. Invest

₹1,000

AUM

₹156.27 Cr

Union Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

12.14%

Min. Invest

₹1,000

AUM

₹428.28 Cr

Union Value Fund - Direct (G)

Equity | Value Fund

1Y returns

11.49%

Min. Invest

₹1,000

AUM

₹298.67 Cr

Union ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

11.18%

Min. Invest

₹500

AUM

₹923.05 Cr

Union Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

11.10%

Min. Invest

₹1,000

AUM

₹637 Cr

Union Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

11.09%

Min. Invest

₹1,000

AUM

₹2,299.14 Cr

Union Gilt Fund - Direct (G)

Equity | Gilt Fund

1Y returns

8.88%

Min. Invest

₹1,000

AUM

₹116.15 Cr

Union Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

8.68%

Min. Invest

₹1,000

AUM

₹1,430.59 Cr

Union Largecap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

8.58%

Min. Invest

₹1,000

AUM

₹436.97 Cr

Union Dynamic Bond Fund - Direct (G)

Equity | Dynamic Bond

1Y returns

8.46%

Min. Invest

₹1,000

AUM

₹76.87 Cr

Union Corporate Bond Fund - Direct (G)

Equity | Corporate Bond Fund

1Y returns

8.33%

Min. Invest

₹1,000

AUM

₹258.73 Cr

Union Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

8.07%

Min. Invest

₹1,000

AUM

₹223.17 Cr

Union Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

7.45%

Min. Invest

₹5,000

AUM

₹183.24 Cr

Union Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.44%

Min. Invest

₹5,000

AUM

₹4,191.78 Cr

Union Equity Savings Fund - Direct (G)

Equity | Equity Savings

1Y returns

7.22%

Min. Invest

₹1,000

AUM

₹137.71 Cr

About Union Mutual Fund

Union Mutual Fund has demonstrated impressive performance through consistent investment strategies and careful fund management. Their equity funds have shown remarkable resilience during market volatility, particularly the Union Flexi Cap Fund, which has delivered competitive returns against its benchmark. The fund house's strategic partnership with Union Bank of India has provided a strong distribution network and trust factor among investors.

Their debt funds maintain high credit quality standards, focusing primarily on government securities and top-rated corporate bonds. Union Balanced Advantage Fund has successfully implemented a dynamic asset allocation strategy, protecting investor wealth during market downturns while capturing upside potential.

The fund house's focus on research-driven investment decisions has resulted in better risk-adjusted returns across categories. Their small-cap and mid-cap funds have shown particular strength in identifying emerging companies with strong growth potential. Union MF's liquid schemes have maintained high safety standards while providing competitive returns.

Their consistent investment philosophy emphasizes fundamental research and long-term wealth creation. The fund house's risk management framework has proven effective in navigating through various market cycles. Their focus on quality stocks and bonds has helped maintain portfolio stability.

Union MF's specialized sector funds have capitalized on India's growing sectors, particularly in banking and technology. Their tax-saving ELSS funds combine tax benefits with growth potential, making them attractive for tax-conscious investors.

The fund house's hybrid schemes have successfully balanced risk and returns, catering to moderate-risk investors. Their ability to maintain performance while growing AUM demonstrates operational efficiency and scalable investment processes.

Union MF's commitment to digital transformation has improved investor accessibility and service delivery. Their innovative product offerings address specific investor needs while maintaining a focus on risk management.

Union Mutual Fund has shown remarkable growth in its relatively short journey in the Indian mutual fund industry. The fund house's flagship equity scheme, Union Flexi Cap Fund, has consistently delivered returns above its benchmark over the past five years. Their small-cap fund has particularly excelled in identifying promising companies in the emerging sectors, generating substantial alpha for investors.

The debt fund portfolio maintains a conservative approach with a focus on high-quality papers, resulting in stable returns even during credit market stress. Union Balanced Advantage Fund has effectively implemented its dynamic asset allocation strategy, providing downside protection during market volatility while capturing upside potential effectively.

Union MF's tax-saving ELSS scheme has competed well with established peers, offering tax benefits along with capital appreciation. Their liquid funds have maintained high safety standards while providing competitive returns, making them suitable for corporate treasuries and retail investors alike.

The fund house's focus on risk-adjusted returns has helped them build a strong track record across categories. Their investment strategy emphasizing quality over momentum has proven particularly effective during market uncertainties. The fund's hybrid schemes have successfully balanced risk and returns, making them attractive for moderate-risk investors seeking stable growth with reduced volatility.

How to Invest in Union Mutual Fund?

Union MF's investment decisions are backed by thorough research and analysis, ensuring quality portfolio construction and risk management. Note the reasons below to invest in these funds.

Strong Institutional Backing

Union Mutual Fund's partnership with Union Bank of India provides strong institutional support and extensive branch network access for investors. The bank's legacy of trust and reliability extends to the mutual fund operations, ensuring robust governance standards.

Research-Driven Approach

The fund house maintains a dedicated research team that conducts thorough fundamental analysis before making investment decisions. Their investment process involves detailed company research, management meetings, and continuous monitoring of portfolio holdings.

Professional Fund Management

Experienced fund managers with proven track records lead various schemes, implementing disciplined investment strategies. The fund management team's expertise in navigating different market cycles has resulted in consistent risk-adjusted returns.

Cost-Effective Investment Options

Union Mutual Fund maintains competitive expense ratios across their schemes, making them cost-effective for long-term investors. Their direct plans offer even lower costs for investors who can invest without distributor involvement.

Focus on Risk Management

The fund house employs robust risk management systems to monitor and manage various types of risks in their portfolios. Their conservative approach to credit risk in debt funds has helped maintain portfolio quality during market stress.

Here are some effective steps you need to take to begin your investment process.

Step 1: Login or Register

Create your account through a quick online registration process on the digital platform of Torus.

Step 2: Validate Identity Proof

Complete paperless KYC verification through Digilocker, making the process entirely digital and convenient.

Step 3: Level of risk

Assess your risk tolerance through a simple questionnaire to determine suitable investment options.

Step 4: Choose a mutual fund scheme

Browse through various Union MF schemes and select ones aligned with your financial goals.

Step 5: One Time (Lumpsum) or SIP

Decide between a one-time investment or a systematic investment plan based on your preference.

Step 6: SIP Placement

Start your SIP immediately or choose a preferred date with a flexible same-day SIP option.

Your Torus account will reflect the Union Mutual Fund in India you have invested in within 3 to 4 working days.

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Union Innovation & Opportunities Fund - Dir (G)

₹1,000

₹944.74 Cr

Union Midcap Fund - Direct (G)

₹1,000

₹1,428.97 Cr

Union Multicap Fund - Direct (G)

₹1,000

₹1,105.65 Cr

Union Large & Midcap Fund - Direct (G)

₹1,000

₹868.05 Cr

Union Small Cap Fund - Direct (G)

₹1,000

₹1,684.72 Cr

Union Retirement Fund - Direct (G)

₹1,000

₹156.27 Cr

Union Focused Fund - Direct (G)

₹1,000

₹428.28 Cr

Union Value Fund - Direct (G)

₹1,000

₹298.67 Cr

Union ELSS Tax Saver Fund - Direct (G)

₹500

₹923.05 Cr

Union Aggressive Hybrid Fund - Direct (G)

₹1,000

₹637 Cr

Union Flexi Cap Fund - Direct (G)

₹1,000

₹2,299.14 Cr

Union Gilt Fund - Direct (G)

₹1,000

₹116.15 Cr

Union Balanced Advantage Fund - Direct (G)

₹1,000

₹1,430.59 Cr

Union Largecap Fund - Direct (G)

₹1,000

₹436.97 Cr

Union Dynamic Bond Fund - Direct (G)

₹1,000

₹76.87 Cr

Union Corporate Bond Fund - Direct (G)

₹1,000

₹258.73 Cr

Union Arbitrage Fund - Direct (G)

₹1,000

₹223.17 Cr

Union Money Market Fund - Direct (G)

₹5,000

₹183.24 Cr

Union Liquid Fund - Direct (G)

₹5,000

₹4,191.78 Cr

Union Equity Savings Fund - Direct (G)

₹1,000

₹137.71 Cr

About Union Mutual Fund

How to Invest in Union Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey