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Union Mutual Fund

Established in 2011 as a joint venture between Union Bank of India and Japan’s Dai-ichi Life Holdings, Union Mutual Fund leverages its parent bank branches for growth. It emphasizes clean balance sheets and zero credit compromises.

AUM

₹25,345.42 Cr

amc age

16 Yrs

funds

29

Union Equity Funds

sorted highest to lowest: 3Y return
Union Innovation & Opportunities Fund Direct Growth

3Y returns

16.15%

5Y returns

-

-
Union Midcap Fund Direct Growth

3Y returns

14.23%

5Y returns

13.34%

3
Union Small Cap Fund Direct Growth

3Y returns

13.67%

5Y returns

15.73%

4
Union Multicap Fund Direct Growth

3Y returns

13.11%

5Y returns

-

4
Union Large & Midcap Fund Direct Growth

3Y returns

11.04%

5Y returns

9.72%

3
Union Value Fund Direct Growth

3Y returns

10.38%

5Y returns

10.35%

3
Union Focused Fund Direct Growth

3Y returns

9.84%

5Y returns

8.20%

3
Union Flexi Cap Fund Direct Growth

3Y returns

9.41%

5Y returns

8.63%

4
Union ELSS Tax Saver Fund Direct Growth

3Y returns

8.60%

5Y returns

8.41%

3
Union Largecap Fund Direct Growth

3Y returns

6.28%

5Y returns

5.33%

3

return calculator

Monthly Investment
Time Period
₹6.65 Lac
Bank Ac
₹7.20 Lac
Fixed Deposit
₹8.25 Lac
This Fund
Total Investment₹ 6,00,000.00
Total Gains₹ 2,24,863.67
Total Value₹ 8,24,863.67
invest now

Note: Past profits do not guarantee future returns.

AMC information

fund house

Union Mutual Fund

AUM (cr).

₹25,345.42

funds managed

29

AMC age

16 Yrs

date of incorporation

30 Dec 2009

phone

022-67483300

registered address

Unit 503, 5th Floor, Leeela Business, Park, Andheri Kurla Road,, Andheri (East), Mumbai - 400059

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