Best Union Mutual Fund
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
 Union Midcap Fund - Direct Growth
|
1,313 | 18.17% | 32.61% | |
Union Value Fund - Direct Growth
|
292 | 17.45% | 26.87% | |
Union Small Cap Fund - Direct Growth
|
1,444 | 15.36% | 31.74% | |
Union Large & Midcap Fund - Direct Growth
|
807 | 14.95% | 25.69% | |
Union Flexi Cap Fund - Direct Growth
|
2,159 | 14.82% | 25.23% | |
Union ELSS Tax Saver Fund - Direct Growth
|
860 | 14.51% | 25.21% | |
Union Aggressive Hybrid Fund - Direct Growth
|
619 | 12.62% | - | |
Union Largecap Fund - Direct Growth
|
432 | 12.42% | 21.94% | |
Union Focused Fund - Direct Growth
|
389 | 11.74% | 22.64% | |
| Union Balanced Advantage Fund - Direct Growth
|
1,365 | 10.78% | 15.72% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Union Midcap Fund - Direct Growth
|
18.17% Fund Size (Cr.) - 1,313 |
||
Union Value Fund - Direct Growth
|
17.45% Fund Size (Cr.) - 292 |
||
Union Small Cap Fund - Direct Growth
|
15.36% Fund Size (Cr.) - 1,444 |
||
Union Large & Midcap Fund - Direct Growth
|
14.95% Fund Size (Cr.) - 807 |
||
Union Flexi Cap Fund - Direct Growth
|
14.82% Fund Size (Cr.) - 2,159 |
||
Union ELSS Tax Saver Fund - Direct Growth
|
14.51% Fund Size (Cr.) - 860 |
||
Union Aggressive Hybrid Fund - Direct Growth
|
12.62% Fund Size (Cr.) - 619 |
||
Union Largecap Fund - Direct Growth
|
12.42% Fund Size (Cr.) - 432 |
||
Union Focused Fund - Direct Growth
|
11.74% Fund Size (Cr.) - 389 |
||
| Union Balanced Advantage Fund - Direct Growth
|
10.78% Fund Size (Cr.) - 1,365 |
However, after seven years of running a successful AMC, the partnership entered a resolution in 2016, making UBI the sole proprietor of Union Mutual Fund for a brief period. Thereafter in 2017, Union Bank entered into a fresh partnership with Dai-ichi Life, one of Japan’s major financial services companies. The latter acquired a 39.62% stake in the AMC, and thus, Union Mutual Fund got its new name – Union Asset Management Co. Pvt. Ltd. View More
Union Mutual Fund Managers
Closed NFO
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10 Feb 2025
Launch Date
24 Feb 2025
Closed Date
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15 Jan 2025
Launch Date
28 Jan 2025
Closed Date
Frequently Asked Questions
<p>The amount you should invest in a SIP depends on your financial goals and the amount of money you have. The amount you will pay each month will depend on how much the mutual fund charges as its expense ratio. You can use our Mutual Fund SIP calculator to determine how much your monthly investment should be based on your goal and other details.</p>
You can increase your SIP amount for the next subscription date. You can change your SIP amount only once a month, and the new amount will be charged from the next subscription date onwards. All you need to do is choose the edit option and increase the SIP amount.
You do not have to open a Demat account to invest in mutual funds. With 5Paisa’s apps, you can purchase and trade mutual funds on the fly. Download the Invest app and the Mobile Trading App and open an MF account.
UNION AMC offers a wide range of investment options, including mutual funds, ETFs, bond funds, and liquid schemes. There are various investment options to help you reach your financial goals.
Union’s funds have a successful, proven track record. And part of that success is attributable to investing in riskier, more volatile investment opportunities. But all investments involve risk. The key to making money is knowing how to manage that risk with proper portfolio diversification.
When you sign up for a SIP in a UNION mutual fund, the minimum amount is INR 500.
Invest your money safely and securely with 5Paisa. The zero-commission platform offers a variety of investment options, including Mutual Funds, Gold, ETFs and more. Choose from SIP or Lumpsum options and avail of the ease of accessibility and user-friendly platform with no hidden charges.
Yes, you can stop purchasing new shares in a mutual fund during a subscription period. To do so, simply go to your account on 5Paisa and request that it cancel your standing order for additional shares. You have to click the “Stop SIP” option under the scheme, and you’re ready.
Past performance is not a guarantee of future results. When looking at returns, we recommend focusing on the returns generated in the most recent periods by the relevant investment timeframe.
Mutual funds are investment options made available to individuals and organizations that want to invest without having to select individual stocks. To help you make an educated decision, 5Paisa as a platform will answer your questions about mutual funds, like how much a mutual fund costs, what happens when you need to sell shares and how you can purchase them directly.