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Union Mutual Fund
Funds on Dhan
29
AMC Age
16 Yrs
AMC AUM
₹ 25,345 Cr
Union Equity Funds
Note: 3Y & 5Y returns are annualised. Rest everything is absolute.
Scheme | AUM (in Cr.) | Fund Age | 1W | 1M | 3M | 6M | 1Y | 3Y  | 5Y |
|---|---|---|---|---|---|---|---|---|---|
Union Innovation & Opportunities Fund Direct Growth Compare | 1,306.52 | 3 Yrs | 4.77% | -2.08% | 0.19% | 11.72% | 4.16% | 18.28% | - |
Union Midcap Fund Direct Growth Compare | 1,905.76 | 6 Yrs | 3.17% | -2.89% | -4.59% | 1.33% | 0.66% | 15.60% | 13.79% |
Union Small Cap Fund Direct Growth Compare | 2,731.92 | 12 Yrs | 3.30% | -5.54% | -1.57% | 6.90% | 11.79% | 14.64% | 16.16% |
Union Multicap Fund Direct Growth Compare | 1,515.85 | 3 Yrs | 2.70% | -1.63% | -2.51% | 4.54% | 2.52% | 14.18% | - |
Union Large & Midcap Fund Direct Growth Compare | 968.79 | 6 Yrs | 3.53% | -1.54% | -2.90% | 2.96% | -0.74% | 12.37% | 10.31% |
Union Focused Fund Direct Growth Compare | 432.72 | 7 Yrs | 4.02% | 0.28% | -2.47% | 3.79% | 2.74% | 11.50% | 8.82% |
Union Flexi Cap Fund Direct Growth Compare | 2,319.74 | 13 Yrs | 3.05% | -0.61% | -2.79% | 1.78% | -3.32% | 10.74% | 9.20% |
Union ELSS Tax Saver Fund Direct Growth Compare | 821.19 | 13 Yrs | 2.36% | -1.94% | -4.87% | -0.94% | -6.57% | 9.64% | 8.90% |
Union Active Momentum Fund Direct Growth Compare | 542.54 | 1 Yrs | 4.16% | -4.40% | 2.09% | 10.65% | 11.66% | - | - |
Union Business Cycle Fund Direct Growth Compare | 485.08 | 2 Yrs | 2.87% | -2.05% | -4.25% | -0.09% | -2.88% | - | - |
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
AMC Information
Union Mutual Fund
No. of Schemes
29
Total AUM
₹ 25,345.42 Cr
Contact Details
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Contact Details
022-67483300Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
About Union Mutual Fund
The Union MF has several advantages that qualify it as one of the highly chosen mutual funds by investors. These include:
It is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. With its commitment to providing investors with a safe and reliable investment avenue, it has built an investor base of over 150 million customers over the years.
The Union MF operates on a unique investment philosophy of managing credit risks with a careful selection of securities and creating investment portfolios that follow the mandate. These philosophies are the foundation of this mutual fund and the reason behind its success and the success of many investors.
The Union Mutual Fund provides several types of investment opportunities, including debt funds, equity funds, hybrid funds, solution-oriented funds, and NFOs, to cater to the requirements of different stakeholders.
The fund’s investment team includes Mr. Harshad Patwardhan, Mr. Parijat Agrawal, Mr. Hardick Bora, and Mr. Sanjay Bembalkar, among others whose experience and skill are the reason behind the fund's stable returns. Some of the top Union mutual funds to invest in are:
- Union Midcap Fund Direct - Growth
- Union Small Cap Fund Direct - Growth
- Union Tax Saver (ELSS) Fund Direct - Growth
- Union Flexi Cap Fund Direct - Growth
- Union Value Discovery Fund Direct - Growth
- Union Large Cap Fund Direct - Growth
The fund helps investors achieve their financial goals through its stable returns.
The Union Mutual Fund Company is among the top-rated mutual fund companies in India, and it aims to provide investors with responsible investing opportunities. Established in 2009, this fund has shown noteworthy performance and provided competitive returns to its investors.
- Professionally Managed Funds: The Union mutual funds are professionally managed by experienced and skilled managers who contribute to its performance. Due to their years of experience, professional fund management provides better returns to investors compared with independent investing.
- Diversified Fund Options: Another advantage of investing in the Union mutual fund is that it offers diversified fund options suiting the requirements of different investors. You can invest in equity funds, debt funds, ELSS funds, and hybrid funds based on your risk tolerance and return expectations.
- Tax Benefits: The union mutual fund company has a range of investment options to suit the requirements of different investors. One such fund type is ELSS, which allows investors a tax benefit of up to Rs. 1,50,000 under the 80C section of the Income Tax Account. By investing in this fund, investors can also earn returns while receiving a tax benefit.
- Low Minimum Investment: The Union mutual fund allows investors to invest money through an SIP starting at as low as Rs. 500, making it accessible to more investors. Investors can also invest their money in some of the biggest companies through the fund, even with low investment amounts.
- Transparency: One common challenge investors face while investing in mutual funds is the lack of transparency. However, the Union mutual fund provides complete transparency by reporting where the investments are made from time to time to keep the investors informed about their investments.
The expert fund managers at Union Mutual Fund have years of experience and employ a strategic investment approach to ensure competitive returns for investors. They create a diversified and balanced portfolio for their investors, thereby delivering balanced and consistent returns. Additionally, they diversify investments across different asset classes to minimize risks and maximize reliable returns for investors.
For example, the equity fund Union Small Cap Fund Direct—Growth provides investors with a one-year return of 38.75%, a three-year return of 23.43%, and a five-year return of 27.47%. Similarly, the debt fund Union Dynamic Bond Fund Direct—Growth provides a one-year return of 6.18%, a three-year return of 4.38%, and a five-year return of 5.88%.
The fund also complies with the guidelines set by the Securities and Exchange Board of India (SEBI) to further safeguard investors' security.
However, it is crucial to understand that despite these advantages, these funds are still influenced by market risks and global events, which can alter their returns. This is why investors must study AMC's past performance before investing to make an informed decision and ensure peace of mind.
We have introduced you to the best Union mutual funds and detailed their advantages. It’s finally time to learn how to invest in them. Dhan, an online trading and investing platforms in India, simplifies this process through its platform. It doesn’t only help you invest but also provides an overview to ensure you make an informed decision.
The steps to follow to invest in Union mutual fund through Dhan are:
- Step 1: Go to the App Store or the Play Store on your phone and install the Dhan app.
- Step 2: Once the app is downloaded, you must register on the app by entering your phone number. Enter the OTP you will receive shortly to proceed.
- Step 3: Set up your account by providing personal details such as your email address, PAN, and Aadhaar number.
- Step 4: After your account is set up, navigate to the mutual fund section and locate Union mutual fund.
- Step 5: Select the type of mutual fund you wish to invest in. Dhan provides an overview of all the different mutual fund categories, such as equity funds, debt funds, hybrid funds, and ELSS. You will also see the ratings, minimum investment amount, AUM, and 1-year, 3-year, and 5-year returns of all the funds to make an informed decision.
- Step 6: Once the fund is selected, the last step is to select the payment method. Depending on your preference, you can choose from Union mutual fund lump sum plans or Union mutual fund SIP plans. The Union mutual fund SIP plan is suitable for individuals who cannot make the entire payment at one time and must pay monthly or quarterly installments.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number, enter that, and you are done.
Dhan also provides a Union mutual fund SIP calculator to help you calculate your returns by selecting your time period and investment amount. Additionally, you can set up a date on your SIP plan to make it hassle-free.
You can now track your investments through Dhan and ensure that the returns are as expected.
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