Top Union Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Union Balanced Advantage FundHybridModerately HighN.A3star598
Union Small Cap FundEquityModerately High-12.9%1star305
Union Asset Allocation Fund - Moderate PlanHybridModerately High2.6%1star53
Union Tax Saver SchemeEquityModerately High-2.7%1star216
Union Dynamic Bond FundDebtModerate0.6%1star220
Union Equity FundEquityModerately High-1.8%1star214
Union Focussed Largecap FundEquityModerately High-5.3%star309
View all Union Mutual Funds

Union Mutual Fund

Union Mutual Fund is sponsored by Union Bank of India and is therefore a trusted brand for investors.

Union Mutual Fund visions to obtain prosperity by responsibly investing in the capital market. Their aim is to provide the right client, the right product at the right time. The asset management company aims at understanding the investor's needs better and customizes products in a way that will be beneficial to them.

It believes in creating an investment platform which is sustainable for the long-term and helps investors to create wealth systematically. The fund house provides various mutual funds across different market capitalization and categories, in order to apppeal to investors with various needs. Union Mutual Fund targets to give its investors a brilliant investing experience and choose mutual fund as an instrument for the long haul.

Union Mutual Fund

Launch Date22 Mar 2011
AddressUnit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
AUM3,811 Cr

Best Selling Union Mutual Funds

Union Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Union Mutual Fund AMC given below.

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Best Union Tax Saving Mutual Funds

These funds fall under the Equity Linked Savings Scheme or ELSS and therefore, under Section 80 'C' of the Income Tax Act, these funds are exempted up to a limit of Rs.1,50,000. They primarily invest in equity and equity-related securities, which means that they attain good returns, due to their exposure to equity.

Best Union Equity Mutual Funds

Equity funds invest in equity and equity related securities and aim to obtain long-term wealth appreciation. These funds are comparatively more volatile than debt funds, but they also provide a high rate of return. There are various categories and schemes under equity funds and an investor can choose whichever, keeping in mind his/her risk appetite and duration of investment.

Best Union Debt Mutual Funds

These are comparatively low risk funds and are relatively stable as they do not get heavily affected by market forces. These funds invest primarily in debt/money market instruments and government securities. They are perfect for investors who want a regular income from mutual funds and have a low risk appetite.

Best Union Hybrid Mutual Funds

Hybrid funds are outstanding for a stand-alone option, good funds for beginners, or core holdings in a complete portfolio of mutual funds.The "hybrid" descriptor comes from the idea that one mutual fund consists of a mix of different elements typically existing in two or more funds. Check out the best hybrid funds offered by Union Mutual Funds

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.