Best Union Equity Mutual Funds

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.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

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Top 10 Union Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Union Small Cap FundEquityModerately High-22.4%2star336
Union Focussed Largecap FundEquityModerately High-21.3%3star183
Union Tax Saver SchemeEquityModerately High-19.4%2star257
Union Balanced Advantage FundHybridModerately High-8.4%3star455
Union Dynamic Bond FundDebtModerate11.9%2star133
Union Equity FundEquityModerately High-18.8%2star318
Union Focused FundEquityModerately HighN.A3star187
Union Liquid FundLiquidLow6.2%1star685
Union Asset Allocation Fund - Moderate PlanHybridModerately High6.1%3star45
Union Equity Savings FundEquityModerately High-3.2%3star187
Union Midcap FundEquityModerately HighN.Astar0
View All Top 10 Union Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Union Small Cap Fund Direct Growth

Fund Performance: This fund has given -7.03% annualized returns in the last three years. In the last year, its returns were -22.35%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -22.35% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM336Cr
1Y Returns-22.4%

Union Largecap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -21.28%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -21.28% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM183Cr
1Y Returns-21.3%

Union Long Term Equity Fund Direct Growth

Fund Performance: This fund has given -2.38% annualized returns in the last three years. In the last year, its returns were -19.36%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -19.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM257Cr
1Y Returns-19.4%

Union Balanced Advantage Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -8.41%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing -8.41% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM455Cr
1Y Returns-8.4%

Union Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 6.81% annualized returns in the last three years. In the last year, its returns were 11.93%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM133Cr
1Y Returns11.9%

Union Multi Cap Fund Direct Growth

Fund Performance: This fund has given -1.5% annualized returns in the last three years. In the last year, its returns were -18.77%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -18.77% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM318Cr
1Y Returns-18.8%

Union Focused Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM187Cr
1Y ReturnsNA

Union Liquid Fund Direct Growth

Fund Performance: This fund has given 5.54% annualized returns in the last three years. In the last year, its returns were 6.24%. It has continually hit its benchmark in the Liquid segment.

Why to invest: It is one of the most remarkable Liquid mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.24% returns in the last one year. . .

Min Investment Amt₹5,000
AUM685Cr
1Y Returns6.2%

Union Asset Allocation Fund Direct Growth

Fund Performance: This fund has given 8.03% annualized returns in the last three years. In the last year, its returns were 6.06%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.06% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM45Cr
1Y Returns6.1%

Union Equity Savings Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -3.17%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -3.17% returns in the last one year. . Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM187Cr
1Y Returns-3.2%

Union Midcap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹2,000.

Min Investment Amt₹5,000
AUM0Cr
1Y ReturnsNA

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