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Best Union Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

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Top 10 Union Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Union Small Cap FundEquityVery High99.3%3star511
Union Focussed Largecap FundEquityVery High49.9%2star194
Union Tax Saver SchemeEquityVery High59.1%3star372
Union Balanced Advantage FundHybridModerate25.4%5star1,039
Union Dynamic Bond FundDebtModerate2.5%2star141
Union Flexi Cap FundEquityVery High61.1%3star582
Union Liquid FundDebtLow to Moderate3.3%4star1,084
Union Equity Savings FundHybridModerate16.6%3star178
Union Overnight FundDebtLow3.1%2star74
Union Midcap FundEquityVery High85.9%star247
Union Large & Midcap FundEquityModerately High57.6%star219
Union Focused FundEquityModerately High58.2%3star215
Union Arbitrage FundHybridLow4.0%star93
Union Corporate Bond FundDebtModerate4.5%2star397
Union Asset Allocation Fund - Moderate PlanHybridModerately High6.1%3star45
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 22.36% annualized returns in the last three years. In the last year, its returns were 99.32%. 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 99.32% 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
AUM511Cr
1Y Returns99.3%

Union Largecap Fund Direct Growth

Fund Performance: This fund has given 13.12% annualized returns in the last three years. In the last year, its returns were 49.86%. 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 49.86% 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
AUM194Cr
1Y Returns49.9%

Union Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 17.07% annualized returns in the last three years. In the last year, its returns were 59.13%. 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 59.13% 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
AUM372Cr
1Y Returns59.1%

Union Balanced Advantage Fund Direct Growth

Fund Performance: This fund has given 13.34% annualized returns in the last three years. In the last year, its returns were 25.36%. 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 25.36% 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
AUM1,039Cr
1Y Returns25.4%

Union Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 8.35% annualized returns in the last three years. In the last year, its returns were 2.45%. 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 2.45% 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
AUM141Cr
1Y Returns2.5%

Union Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 17.92% annualized returns in the last three years. In the last year, its returns were 61.13%. 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 61.13% 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
AUM582Cr
1Y Returns61.1%

Union Liquid Fund Direct Growth

Fund Performance: This fund has given 4.08% annualized returns in the last three years. In the last year, its returns were 3.32%. 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 3.32% 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
AUM1,084Cr
1Y Returns3.3%

Union Equity Savings Fund Direct Growth

Fund Performance: In the last year, its returns were 16.59%. 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 16.59% 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
AUM178Cr
1Y Returns16.6%

Union Overnight Fund Direct Growth

Fund Performance: In the last year, its returns were 3.09%. 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 3.09% 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
AUM74Cr
1Y Returns3.1%

Union Midcap Fund Direct Growth

Fund Performance: In the last year, its returns were 85.92%. 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 85.92% 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
AUM247Cr
1Y Returns85.9%

Union Large & Midcap Fund Direct Growth

Fund Performance: In the last year, its returns were 57.63%. 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 57.63% 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
AUM219Cr
1Y Returns57.6%

Union Focused Fund Direct Growth

Fund Performance: In the last year, its returns were 58.18%. 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 58.18% 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
AUM215Cr
1Y Returns58.2%

Union Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 4%. 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 4% 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
AUM93Cr
1Y Returns4.0%

Union Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 6.7% annualized returns in the last three years. In the last year, its returns were 4.45%. 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 4.45% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. .

Min Investment Amt₹5,000
AUM397Cr
1Y Returns4.5%

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%

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