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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Union Focussed Largecap Fund | Equity | Moderately High | 11.7% | 3star | ₹216 | |
| Union Balanced Advantage Fund | Hybrid | Moderately High | 10.6% | 3star | ₹511 | |
| Union Small Cap Fund | Equity | Moderately High | 2.7% | 2star | ₹332 | |
| Union Tax Saver Scheme | Equity | Moderately High | 10.9% | 2star | ₹263 | |
| Union Dynamic Bond Fund | Debt | Moderate | 10.4% | 2star | ₹146 | |
| Union Equity Fund | Equity | Moderately High | 11.9% | 1star | ₹308 | |
| Union Asset Allocation Fund - Moderate Plan | Hybrid | Moderately High | 6.1% | 3star | ₹45 | |
| Union Equity Savings Fund | Equity | Moderately High | N.A | 3star | ₹225 | |
| Union Liquid Fund | Liquid | Low | 6.6% | 1star | ₹579 | |
| View All Top 10 Union Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 11.73%. 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 11.73% 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 |
|---|---|
| AUM | ₹216Cr |
| 1Y Returns | 11.7% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 10.63%. 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 10.63% 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 ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹511Cr |
| 1Y Returns | 10.6% |
Fund Performance: This fund has given 4.54% annualized returns in the last three years. In the last year, its returns were 2.72%. 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 2.72% 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 |
|---|---|
| AUM | ₹332Cr |
| 1Y Returns | 2.7% |
Fund Performance: This fund has given 9.38% annualized returns in the last three years. In the last year, its returns were 10.95%. 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 10.95% 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 |
|---|---|
| AUM | ₹263Cr |
| 1Y Returns | 10.9% |
Fund Performance: This fund has given 5.03% annualized returns in the last three years. In the last year, its returns were 10.4%. 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 10.4% 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 |
|---|---|
| AUM | ₹146Cr |
| 1Y Returns | 10.4% |
Fund Performance: This fund has given 10.86% annualized returns in the last three years. In the last year, its returns were 11.86%. 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 11.86% 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 |
|---|---|
| AUM | ₹308Cr |
| 1Y Returns | 11.9% |
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 |
|---|---|
| AUM | ₹45Cr |
| 1Y Returns | 6.1% |
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 SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹225Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 5.62% annualized returns in the last three years. In the last year, its returns were 6.61%. 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 6.61% returns in the last one year. . .
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹579Cr |
| 1Y Returns | 6.6% |
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