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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 High96.3%3star425
Union Focussed Largecap FundEquityVery High56.8%2star185
Union Tax Saver SchemeEquityVery High62.1%3star335
Union Balanced Advantage FundHybridModerate39.0%5star842
Union Dynamic Bond FundDebtModerate5.2%2star143
Union Flexi Cap FundEquityVery High63.1%3star482
Union Liquid FundLiquidLow to Moderate3.5%4star1,028
Union Equity Savings FundEquityModerate21.0%3star169
Union Overnight FundDebtLow3.0%1star48
Union Large & Midcap FundEquityModerately High58.9%star190
Union Midcap FundEquityVery High85.5%star198
Union Focused FundEquityModerately High61.3%3star190
Union Arbitrage FundHybridLow3.7%star67
Union Corporate Bond FundDebtModerate8.2%2star385
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 11.71% annualized returns in the last three years. In the last year, its returns were 96.29%. 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 96.29% 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
AUM425Cr
1Y Returns96.3%

Union Largecap Fund Direct Growth

Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 56.83%. 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 56.83% 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
AUM185Cr
1Y Returns56.8%

Union Long Term Equity Fund Direct Growth

Fund Performance: This fund has given 12.01% annualized returns in the last three years. In the last year, its returns were 62.15%. 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 62.15% 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
AUM335Cr
1Y Returns62.1%

Union Balanced Advantage Fund Direct Growth

Fund Performance: This fund has given 12.17% annualized returns in the last three years. In the last year, its returns were 38.99%. 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 38.99% 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
AUM842Cr
1Y Returns39.0%

Union Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 8.48% annualized returns in the last three years. In the last year, its returns were 5.18%. 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 5.18% 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
AUM143Cr
1Y Returns5.2%

Union Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 13.57% annualized returns in the last three years. In the last year, its returns were 63.13%. 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 63.13% 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
AUM482Cr
1Y Returns63.1%

Union Liquid Fund Direct Growth

Fund Performance: This fund has given 4.41% annualized returns in the last three years. In the last year, its returns were 3.47%. 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 3.47% 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
AUM1,028Cr
1Y Returns3.5%

Union Equity Savings Fund Direct Growth

Fund Performance: In the last year, its returns were 20.96%. 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 20.96% 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
AUM169Cr
1Y Returns21.0%

Union Overnight Fund Direct Growth

Fund Performance: In the last year, its returns were 3.03%. 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 3.03% 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
AUM48Cr
1Y Returns3.0%

Union Large & Midcap Fund Direct Growth

Fund Performance: In the last year, its returns were 58.94%. 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 58.94% 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
AUM190Cr
1Y Returns58.9%

Union Midcap Fund Direct Growth

Fund Performance: In the last year, its returns were 85.55%. 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 85.55% 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
AUM198Cr
1Y Returns85.5%

Union Focused Fund Direct Growth

Fund Performance: In the last year, its returns were 61.33%. 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 61.33% 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
AUM190Cr
1Y Returns61.3%

Union Arbitrage Fund Direct Growth

Fund Performance: In the last year, its returns were 3.66%. 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 3.66% 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
AUM67Cr
1Y Returns3.7%

Union Corporate Bond Fund Direct Growth

Fund Performance: In the last year, its returns were 8.19%. 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 8.19% 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
AUM385Cr
1Y Returns8.2%

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%

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