Union Mutual Fund
With a heritage deeply rooted in Union Bank, a visionary mission, and a commitment to innovation, Union Mutual Funds stands as a reliable partner on the journey to financial prosperity.
History of Union Mutual Fund
Established in 2009Union Mutual Funds has been a stalwart in the financial industry. Union Mutual Fund is collaboration from Union Bank of India and Dai-ichi Life Holdings, The Total Asset under Management (AUM) of Union AMC is ₹16.2K
Vision
Union Mutual Funds envisions a future where every investor achieves financial success through intelligent and sustainable investments.
Mission
Our mission is to empower investors by delivering consistent value, fostering financial literacy, and building lasting relationships.
Top 5 Performing Union Mutual Funds by Category
Equity:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Union Smaller Companies Fund | 56.10% | 40.07% | ₹1286.00 |
| Union Flexi Cap Fund | 48.50% | 42.32% | ₹4025.00 |
| Union Mid Cap Fund | 46.90% | 44.21% | ₹2349.00 |
| Union Balanced Advantage Fund | 35.30% | 34.41% | ₹3240.00 |
| Union Large Cap Fund | 37.10% | 33.10% | ₹5205.04 |
Debt:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Union Floating Rate Income Fund | 7.20% | 7.30% | ₹3201.00 |
| Union Short Duration Fund | 6.50% | 6.53% | ₹847.52 |
| Union Income Advantage Fund | 6.10% | 6.38% | ₹8602.00 |
| Union Liquid Fund | 6.00% | 6.24% | ₹7102.41 |
| Union Corporate Bond Fund | 6.20% | 6.84% | ₹2105.04 |
Hybrid:
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| Union Balanced Advantage Fund | 35.30% | 34.41% | ₹3240.00 |
| Union Multi Asset Fund - Balanced 65 | 32.30% | 31.41% | ₹1553.75 |
Advantages of Investing with Union Mutual Funds
- Stability and Trust: Union Mutual Funds brings a legacy of stability and trust, providing investors with a secure foundation for their financial journeys.
- Diverse Investment Solutions: Investors benefit from a comprehensive suite of funds catering to various risk profiles and financial objectives, ensuring a well-rounded and customized investment portfolio.
- Innovation for Growth: Union Mutual Funds is committed to innovation, offering dynamic and growth-oriented investment strategies that adapt to evolving market conditions.
- Commitment to Investor Education: Committed to fostering financial literacy, Union Mutual Funds actively contributes to investor education, ensuring that investors are well-informed and empowered throughout their financial journey.
How to Invest in the UNION Mutual Fund Online?
To invest in UNION Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best UNION Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.