Union Mutual Fund offers one of India's most trusted and diversified investment platforms, with 135 active schemes spanning Hybrid, Equity, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The...
Union Mutual Fund offers one of India's most trusted and diversified investment platforms, with 135 active schemes spanning Hybrid, Equity, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Union Liquid Fund Direct-Growth leads the fund house with the highest AUM at ₹6,649.97 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, Union Small Cap Fund Direct-Growth stands out with 5-year returns of 17.35% and a long-term track record of 17.29% over 10 years - well-suited for wealth preservation goals. The Union Small Cap Fund Direct-Growth, with AUM of ₹6,649.97 Cr and 10-year returns of 17.29%, is specifically designed for post-retirement income needs. With an average expense ratio of 1.46% across all schemes, Union Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
Union Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Hybrid, Equity, Debt
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Union Mutual Fund
features a diverse lineup of
135
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
Union Liquid Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹6,649.97 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
Union Mutual Fund
based on historical returns include:
Union Innovation & OpportunITIes Fund Direct-Growth
: Delivered
14.09%
returns over a 3-month period.
Union Small Cap Fund Direct-Growth
: Achieved
20.58%
returns over a 6-month horizon.
Union Gold ETF-Growth
: Recorded
43.18%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
Union Mutual Fund
portfolio are:
Union Small Cap Fund Direct-Growth
: Generated
10.55%
returns over a 2-year period.
Union Small Cap Fund Direct-Growth
: Posted
19.47%
returns over a 3-year horizon.
Union Small Cap Fund Direct-Growth
: Registered
17.35%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
Union Mutual Fund
include:
Union Small Cap Fund Direct-Growth
: Delivered
26.28%
returns over 7 years.
Union Small Cap Fund Direct-Growth
: Achieved
17.29%
returns over a 10-year horizon.
Union Flexi Cap Fund-Growth
: Recorded
11.93%
returns over 15 years.
Across the active lineup of
Union Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
Union Active Momentum Fund Regular-Growth
features an expense ratio of
3.88%.
Lowest Expense Ratio:
Union Liquid Fund Direct-Growth
offers a lower expense ratio of
0.07%.
