Union Mutual Fund schemes
32 live funds run by Union Mutual Fund. Returns are for the plan each fund's page leads with, Direct where the fund has one; 3 and 5 year returns are a year, compounded.
Equity funds
13 funds
- Union Small Cap FundSmall Cap1Y+11.57%3Y+13.63%5Y+15.72%Size₹2,544 CrCost1.08%
- Union Flexi Cap FundFlexi Cap1Y−4.79%3Y+9.38%5Y+8.62%Size₹2,404 CrCost1.50%
- Union Midcap FundMid Cap1Y−0.39%3Y+14.19%5Y+13.33%Size₹1,933 CrCost1.08%
- Union Multicap FundMulti Cap1Y+2.11%3Y+13.07%5Y–Size₹1,503 CrCost1.37%
- Union Innovation & Opportunities FundSectoral / Thematic1Y+2.02%3Y+16.10%5Y–Size₹1,296 CrCost0.98%
- Union Large & Midcap FundLarge & Mid Cap1Y−2.80%3Y+11.01%5Y+9.72%Size₹991 CrCost1.30%
- Union ELSS Tax Saver FundELSS1Y−7.49%3Y+8.58%5Y+8.40%Size₹859 CrCost1.70%
- Union Active Momentum FundSectoral / Thematic1Y+8.35%3Y–5Y–Size₹518 CrCost2.34%
- Union Business Cycle FundSectoral / Thematic1Y−4.12%3Y–5Y–Size₹511 CrCost1.81%
- Union Focused FundFocused1Y0.00%3Y+9.81%5Y+8.19%Size₹449 CrCost1.55%
- Union Largecap FundLarge Cap1Y−10.13%3Y+6.26%5Y+5.32%Size₹434 CrCost1.68%
- Union Value FundValue1Y−5.64%3Y+10.35%5Y+10.34%Size₹394 CrCost1.51%
- Union Consumption FundSectoral / Thematic1Y–3Y–5Y–Size₹331 CrCost1.37%
Hybrid funds
5 funds
- Union Balanced Advantage FundDynamic Asset Allocation or Balanced Advantage1Y−4.44%3Y+7.08%5Y+6.59%Size₹1,222 CrCost1.46%
- Union Multi Asset Allocation FundMulti Asset Allocation1Y+0.93%3Y–5Y–Size₹1,004 CrCost1.30%
- Union Aggressive Hybrid FundAggressive Hybrid1Y−3.06%3Y+9.17%5Y+7.82%Size₹756 CrCost1.59%
- Union Arbitrage FundArbitrage1Y+6.59%3Y+7.15%5Y+6.58%Size₹233 CrCost1.61%
- Union Equity Savings FundEquity Savings1Y+0.22%3Y+6.24%5Y+5.53%Size₹119 CrCost2.11%
Debt funds
8 funds
- Union Liquid FundLiquid1Y+6.45%3Y+6.92%5Y+6.42%Size₹7,522 CrCost0.07%
- Union Money Market FundMoney Market1Y+6.52%3Y+7.12%5Y+6.49%Size₹1,267 CrCost0.17%
- Union Overnight FundOvernight1Y+5.26%3Y+6.02%5Y+5.75%Size₹760 CrCost0.14%
- Union Ultra Short to Short Term FundLow Duration1Y+5.32%3Y–5Y–Size₹351 CrCost0.26%
- Union Corporate Bond FundCorporate Bond1Y+2.71%3Y+6.64%5Y+5.65%Size₹300 CrCost0.41%
- Union Short Term FundShort Duration1Y+3.78%3Y–5Y–Size₹107 CrCost0.35%
- Union Gilt FundGilt1Y−1.75%3Y+4.57%5Y–Size₹83 CrCost0.65%
- Union Dynamic Term FundDynamic Bond1Y−1.26%3Y+4.74%5Y+3.94%Size₹64 CrCost1.31%
Solution Oriented funds
2 funds
Index funds, ETFs and FoFs funds
4 funds
- Union Gold ETFGold ETF1Y+11.63%3Y–5Y–Size₹289 CrCost0.49%
- Union Diversified Equity All Cap Active FOFFund of Funds1Y+2.03%3Y–5Y–Size₹199 CrCost0.57%
- Union Gold ETF Fund of FundFund of Funds1Y+12.02%3Y–5Y–Size₹166 CrCost0.32%
- Union Income Plus Arbitrage Active FOFFund of Funds1Y+3.55%3Y–5Y–Size₹60 CrCost0.23%