Union Mutual Fund

Total Funds 32
Average annual returns 4.57%

About Union Mutual Fund

Launched in

30-Dec-2009
AMC Age

16 Years
Website
https://www.unionmf.com
Email Address
partner.assist@unionmf.com

List of Union Mutual Fund in India for High Returns

Returns

SIP Returns

Risk

Information

NAV Details

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name	AUM (Cr.)	Fund Age	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y
Union Small Cap Fund Regular Plan Growth	2731.92	9 years	3.6%	-0.99%	-1.49%	7.17%	18.62%	17.18%	7.59%	13.75%	14.65%	16.4%	Invest
Union Gold Etf Fund Of Fund Regular Plan Growth	173.64	1 years	3.69%	-4.53%	-5.44%	-5.57%	5.51%	16.32%	-	-	-	-
Union Active Momentum Fund Regular Plan Growth	542.54	1 years	2.82%	-1.31%	-0.1%	11.7%	13.64%	14.17%	-	-	-	-	Invest
Union Innovation & Opportunities Fund Regular Plan Growth	1306.52	3 years	4.98%	5.25%	1.95%	15.01%	13.88%	11.85%	7.31%	18.08%	-	-	Invest
Union Diversified Equity All Cap Active Fof Regular Plan Growth	194.74	1 years	4.79%	4.02%	-0.04%	6.8%	8.88%	9.23%	-	-	-	-	Invest
Union Multi Cap Fund Regular Plan Growth	1515.85	3 years	4.92%	4.99%	0.57%	7.93%	8.46%	9.13%	6.21%	14.08%	-	-	Invest
Union Focused Fund Regular Plan Growth Option	432.72	7 years	5.13%	6.2%	0.61%	6.72%	11.6%	8.96%	6.16%	11.82%	8.49%	-	Invest
Union Multi Asset Allocation Fund Regular Plan Growth	1020.13	2 years	4.53%	3.47%	-0.57%	1.33%	2.69%	7.66%	11.07%	-	-	-	Invest
Union Liquid Fund Growth	7577.89	9 years	0.16%	0.48%	1.52%	3.26%	5.52%	6.43%	6.55%	6.82%	6.36%	5.62%	Invest
Union Large And Mid Cap Fund Regular Plan Growth	968.79	6 years	5.59%	5.83%	0.62%	6.48%	5.26%	6.28%	5.49%	12.4%	9.51%	-	Invest
Union Money Market Fund Regular Plan Growth	1020.13	5 years	0.2%	0.34%	1.38%	3.15%	5.22%	6.06%	6.32%	6.42%	5.81%	-	Invest
Union Arbitrage Fund Regular Plan Growth	220.56	7 years	0.07%	0.61%	1.54%	3.31%	5.15%	6.06%	6.02%	6.55%	5.99%	-	Invest
Union Mid Cap Fund Regular Plan Growth	1905.76	6 years	4.04%	3.31%	-2.26%	3.19%	5.39%	6.04%	5.99%	14.82%	12.29%	-	Invest
Union Overnight Fund Regular Plan Growth Option	411.35	7 years	0.1%	0.46%	1.28%	2.62%	4.38%	5.16%	5.53%	5.9%	5.67%	-	Invest
Union Business Cycle Fund Regular Plan Growth	485.08	2 years	5.77%	6.24%	0.25%	3.93%	4.38%	4.93%	3.53%	-	-	-	Invest
Union Ultra Short to Short Term Fund Regular Plan Growth	360.64	1 years	0.21%	0.23%	0.87%	2.56%	4%	4.72%	-	-	-	-	Invest
Union Flexi Cap Fund Growth	2319.74	9 years	5.86%	6.64%	1.51%	6.34%	3.16%	4.24%	4.24%	11.1%	8.81%	12.96%	Invest
Union Retirement Fund Regular Growth	206.52	4 years	5.09%	5.29%	-1.2%	2.29%	2.17%	4.23%	4.18%	11.96%	-	-	Invest
Union Income Plus Arbitrage Active Fof Regular Plan Growth	55.11	1 years	0.47%	0.6%	0.6%	2.53%	3.4%	4.04%	-	-	-	-	Invest
Union Short Term Fund Regular Plan Growth	110.78	1 years	0.54%	0.36%	0.52%	2.6%	3.63%	3.97%	-	-	-	-	Invest

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	Nov-2026	Oct-2026	Sep-2026	Aug-2026	Jul-2026	Jun-2026	May-2026	Apr-2026	Mar-2026	Feb-2026	Jan-2026	Dec-2025

Fund Name	2026-Q4	2026-Q3	2026-Q2	2026-Q1	2025-Q4	2025-Q3	2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1

Fund Name	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014

Fund Name	AUM (Cr.)	Risk	1W	1M	3M	6M	YTD	1Y	2Y	3Y	5Y	10Y

Fund Name	AUM (Cr.)	Initial NAV	Final NAV	NAV Change	Absolute Ret.	Annalized Ret.

Fund Name	AUM (Cr.)	Risk	6M	1Y	2Y	3Y	5Y	10Y	From Launch
Union Small Cap Fund Regular Plan Growth	2731.92	Moderate	-0.36%	18.92%	15.66%	12.57%	15.81%	18.54%	16.87%	Invest
Union Gold Etf Fund Of Fund Regular Plan Growth	173.64		-5.42%	-8.42%	-	-	-	-	15.91%
Union Active Momentum Fund Regular Plan Growth	542.54		-0.58%	16.12%	-	-	-	-	10.66%	Invest
Union Innovation & Opportunities Fund Regular Plan Growth	1306.52	Average	4.4%	24.71%	14.67%	13.25%	-	-	13.75%	Invest
Union Diversified Equity All Cap Active Fof Regular Plan Growth	194.74		2.15%	13.78%	-	-	-	-	12.22%	Invest
Union Multi Cap Fund Regular Plan Growth	1515.85	Moderate	2.93%	14.79%	11.08%	9.56%	-	-	12.6%	Invest
Union Focused Fund Regular Plan Growth Option	432.72	Very Low	2.96%	14.54%	9.93%	8.15%	10.48%	-	12.8%	Invest
Union Multi Asset Allocation Fund Regular Plan Growth	1020.13		0.77%	2.95%	9.29%	-	-	-	9.45%	Invest
Union Liquid Fund Growth	7577.89		1.51%	6.35%	6.35%	6.54%	6.67%	5.87%	6.12%	Invest
Union Large And Mid Cap Fund Regular Plan Growth	968.79	Low	3.12%	11.63%	8.25%	7.36%	11.23%	-	13.77%	Invest
Union Money Market Fund Regular Plan Growth	1020.13	Very Low	1.37%	5.98%	6.02%	6.22%	6.23%	-	6.18%	Invest
Union Arbitrage Fund Regular Plan Growth	220.56		1.55%	6.1%	5.99%	6.17%	6.38%	-	5.88%	Invest
Union Mid Cap Fund Regular Plan Growth	1905.76	Low	0.1%	8.02%	8.33%	8.4%	13.64%	-	17.09%	Invest
Union Overnight Fund Regular Plan Growth Option	411.35		1.28%	5.11%	5.24%	5.51%	5.8%	-	5.41%	Invest
Union Business Cycle Fund Regular Plan Growth	485.08		2%	8.87%	6.78%	-	-	-	5.07%	Invest
Union Ultra Short to Short Term Fund Regular Plan Growth	360.64	Average	0.94%	4.58%	-	-	-	-	4.66%	Invest
Union Flexi Cap Fund Growth	2319.74	Low	3.75%	10.66%	6.59%	5.82%	10.11%	13.24%	12.56%	Invest
Union Retirement Fund Regular Growth	206.52		1.11%	5.64%	5.96%	6%	-	-	10%	Invest
Union Income Plus Arbitrage Active Fof Regular Plan Growth	55.11		0.87%	4.38%	-	-	-	-	4.14%	Invest
Union Short Term Fund Regular Plan Growth	110.78	Average	0.7%	4.08%	-	-	-	-	4.57%	Invest

Fund Name	Risk	Standard Deviation	Alpha	Beta	Sharpe Ratio
Union Small Cap Fund Regular Plan Growth	Moderate	19.54%	2.50%	0.84%	0.53%	Invest
Union Gold Etf Fund Of Fund Regular Plan Growth		-	-	-	-
Union Active Momentum Fund Regular Plan Growth		-	-	-	-	Invest
Union Innovation & Opportunities Fund Regular Plan Growth	Average	17.96%	-	-	0.60%	Invest
Union Diversified Equity All Cap Active Fof Regular Plan Growth		-	-	-	-	Invest
Union Multi Cap Fund Regular Plan Growth	Moderate	15.96%	1.90%	0.92%	0.45%	Invest
Union Focused Fund Regular Plan Growth Option	Very Low	14.80%	0.52%	0.87%	0.26%	Invest
Union Multi Asset Allocation Fund Regular Plan Growth		-	-	-	-	Invest
Union Liquid Fund Growth		0.20%	-	1.54%	2.82%	Invest
Union Large And Mid Cap Fund Regular Plan Growth	Low	15.65%	0.28%	0.91%	0.34%	Invest
Union Money Market Fund Regular Plan Growth	Very Low	0.46%	-	1.31%	0.24%	Invest
Union Arbitrage Fund Regular Plan Growth		0.54%	-	-	0.45%	Invest
Union Mid Cap Fund Regular Plan Growth	Low	17.74%	0.94%	0.92%	0.49%	Invest
Union Overnight Fund Regular Plan Growth Option		0.20%	-	0.67%	-	Invest
Union Business Cycle Fund Regular Plan Growth		-	-	-	-	Invest
Union Ultra Short to Short Term Fund Regular Plan Growth	Average	-	-	-	-	Invest
Union Flexi Cap Fund Growth	Low	15.22%	0.08%	0.94%	0.25%	Invest
Union Retirement Fund Regular Growth		14.56%	1.52%	0.91%	0.35%	Invest
Union Income Plus Arbitrage Active Fof Regular Plan Growth		-	-	-	-	Invest
Union Short Term Fund Regular Plan Growth	Average	-	-	-	-	Invest

Fund Name	Min SIP	Min Lumpsum	Expense Ratio	Fund Manager	Launch Date
Union Small Cap Fund Regular Plan Growth	₹1000	₹1000	2.19%	Gaurav Chopra	26-May 2017	Invest
Union Gold Etf Fund Of Fund Regular Plan Growth	₹1000	₹1000	0.57%	Vinod Malviya	04-Mar 2025
Union Active Momentum Fund Regular Plan Growth	₹1000	₹1000	3.87%	Gaurav Chopra	23-Dec 2024	Invest
Union Innovation & Opportunities Fund Regular Plan Growth	₹1000	₹1000	2.34%	Sanjay Bembalkar	13-Sep 2023	Invest
Union Diversified Equity All Cap Active Fof Regular Plan Growth	₹1000	₹1000	1.46%	Gaurav Chopra	24-Sep 2025	Invest
Union Multi Cap Fund Regular Plan Growth	₹1000	₹1000	2.58%	Sanjay Bembalkar	26-Dec 2022	Invest
Union Focused Fund Regular Plan Growth Option	₹1000	₹1000	2.56%	Vinod Malviya	13-Aug 2019	Invest
Union Multi Asset Allocation Fund Regular Plan Growth	₹1000	₹1000	2.39%	Sanjay Bembalkar	13-Sep 2024	Invest
Union Liquid Fund Growth	₹5000	₹5000	0.17%	Devesh Thacker	26-May 2017	Invest
Union Large And Mid Cap Fund Regular Plan Growth	₹1000	₹1000	2.55%	Vinod Malviya	13-Dec 2019	Invest
Union Money Market Fund Regular Plan Growth	₹5000	₹5000	0.82%	Parijat Agrawal	27-Aug 2021	Invest
Union Arbitrage Fund Regular Plan Growth	₹1000	₹1000	2.14%	Vishal Thakker	27-Feb 2019	Invest
Union Mid Cap Fund Regular Plan Growth	₹1000	₹1000	2.4%	Gaurav Chopra	30-Mar 2020	Invest
Union Overnight Fund Regular Plan Growth Option	₹5000	₹5000	0.24%	Tarun Singh	28-Mar 2019	Invest
Union Business Cycle Fund Regular Plan Growth	₹1000	₹1000	3.11%	Harshad Patwardhan	12-Mar 2024	Invest
Union Ultra Short to Short Term Fund Regular Plan Growth	₹1000	₹1000	0.98%	Devesh Thacker	18-Jul 2025	Invest
Union Flexi Cap Fund Growth	₹1000	₹1000	2.59%	Sanjay Bembalkar	26-May 2017	Invest
Union Retirement Fund Regular Growth	₹1000	₹1000	2.69%	Pratik Dharmshi	29-Sep 2022	Invest
Union Income Plus Arbitrage Active Fof Regular Plan Growth	₹1000	₹1000	0.58%	Vishal Thakker	16-Jun 2025	Invest
Union Short Term Fund Regular Plan Growth	₹1000	₹1000	0.8%	Anindya Sarkar	11-Feb 2025	Invest

Fund Name	Current NAV	Previous NAV	1D NAV Change	52- Week High NAV	52- Week Low NAV
Union Small Cap Fund Regular Plan Growth	58.11 (09-11-2026)	57.38 (06-11-2026)	1.27%	61.48	44.35	Invest
Union Gold Etf Fund Of Fund Regular Plan Growth	16.0798 (09-11-2026)	15.9600 (06-11-2026)	0.75%	20.274	13.889
Union Active Momentum Fund Regular Plan Growth	9.83 (09-11-2026)	9.65 (06-11-2026)	1.87%	10.21	7.58	Invest
Union Innovation & Opportunities Fund Regular Plan Growth	16.24 (09-11-2026)	16.05 (06-11-2026)	1.18%	16.36	12.13	Invest
Union Diversified Equity All Cap Active Fof Regular Plan Growth	10.8505 (09-11-2026)	10.7685 (06-11-2026)	0.76%	11.0744	8.844	Invest
Union Multi Cap Fund Regular Plan Growth	17.69 (09-11-2026)	17.56 (06-11-2026)	0.74%	17.93	14.35	Invest
Union Focused Fund Regular Plan Growth Option	28.10 (09-11-2026)	27.88 (06-11-2026)	0.79%	28.34	23.12	Invest
Union Multi Asset Allocation Fund Regular Plan Growth	12.23 (09-11-2026)	12.14 (06-11-2026)	0.74%	12.67	11.08	Invest
Union Liquid Fund Growth	2729.3547 (09-11-2026)	2728.6345 (08-11-2026)	0.03%	2729.35	2565.36	Invest
Union Large And Mid Cap Fund Regular Plan Growth	27.60 (09-11-2026)	27.34 (06-11-2026)	0.95%	27.73	23	Invest
Union Money Market Fund Regular Plan Growth	1333.1204 (09-11-2026)	1332.1635 (06-11-2026)	0.07%	1333.12	1257.66	Invest
Union Arbitrage Fund Regular Plan Growth	15.1623 (09-11-2026)	15.1624 (06-11-2026)	0%	15.1624	14.294	Invest
Union Mid Cap Fund Regular Plan Growth	51.45 (09-11-2026)	51.18 (06-11-2026)	0.53%	53.89	43.42	Invest
Union Overnight Fund Regular Plan Growth Option	1451.9672 (09-11-2026)	1451.7506 (08-11-2026)	0.01%	1451.97	1381.04	Invest
Union Business Cycle Fund Regular Plan Growth	11.91 (09-11-2026)	11.82 (06-11-2026)	0.76%	11.97	10.03	Invest
Union Ultra Short to Short Term Fund Regular Plan Growth	10.6508 (09-11-2026)	10.6450 (06-11-2026)	0.05%	10.6508	10.179	Invest
Union Flexi Cap Fund Growth	53.81 (09-11-2026)	53.30 (06-11-2026)	0.96%	53.81	45.13	Invest
Union Retirement Fund Regular Growth	16.51 (09-11-2026)	16.41 (06-11-2026)	0.61%	16.88	14.34	Invest
Union Income Plus Arbitrage Active Fof Regular Plan Growth	10.5188 (09-11-2026)	10.5130 (06-11-2026)	0.06%	10.5188	10.106	Invest
Union Short Term Fund Regular Plan Growth	11.0539 (09-11-2026)	11.0436 (06-11-2026)	0.09%	11.0539	10.634	Invest

Comparison of Top Union Mutual Fund

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option 3Y Returns 14.32% VS

SBI US Specific Equity Active FoF - Regular Plan - Growth 3Y Returns 23.98%

SBI Medium Term Fund - Regular Plan - Growth 3Y Returns 7.06% VS

HDFC Medium Term Fund - Growth Option 3Y Returns 7.1%

Axis Global Innovation Fund of Fund - Regular Plan - Growth 3Y Returns 20.13% VS

Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option 3Y Returns 19.39%

UTI Aggressive Hybrid Fund- Regular Plan - Growth 3Y Returns 10.83% VS

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option 3Y Returns 8.23%

Frequently Asked Questions

Can I invest for a very short-term duration in Union Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. UNION Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different UNION mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in UNION Funds online tax-free?

No, all SIPs in UNION MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.

Is there anything like minimum lock-in period for mutual fund investment units?

Apart from the ELSS scheme, i.e., UNION Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of Union Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.