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Union Mutual Fund

Union Mutual Fund
Union Gold ETF
Others | Solution Oriented Index

1Y

11.35%

3Y

5.52%

5Y

2.17%

SI

38.68%

Nav

95.63

Risk

High Risk
Union Mutual Fund
Union Gold ETF Fund Of Fund - Regular Growth
Others | Solution Oriented Fund Of Funds

1Y

11.01%

3Y

5.36%

5Y

2.11%

SI

37.78%

Nav

11.32

Risk

High Risk

1Y

9.52%

3Y

11.29%

5Y

5.79%

SI

6.22%

Nav

15.40

Risk

Moderate

1Y

7.74%

3Y

10.78%

5Y

4.86%

SI

6.52%

Nav

23.36

Risk

Moderate Risk

1Y

7.70%

3Y

8.29%

5Y

4.43%

SI

5.08%

Nav

12.42

Risk

-

1Y

7.61%

3Y

8.25%

5Y

3.22%

SI

7.31%

Nav

11.74

Risk

-
Union Mutual Fund
Union Innovation and Opportunities Fund - Regular Plan - Growth
Others | Solution Oriented Fund Of Funds

1Y

7.44%

3Y

17.77%

5Y

6.76%

SI

19.86%

Nav

13.87

Risk

-

1Y

7.30%

3Y

11.80%

5Y

4.56%

SI

15.81%

Nav

12.55

Risk

-

1Y

7.15%

3Y

10.62%

5Y

5.52%

SI

6.74%

Nav

2,516.26

Risk

-

1Y

7.10%

3Y

9.75%

5Y

4.28%

SI

5.62%

Nav

1,236.25

Risk

-
About this fund

Union Mutual Fund is an Indian mutual fund company sponsored by Union Bank of India. It offers a range of investment schemes to help people grow their money over time. Registered with SEBI, it offers investment options in equity (stocks), debt (fixed income), and hybrid (a mix of both) categories. Union Mutual Fund has plans for both short-term and long-term savings. These plans cater to various financial goals and risk levels.

Union Mutual Fund offers a range of schemes for new investors, working professionals, and seasoned market participants. Their equity funds aim for long-term growth. Their debt funds provide stable, low-risk returns. Hybrid funds strike a balance between risk and return by combining both. You can start investing with as little as ₹500. You can choose a lump sum or a Systematic Investment Plan (SIP). This makes it both affordable and flexible.

Being backed by a large public sector bank gives Union Mutual Fund added credibility and trust. The fund house focuses on research-driven investment strategies and investor education. Their straightforward processes and user-friendly online investment options make them a trusted choice for anyone seeking to grow their wealth safely and with a clear plan.

Key information
Mutual Fund Name
Union Mutual Fund
AMC
Union Asset Management Company Private Limited
Headquarters
Mumbai, India
Industry
Asset Management, Wealth Management
Trustee Organisation
Union Trustee Company Private Limited
Assets Under Management (AUM)
₹19,972 Crs (as of March 31, 2025)
No. of schemes
27
AMC Age
15 Years
AMC Incorporation Date
December 30, 2009
AMC Setup Date
March 23, 2011
MD and CEO
Mr. Madhukumar Nair
Frequently asked questions
Is Union Mutual Fund safe?
What kinds of funds does it offer?
How much do I need to start investing?
Can beginners invest in the Union Mutual Fund?
What is a SIP, and can I do it here?
Does Union Mutual Fund offer tax-saving options?
How can I track my investment?
Can I withdraw my money anytime?
Where can I invest in the Union Mutual Fund?
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