Union Mutual Fund

Union Mutual Fund offers a comprehensive range of investment solutions across equity, debt, hybrid, liquid, tax-saving, and passive fund categories. Its schemes are designed to help investors achieve a variety of financial goals, including long-term wealth creation, capital appreciation, tax-efficient investing, regular income generation, and portfolio diversification. The AMC caters to investors with different investment horizons and risk profiles through professionally managed mutual fund schemes.

The fund house follows a disciplined, research-driven investment approach supported by experienced fund managers, in-depth market analysis, and robust risk management practices. Backed by the credibility and financial strength of Union Bank of India, Union Mutual Fund combines professional portfolio management with convenient digital investment facilities, making mutual fund investing accessible for both first-time and experienced investors.

Key Features of Union Mutual Fund

• Sponsored by Union Bank of India.
• Manages assets exceeding ₹20,000 crore.
• Offers 35+ mutual fund schemes across multiple investment categories.
• Diversified portfolio across equity, debt, hybrid, and passive investment solutions.
• Investment options available through SIPs and lump sum investments.
• Research-driven investment philosophy.
• Strong focus on long-term wealth creation.
• Digital investment and portfolio tracking facilities.
• Registered and regulated by the Securities and Exchange Board of India (SEBI).
• Suitable for retail investors, HNIs, corporates, and institutional investors.

Types of Mutual Funds Offered by Union Mutual Fund

Union Mutual Fund offers investment solutions across multiple fund categories, including:

• Large Cap Funds
• Flexi Cap Funds
• Mid Cap Funds
• ELSS (Tax Saving Funds)
• Liquid Funds
• Overnight Funds
• Corporate Bond Funds
• Money Market Funds
• Short Duration Funds
• Aggressive Hybrid Funds
• Balanced Advantage Funds
• Multi Asset Allocation Funds
• Index Funds
• Exchange Traded Funds (ETFs)

These schemes help investors build diversified portfolios based on their financial goals, investment horizon, and risk tolerance.

How Can You Invest in Union Mutual Fund?

Investors can invest in Union Mutual Fund through multiple convenient channels, including:

• Official Union Mutual Fund website.
• Union Mutual Fund mobile application.
• Union Bank of India branches.
• SEBI-registered Mutual Fund Distributors (MFDs).
• Registered Investment Advisors (RIAs).
• Online mutual fund investment platforms.

Investment options include:

• Systematic Investment Plan (SIP)
• Lump Sum Investment

Most Union Mutual Fund schemes allow investors to start a SIP with as little as ₹500, subject to scheme-specific terms and conditions. Investors must complete Know Your Customer (KYC) verification before investing, as required under SEBI regulations.

Why Invest in Union Mutual Fund?

Union Mutual Fund combines the trust of a leading public-sector bank with a disciplined investment philosophy and diversified mutual fund solutions. The AMC focuses on helping investors create long-term wealth through research-driven portfolio management, prudent risk management, and professionally managed investment strategies.

Some key reasons investors choose Union Mutual Fund include:

• Sponsored by Union Bank of India.
• Diversified range of equity, debt, hybrid, and passive investment solutions.
• Research-driven investment process.
• Experienced fund managers and investment professionals.
• Long-term wealth creation approach.
• Affordable SIP investment options for beginners.
• Convenient digital investment and portfolio management facilities.

Who Manages Union Mutual Fund?

Madhu Nair, Managing Director & Chief Executive Officer, leads Union Mutual Fund. The AMC is supported by an experienced team of fund managers, research analysts, and investment professionals who manage diversified portfolios across equity, debt, hybrid, and passive investment categories using a disciplined, research-based investment framework.

Are There Any Exit Loads or Charges?

Yes. Exit loads, expense ratios, and other applicable charges vary depending on the selected mutual fund scheme. Investors should carefully review the Scheme Information Document (SID), Key Information Memorandum (KIM), and the latest Scheme Factsheet before investing to understand the applicable costs, fees, exit loads, minimum investment requirements, and other scheme-specific terms.

Is Union Mutual Fund Safe?

Union Mutual Fund is a SEBI-registered Asset Management Company (AMC) and operates under the regulatory framework governing mutual funds in India. Backed by Union Bank of India, the AMC follows strong corporate governance standards, regulatory compliance requirements, and disciplined risk management practices. However, like all mutual fund investments, returns are subject to market risks and cannot be guaranteed. Investors should evaluate each scheme based on their financial goals, investment horizon, and risk tolerance before investing.