Union Mutual Fund

₹ 23755.31 Cr

AUM

29

Total Schemes

About Union Mutual Fund

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Total schemes: 29

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"Union Small Cap Fund - Regular Plan - Growth Option"
"equity" "small cap" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

25.47%

Invest Now

"Union Midcap Fund - Regular Plan - Growth Option"
"equity" "mid cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

24.84%

Invest Now

"Union Value Fund - Regular Plan - Growth Option"
"equity" "value oriented" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

22.05%

Invest Now

"Union Elss Tax Saver Fund - Growth Option"
"equity" "elss" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

20.64%

Invest Now

"Union Large & Midcap Fund - Regular Plan - Growth Option"
"equity" "large & midcap" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

19.94%

Invest Now

"Union Flexi Cap Fund - Growth Option"
"equity" "flexi cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

19.90%

Invest Now

"Union Focused Fund - Regular Plan - Growth Option"
"equity" "flexi cap" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

18.15%

Invest Now

"Union Largecap Fund - Regular Plan - Growth Option"
"equity" "large cap" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

17.45%

Invest Now

"Union Balanced Advantage Fund - Regular Plan - Growth Option"
"hybrid" "dynamic asset allocation" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

11.23%

Invest Now

"Union Equity Savings Fund - Regular Plan - Growth Option"
"hybrid" "equity savings" MODERATE
Value Research Rating : 1

Min. investment

Rs. 500.0

5 Year Returns

8.42%

Invest Now

"Union Corporate Bond Fund - Regular Plan - Growth Option"
"debt" "corporate bond" MODERATE
Value Research Rating : 2

Min. investment

Rs. 500.0

5 Year Returns

5.75%

Invest Now

"Union Liquid Fund - Growth Option"
"debt" "liquid" LOW TO MODERATE
Value Research Rating : 4

Min. investment

Rs. 500.0

5 Year Returns

5.64%

Invest Now
  • 1
{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="small cap", vr_rating=2, returns_5_yr=25.4684815668007, name="Union Small Cap Fund - Regular Plan - Growth Option", amcfundscheme_id=4912, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-small-cap-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="mid cap", vr_rating=3, returns_5_yr=24.8421150860972, name="Union Midcap Fund - Regular Plan - Growth Option", amcfundscheme_id=4254, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-midcap-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="value oriented", vr_rating=2, returns_5_yr=22.0500888759134, name="Union Value Fund - Regular Plan - Growth Option", amcfundscheme_id=4992, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-value-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="elss", vr_rating=3, returns_5_yr=20.6371704422776, name="Union Elss Tax Saver Fund - Growth Option", amcfundscheme_id=3622, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-elss-tax-saver-fund-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="large & midcap", vr_rating=2, returns_5_yr=19.942307558311, name="Union Large & Midcap Fund - Regular Plan - Growth Option", amcfundscheme_id=3971, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-large-midcap-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="flexi cap", vr_rating=3, returns_5_yr=19.9014964480171, name="Union Flexi Cap Fund - Growth Option", amcfundscheme_id=3734, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-flexi-cap-fund-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="flexi cap", vr_rating=2, returns_5_yr=18.1526730721443, name="Union Focused Fund - Regular Plan - Growth Option", amcfundscheme_id=3842, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-focused-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="large cap", vr_rating=2, returns_5_yr=17.4485258041116, name="Union Largecap Fund - Regular Plan - Growth Option", amcfundscheme_id=4137, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-largecap-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="dynamic asset allocation", vr_rating=3, returns_5_yr=11.2340439569247, name="Union Balanced Advantage Fund - Regular Plan - Growth Option", amcfundscheme_id=5673, type="hybrid", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-balanced-advantage-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="equity savings", vr_rating=1, returns_5_yr=8.4246523252584, name="Union Equity Savings Fund - Regular Plan - Growth Option", amcfundscheme_id=5832, type="hybrid", minimum_investment_amount=500.0, AMCFund__risk_factor=MODERATE, redirectlink=/investments/union-equity-savings-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="corporate bond", vr_rating=2, returns_5_yr=5.7545529636436, name="Union Corporate Bond Fund - Regular Plan - Growth Option", amcfundscheme_id=405, type="debt", minimum_investment_amount=500.0, AMCFund__risk_factor=MODERATE, redirectlink=/investments/union-corporate-bond-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="liquid", vr_rating=4, returns_5_yr=5.6446098007959, name="Union Liquid Fund - Growth Option", amcfundscheme_id=1621, type="debt", minimum_investment_amount=500.0, AMCFund__risk_factor=LOW TO MODERATE, redirectlink=/investments/union-liquid-fund-growth-option}

Key information about Union Mutual Fund

How to invest in Union Mutual Fund schemes?

Documents required to invest in Union Mutual Fund

Contact Information

Frequently Asked Questions

Is it safe to invest in Union Mutual Fund schemes?

One of the reputable AMCs in India is the Union Mutual Fund. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.

How to calculate monthly SIP investment in Union Mutual Fund?

To calculate monthly SIP investment in Union Mutual Fund, one needs to consider certain things such as:

  • The investment amount
  • The tenure of SIP
  • The expected return from the desired fund
     

You can also use the Bajaj Finance SIP Calculator to calculate your approximate SIP returns.

How do I Start a Union Mutual Fund SIP online?

One can start investing in a Union Mutual Fund online through the Bajaj Finserv platform and app without any hassle. Alternatively, you can also invest through the respective fund houses’ website.

How to redeem Union Mutual Fund?

If you have invested in a Union Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.

How to increase SIP amount in Union Mutual Fund?

If you have invested in a Union Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.

How to stop a SIP in a Union Mutual Fund online?

If you have invested in any Union Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.

Are Union Mutual Fund Schemes Tax-Free?

You can get tax-benefits under section 80C by investing in ELSS mutual funds offered Union Mutual Fund.

How can I get the Union Mutual Fund statement?

If you have invested in any Union Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.

How much should I invest in a UNION Mutual Fund SIP?

Your investment amount should be in accordance with our investment goals and horizon.

Disclaimer:

Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319

BFL does NOT:

(i) provide investment advisory services in any manner or form:

(ii) carry customized/personalized suitability assessment:

(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.

In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.

Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.

Disclaimer on Risk-O-Meter:

Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.


Disclosure: Bajaj Finance Limited (BFL) is a distributor of Mutual Funds with ARN - 90319 and distributes mutual funds of Bajaj Finserv Asset Management Limited (BFSAMC). BFL receives commission towards distribution of mutual fund products. BFSAMC is a group company of BFL, carrying business on arm’s length basis without any conflict of interest and in accordance with the prevailing law / regulation.

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