How to start a Union mutual fund SIP online?

Here’s how you can start a SIP in Union Mutual Funds, Launch Tickertape Mutual Fund Screener. Select the Union Mutual Funds that aligns with your investment goals. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK” Your order will be placed.

How to calculate Union mutual fund returns?

Here’s how you can calculate returns on your Union mutual fund investement - Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100 With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Union mutual fund’s performance.

Does Union offer tax-free mutual fund schemes?

Union offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act. Disclaimer: You can check the latest information about Union ELSS funds on Tickertape Mutual Fund Screener.

How do I cancel/stop Union mutual fund SIP?

To cancel Union mutual fund SIP, please refer to the official website. Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

How to withdraw money from Union mutual funds?

Here’s how to withdraw/redeem from Union mutual fund on Tickertape Mutual Fund Screener - Step 1 - Select the Union mutual fund you want to redeem Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar. Step 4 - Find the Union mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”), Step 5 - Tap on the mutual fund name to open its details page. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption. Step 8 - Confirm your bank account details. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

What are the redemption charges of the Union mutual funds?

Union mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

Which are the top-performing Union mutual funds?

Here are the top Union mutual funds based on their 5Y CAGR: Union Midcap Fund Union Small Cap Fund Union Value Fund Union ELSS Tax Saver Fund Union Large & Midcap Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How to increase the SIP amount in Union mutual funds?

You can do it from your broker account or from Union mutual fund official website.

How to choose the best Union mutual funds before investing?

Here’s how to choose the best Union mutual fund for investing - Assess your risk tolerance. Analyse the fund’s performance on Tickertape Mutual Fund Screener. Compare the expense ratio. Evaluate portfolio diversification across sectors, market caps, and asset classes. Understand tax implications as equity and debt funds are taxed differently. Check for exit load and lock-in period. Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Top Union Mutual Funds - SIP Schemes, Performance, Returns 2025

Union Asset Management Company Pvt. Ltd. oversees Union Mutual Fund, which held ₹21,203.34 crore in assets as of 31st March 2025. This investment firm operates through a partnership between Union Bank of India and Japan's Dai-ichi Life Holdings. Below, we'll examine the various schemes Union Mutual Fund offers in India, including their performance.

Top Union Mutual Funds in 2025

Top Union Mutual Funds in India (2025)

Here's the list of top Union mutual funds across equity, debt, hybrid funds offered by Union Asset Management Company Pvt. Ltd.

Created by

@8260032 8260032

Showing 1 - 20 of 31 results

last updated at 11:00 PM IST

	NameMFs (31)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	Union Liquid Fund Union Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	7,051.99 7,051.99	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	2,608.79 2,608.79	1.48 1.48	6.69 6.69	7.10 7.10	0.07 0.07	0.01 0.01	0.11 0.11	3.06 3.06
2.	Union Flexi Cap Fund Union Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	2,414.49 2,414.49	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	58.15 58.15	3.03 3.03	2.11 2.11	15.38 15.38	0.92 0.92	1.00 1.00	12.77 12.77	-0.11 -0.11
3.	Union Small Cap Fund Union Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	1,790.18 1,790.18	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	53.81 53.81	-0.81 -0.81	-5.51 -5.51	18.11 18.11	0.95 0.95	1.00 1.00	19.38 19.38	-0.45 -0.45
4.	Union Midcap Fund Union Midcap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	1,620.01 1,620.01	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	52.44 52.44	2.02 2.02	3.15 3.15	20.14 20.14	0.72 0.72	1.00 1.00	16.43 16.43	-0.01 -0.01
5.	Union Balanced Advantage Fund Union Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	1,373.97 1,373.97	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	22.45 22.45	3.12 3.12	5.85 5.85	11.49 11.49	0.99 0.99	1.00 1.00	7.27 7.27	0.25 0.25
6.	Union Multicap Fund Union Multicap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	1,335.77 1,335.77	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	16.84 16.84	3.00 3.00	2.12 2.12	- -	0.93 0.93	1.00 1.00	14.40 14.40	-0.09 -0.09
7.	Union Innovation & Opp Fund Union Innovation & Opp Fund	Thematic Fund Thematic Fund	Growth Growth	1,130.77 1,130.77	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	14.69 14.69	-1.21 -1.21	-3.48 -3.48	- -	0.73 0.73	1.00 1.00	18.94 18.94	-0.34 -0.34
8.	Union Low Duration Fund Union Low Duration Fund	Low Duration Fund Low Duration Fund	Growth Growth	1,017.13 1,017.13	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	10.24 10.24	1.65 1.65	- -	- -	0.25 0.25	- -	0.34 0.34	6.97 6.97
9.	Union Large & Midcap Fund Union Large & Midcap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	945.26 945.26	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	28.06 28.06	2.04 2.04	2.00 2.00	16.04 16.04	0.95 0.95	1.00 1.00	14.21 14.21	-0.10 -0.10
10.	Union ELSS Tax Saver Fund Union ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	921.54 921.54	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	72.46 72.46	2.59 2.59	2.56 2.56	15.30 15.30	1.36 1.36	- -	13.26 13.26	-0.06 -0.06
11.	Union Multi Asset Allocation Fund Union Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	808.16 808.16	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	11.83 11.83	8.14 8.14	16.90 16.90	- -	0.97 0.97	1.00 1.00	8.81 8.81	1.37 1.37
12.	Union Overnight Fund Union Overnight Fund	Overnight Fund Overnight Fund	Growth Growth	807.67 807.67	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	1,395.33 1,395.33	1.34 1.34	5.90 5.90	6.43 6.43	0.07 0.07	- -	0.02 0.02	-7.70 -7.70
13.	Union Aggressive Hybrid Fund Union Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	679.61 679.61	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	19.57 19.57	3.27 3.27	5.05 5.05	13.60 13.60	1.32 1.32	1.00 1.00	9.84 9.84	0.14 0.14
14.	Union Corporate Bond Fund Union Corporate Bond Fund	Corporate Bond Fund Corporate Bond Fund	Growth Growth	571.15 571.15	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	16.09 16.09	1.81 1.81	8.17 8.17	7.79 7.79	0.41 0.41	- -	1.21 1.21	3.42 3.42
15.	Union Business Cycle Fund Union Business Cycle Fund	Thematic Fund Thematic Fund	Growth Growth	569.17 569.17	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	11.67 11.67	2.73 2.73	0.95 0.95	- -	1.37 1.37	1.00 1.00	13.29 13.29	-0.17 -0.17
16.	Union Short Duration Fund Union Short Duration Fund	Short Duration Fund Short Duration Fund	Growth Growth	479.44 479.44	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	10.72 10.72	1.92 1.92	- -	- -	0.33 0.33	- -	1.04 1.04	4.24 4.24
17.	Union Largecap Fund Union Largecap Fund	Large Cap Fund Large Cap Fund	Growth Growth	475.89 475.89	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	25.69 25.69	3.71 3.71	2.60 2.60	12.76 12.76	1.65 1.65	1.00 1.00	12.29 12.29	-0.07 -0.07
18.	Union Active Momentum Fund Union Active Momentum Fund	Thematic Fund Thematic Fund	Growth Growth	467.09 467.09	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	8.52 8.52	-0.47 -0.47	- -	- -	1.02 1.02	1.00 1.00	18.91 18.91	-1.02 -1.02
19.	Union Focused Fund Union Focused Fund	Focused Fund Focused Fund	Growth Growth	430.63 430.63	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	26.81 26.81	-1.47 -1.47	-1.97 -1.97	11.42 11.42	1.46 1.46	1.00 1.00	13.97 13.97	-0.38 -0.38
20.	Union Value Fund Union Value Fund	Value Fund Value Fund	Growth Growth	362.18 362.18	Union Asset Management Company Pvt. Ltd. Union Asset Management Company Pvt. Ltd.	30.88 30.88	4.32 4.32	3.59 3.59	18.28 18.28	1.32 1.32	1.00 1.00	13.42 13.42	0.02 0.02

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Union Asset Management Company Private Limited | AUM: Sorted from Highest to Lowest

What are Union Mutual Funds?

Union Mutual Funds is a well-known investment management firm in India that gives investors multiple ways to grow their money. They manage funds across different categories - stocks, bonds, mixed portfolios, and sector-specific options. The company came into being when Union Bank of India teamed up with Dai-ichi Life Insurance Company. Their main goal is helping investors build wealth over time by carefully selecting and managing investments that aim for reliable performance.

Key Information About Union Asset Management Company Private Limited

Here are the key details about Union Asset Management Company Private Limited-

Category	Details
Company Name	Union Asset Management Company Pvt. Ltd.
Founded	2009
Ownership	Joint venture between Union Bank of India and Dai-ichi Life Holdings, Japan
Assets Under Management (AUM)	₹21,203.34 cr (as of 31st March 2025)
Headquarters	Mumbai, Maharashtra, India
Products Offered	Equity Funds, Debt Funds, Hybrid Funds, Sectoral Funds
Key Management	Ramesh Iyer (Managing Director)
Regulatory Authority	SEBI (Securities and Exchange Board of India)
Mutual Fund Schemes	Union Mutual Fund offers over 15 schemes across different asset classes
Distribution Network	Available through direct and regular plans, with access via platforms, brokers, and financial advisors
Sustainability Initiatives	Focus on ESG (Environmental, Social, Governance) criteria in investment choices
Distribution Channels	Online platforms, Distributors, Agents, Banks, and Direct Plans

Types of Funds Offered by Union Mutual Fund

Union Equity Funds

Union runs several equity funds that invest in stocks across different sectors, targeting long-term growth. As of October 2025, they've got options spanning large-cap, mid-cap, small-cap, and flexi-cap funds, basically covering the full spectrum of market capitalisations.

Union Debt Funds

The debt side focuses on fixed-income stuff like bonds and government securities. These are for people wanting a regular income without too much drama. Union manages everything from liquid funds (for quick access to cash) to short-duration funds and dynamic bond funds.

Union Hybrid Funds

These mix stocks and bonds together, trying to get you growth without abandoning stability. Union offers a few varieties here, including aggressive hybrid funds for those wanting more equity exposure and balanced advantage funds that adjust based on market conditions.

Union Sectoral Funds

Want to bet on a specific industry? That's what sectoral funds do—banking, IT, pharma, you name it. Union has several of these if you're looking to concentrate your investment in particular sectors.

Overview Top Union Mutual Fund Schemes

Union Liquid Fund

Union Liquid Fund is all about short-term money market instruments. Think of it as a parking spot for your cash where it earns something while staying accessible. Low risk, minimal ups and downs, and you can pull your money out quickly when needed.

Union Flexi Cap Fund

The Union Flexi Cap Fund offers the fund manager flexibility to invest across companies of any size—big, medium, or small. They can shift between large and small-caps depending on where they see opportunities. It's basically giving them room to chase the best bets regardless of company size.

Union Small Cap Fund

Union Small Cap Fund goes after small-cap stocks with big growth potential. They're riskier and can be all over the place price-wise, but that's where you can sometimes find businesses on the verge of breaking out.

Union Midcap Fund

Mid-cap Stocks find themselves in an interesting spot—they're past the early startup chaos but still have room to grow substantially. The Union Midcap Fund targets firms in that expansion phase, looking for businesses that might grow faster than the established giants.

Union Balanced Advantage Fund

Union Balanced Advantage Fund tries to give you the best of both worlds. It uses equity for growth potential but keeps debt in the mix to cushion the downside. The balance shifts based on market conditions, making it decent for folks who want growth but want to avoid pure equity volatility.

How to Invest in Union Mutual Funds?

Here’s how you can identify and invest in top Union Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “Union Asset Management Company Pvt Ltd”.
Sort out the top Union mutual funds based on over 50 fundamental and technical filters.
After identifying the Union mutual funds, that align with your investment thesis, click on “Place Order” to invest the Union mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Union mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Union Mutual Fund Managers

Ramesh Iyer

Ramesh Iyer is the Managing Director at Union Asset Management Company Pvt. Ltd. He's built a solid reputation in asset management over the years, steering multiple funds toward growth while keeping an eye on creating value that lasts. His leadership has been instrumental in shaping Union Mutual Fund's trajectory.

Anjali Kumar

As Head of equity funds, Anjali Kumar brings more than 15 years of hands-on experience in equity research and managing portfolios. She's the person behind Union's equity strategies, always tracking market movements and working to deliver reliable returns across the fund's equity offerings.

Amit Agarwal

Amit Agarwal takes care of debt funds at the Union AMC. His background in fixed-income securities runs deep, and he's known for being methodical about handling interest rate changes, credit concerns, and keeping things liquid. This careful approach has helped debt investors see more predictable outcomes

Priya Sharma

Priya Sharma handles the hybrid funds, where she gets to work with both stocks and bonds. Her job is all about finding that sweet spot between risk and reward, crafting strategies that aim for growth without letting volatility get out of hand.

Rajeev Rathi

Rajeev Rathi runs Union's Passive Funds and knows index investing inside out. He makes sure these funds stay cost-effective and track the market properly, giving investors a straightforward way to gain broad market exposure without paying through the nose.

Risks Associated with Union Mutual Funds

Equity Fund Volatility

Funds like the Flexi-Cap and Small-Cap options move with the market—sometimes a lot. They're sensitive to economic cycles and what's happening in specific industries. When sentiment changes or a sector hits rough waters, you might see these funds swing pretty dramatically.

Interest Rate Fluctuations

Debt funds live and die by interest rates. When rates go up, bond prices typically fall, particularly for bonds with longer maturities. If rates jump suddenly, it can put a dent in returns, even though these funds are supposed to offer steadier income.

Credit Default Risk

Some of Union's debt schemes invest in corporate bonds or securities with lower credit ratings. There's always a chance an issuer might not make good on their payments. This becomes especially worrying during economic downturns or in funds that lean heavily on credit-sensitive investments.

Sector-Specific Risks

Sectoral funds—think banking, IT, or energy—put all their eggs in one industry basket. If that sector faces new regulations, gets disrupted by technology, or deals with volatile global prices, the fund's performance can take a hit.

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Factors to Consider Before Investing in Union Mutual Funds

Understanding Fund Composition

You need to know what's actually in a fund. Union's hybrid funds mix stocks and bonds, giving you growth potential with some stability. Sectoral or pure equity funds might grow faster, but they're also riskier bets.

Expense Ratio and Cost Efficiency

People don't always pay attention to expense ratios, but they matter—especially over time. Union's funds tend to be reasonably priced on this front. Still, check how fees might eat into your returns, particularly with actively managed equity funds where management costs run higher.

Fund Manager's Approach and Strategy

The person running your fund makes a huge difference. Union's managers have earned respect for their disciplined methods, but you should understand how they think. Are they chasing aggressive growth, or do they prefer a steadier, value-focused route?

Tax Implications and Tax-Efficiency

Taxes can change your actual returns significantly. Union has tax-saving options like ELSS funds that let you claim deductions under Section 80C. Just remember these come with a three-year lock-in, and you'll still face long-term capital gains tax on the returns.

Documents Required to Invest in Union Mutual Fund

Here are a few documents you may require to invest in Union Mutual Funds

Know Your Customer (KYC) Compliance
Common Application Form
Proof of Identity (PoI)
Proof of Address (PoA)
Proof of Bank Account
Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For latest details visit the official AMC website.

Conclusion

Union Mutual Funds offer a variety of fund options tailored to different investor needs, from high-growth equity funds to stable debt investments. With a wide range of strategies and asset classes, investors can select funds that match their financial goals and risk profiles. By understanding the characteristics of the funds and their associated risks, investors can make informed decisions to enhance their portfolios. Investors can also utilise tools like the Tickertape Mutual Fund Screener to conduct technical or fundamental analysis of mutual funds by using the 50+ available filters!

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Frequently Asked Questions on Union Mutual Funds

How to start a Union mutual fund SIP online?
Here’s how you can start a SIP in Union Mutual Funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the Union Mutual Funds that aligns with your investment goals.
3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.
How to calculate Union mutual fund returns?
Here’s how you can calculate returns on your Union mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Union mutual fund’s performance.
Does Union offer tax-free mutual fund schemes?
Union offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

Disclaimer: You can check the latest information about Union ELSS funds on Tickertape Mutual Fund Screener.
How do I cancel/stop Union mutual fund SIP?
To cancel Union mutual fund SIP, please refer to the official website.

Disclaimer: Please do your own research or consult your financial advisor before making financial decision.
How to withdraw money from Union mutual funds?
Here’s how to withdraw/redeem from Union mutual fund on Tickertape Mutual Fund Screener -
1. Step 1 - Select the Union mutual fund you want to redeem
2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
4. Step 4 - Find the Union mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
5. Step 5 - Tap on the mutual fund name to open its details page.
6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
8. Step 8 - Confirm your bank account details.
9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of the Union mutual funds?
Union mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.
Which are the top-performing Union mutual funds?
Here are the top Union mutual funds based on their 5Y CAGR:
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How to increase the SIP amount in Union mutual funds?
You can do it from your broker account or from Union mutual fund official website.
How to choose the best Union mutual funds before investing?
Here’s how to choose the best Union mutual fund for investing -
1. Assess your risk tolerance.
2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
3. Compare the expense ratio.
4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
5. Understand tax implications as equity and debt funds are taxed differently.
6. Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.