Union Mutual Funds

13,781 Crs

21

equity Funds of Union Mutual Funds

Union Mutual Funds presents a range of 9 equity funds for investors to choose from.

  • Union Flexi Cap Fund

    Union Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Aug 2023, fund size of Union Flexi Cap Fund is 1,917.58 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • Union Flexi Cap Fund has given 11.69% annualized return for the last 3 years.

    • Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Flexi Cap Fund
  • Union Focused Fund

    Union Focused Fund is an Equity oriented mutual fund in the Focused Funds category.

    • As of 31 Aug 2023, fund size of Union Focused Fund is 382.2 Cr.

    • The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • Union Focused Fund has given 9.20% annualized return for the last 3 years. The funds SIP returns during the same period is 9.04%

    • Union Focused Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Focused Fund
  • Union ELSS Tax Saver Fund

    Union ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 31 Aug 2023, fund size of Union ELSS Tax Saver Fund is 806.89 Cr.

    • The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Union ELSS Tax Saver Fund has given 12.44% annualized return for the last 3 years. The funds SIP returns during the same period is 11.53%

    • Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union ELSS Tax Saver Fund
  • Union Small Cap Fund

    Union Small Cap Fund is an Equity oriented mutual fund in the Small cap Funds category.

    • As of 31 Aug 2023, fund size of Union Small Cap Fund is 1,348.86 Cr.

    • The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

    • Union Small Cap Fund has given 14.78% annualized return for the last 3 years. The funds SIP returns during the same period is 11.30%

    • Union Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Small Cap Fund
  • Union Large Cap Fund

    Union Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 31 Aug 2023, fund size of Union Large Cap Fund is 294.07 Cr.

    • The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Union Large Cap Fund has given 9.70% annualized return for the last 3 years. The funds SIP returns during the same period is 9.64%

    • Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Union Large Cap Fund
  • Union Mid Cap Fund

    Union Mid Cap Fund is an Equity oriented mutual fund in the Mid Cap Funds category.

    • As of 31 Aug 2023, fund size of Union Mid Cap Fund is 1,023.09 Cr.

    • The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

    • Union Mid Cap Fund has given 16.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.69%

    • At present Union Mid Cap Fund has not been rated by us.

      Not Rated

    • Know more about Union Mid Cap Fund
  • Union Value Discovery Fund

    Union Value Discovery Fund is an Equity oriented mutual fund in the Value Funds category.

    • As of 31 Aug 2023, fund size of Union Value Discovery Fund is 218.11 Cr.

    • The average category Returns for Value funds under Equity class are 17.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • Union Value Discovery Fund has given 15.02% annualized return for the last 3 years. The funds SIP returns during the same period is 14.35%

    • At present Union Value Discovery Fund has not been rated by us.

      Not Rated

    • Know more about Union Value Discovery Fund
  • Union Large & Midcap Fund

    Union Large & Midcap Fund is an Equity oriented mutual fund in the Large and Mid Cap Funds category.

    • As of 31 Aug 2023, fund size of Union Large & Midcap Fund is 662.33 Cr.

    • The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

    • Union Large & Midcap Fund has given 12.46% annualized return for the last 3 years. The funds SIP returns during the same period is 11.64%

    • At present Union Large & Midcap Fund has not been rated by us.

      Not Rated

    • Know more about Union Large & Midcap Fund
  • Union Multicap Fund

    Union Multicap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Aug 2023, fund size of Union Multicap Fund is 797.42 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

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    • At present Union Multicap Fund has not been rated by us.

      Not Rated

    • Know more about Union Multicap Fund