Union Mutual Funds

hybrid Funds of Union Mutual Funds

Union Mutual Funds presents a range of 5 hybrid funds for investors to choose from.

• Union Balanced Advantage Fund

  Which category of Hybrid Funds does Union Balanced Advantage Fund belong and what are the characteristics of this category?

  Union Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Funds category.
  
  

  • What is the Fund Size of Union Balanced Advantage Fund as of 28 Feb 2025?

    As of 28 Feb 2025, fund size of Union Balanced Advantage Fund is 1,639.64 Cr.

  • What is the 3 Years average Category Return of the Dynamic Asset Allocation funds under Hybrid class to where this fund belongs?

    The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.58% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

  • What is the 3 Years Return of Union Balanced Advantage Fund?

    Union Balanced Advantage Fund has given 9.91% annualized return for the last 3 years.

  • What is the current Rating of the fund?

    Union Balanced Advantage 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 High risk.

  • Know more about Union Balanced Advantage Fund

• Union Hybrid Equity Fund

  Which category of Hybrid Funds does Union Hybrid Equity Fund belong and what are the characteristics of this category?

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

  • What is the Fund Size of Union Hybrid Equity Fund as of 28 Feb 2025?

    As of 28 Feb 2025, fund size of Union Hybrid Equity Fund is 581.63 Cr.

  • What is the 3 Years average Category Return of the Aggressive funds under Hybrid class to where this fund belongs?

    The average category Returns for Aggressive funds under Hybrid class are 13.85% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

  • What is the 3 Years Return of Union Hybrid Equity Fund?

    Union Hybrid Equity Fund has given 12.08% annualized return for the last 3 years.

  • What is the current Rating of the fund?

    At present Union Hybrid Equity Fund has not been rated by us.

    Not Rated

  • Know more about Union Hybrid Equity Fund

• Union Equity Savings Fund

  Which category of Hybrid Funds does Union Equity Savings Fund belong and what are the characteristics of this category?

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

  • What is the Fund Size of Union Equity Savings Fund as of 28 Feb 2025?

    As of 28 Feb 2025, fund size of Union Equity Savings Fund is 122.52 Cr.

  • What is the 3 Years average Category Return of the Equity Savings funds under Hybrid class to where this fund belongs?

    The average category Returns for Equity Savings funds under Hybrid class are 9.22% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

  • What is the 3 Years Return of Union Equity Savings Fund?

    Union Equity Savings Fund has given 7.85% annualized return for the last 3 years.

  • What is the current Rating of the fund?

    At present Union Equity Savings Fund has not been rated by us.

    Not Rated

  • Know more about Union Equity Savings Fund

• Union Arbitrage Fund

  Which category of Hybrid Funds does Union Arbitrage Fund belong and what are the characteristics of this category?

  Union Arbitrage Fund is an Hybrid oriented mutual fund in the Arbitrage Funds category.
  
  

  • What is the Fund Size of Union Arbitrage Fund as of 28 Feb 2025?

    As of 28 Feb 2025, fund size of Union Arbitrage Fund is 143.82 Cr.

  • What is the 3 Years average Category Return of the Arbitrage funds under Hybrid class to where this fund belongs?

    The average category Returns for Arbitrage funds under Hybrid class are 6.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

  • What is the 3 Years Return of Union Arbitrage Fund?

    Union Arbitrage Fund has given 6.48% annualized return for the last 3 years.

  • What is the current Rating of the fund?

    At present Union Arbitrage Fund has not been rated by us.

    Not Rated

  • Know more about Union Arbitrage Fund

• Union Retirement Fund

  Which category of Hybrid Funds does Union Retirement Fund belong and what are the characteristics of this category?

  Union Retirement Fund is an Hybrid oriented mutual fund in the Retirement Funds category.
  
  

  • What is the Fund Size of Union Retirement Fund as of 28 Feb 2025?

    As of 28 Feb 2025, fund size of Union Retirement Fund is 113.86 Cr.

  • What is the 3 Years average Category Return of the Retirement funds under Hybrid class to where this fund belongs?

    The average category Returns for Retirement funds under Hybrid class are 12.12% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

  • What is the 3 Years Return of Union Retirement Fund?

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  • What is the current Rating of the fund?

    At present Union Retirement Fund has not been rated by us.

    Not Rated

  • Know more about Union Retirement Fund