Union Mutual Fund

our-recommended Funds of Union Mutual Fund

Below is the list of funds of Union Mutual Fund, we recommend to our investors. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

• Union Liquid Fund

  Which category of Debt Funds does Union Liquid Fund belong and what are the characteristics of this category?

  Union Liquid Fund is an Debt oriented mutual fund in the Liquid Fund category.
  
  

  • What is the Fund Size of Union Liquid Fund as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union Liquid Fund is 2,502.18 Cr.

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

    The average category Returns for Liquid funds under Debt class are 4.40% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

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

    Union Liquid Fund has given 6.28% annualized return for the last 3 years. The funds SIP returns during the same period is 6.95%

  • What is the current Rating of the fund?

    Union Liquid 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 Low to Moderate risk.

  • Know more about Union Liquid Fund

• Union Flexi Cap Fund

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

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

  • What is the Fund Size of Union Flexi Cap Fund as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union Flexi Cap Fund is 1,917.58 Cr.

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

    The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

  • What is the 3 Years Return of Union Flexi Cap Fund?

    Union Flexi Cap Fund has given 12.99% annualized return for the last 3 years.

  • What is the current Rating of the fund?

    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

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

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

  • What is the Fund Size of Union Focused Fund as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union Focused Fund is 382.2 Cr.

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

    The average category Returns for Focused funds under Equity class are 23.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

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

    Union Focused Fund has given 10.91% annualized return for the last 3 years. The funds SIP returns during the same period is 16.63%

  • What is the current Rating of the fund?

    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

  Which category of Equity Funds does Union ELSS Tax Saver belong and what are the characteristics of this category?

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

  • What is the Fund Size of Union ELSS Tax Saver as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union ELSS Tax Saver is 806.89 Cr.

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

    The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

  • What is the 3 Years Return of Union ELSS Tax Saver?

    Union ELSS Tax Saver has given 14.15% annualized return for the last 3 years. The funds SIP returns during the same period is 19.77%

  • What is the current Rating of the fund?

    Union ELSS Tax Saver 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

• 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 Fund category.
  
  

  • What is the Fund Size of Union Balanced Advantage Fund as of 31 Jan 2024?

    As of 31 Jan 2024, 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 13.81% 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 8.84% 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 Small Cap Fund

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

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

  • What is the Fund Size of Union Small Cap Fund as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union Small Cap Fund is 1,348.86 Cr.

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

    The average category Returns for Small cap funds under Equity class are 35.98% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

  • What is the 3 Years Return of Union Small Cap Fund?

    Union Small Cap Fund has given 19.51% annualized return for the last 3 years. The funds SIP returns during the same period is 25.09%

  • What is the current Rating of the fund?

    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

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

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

  • What is the Fund Size of Union Large Cap Fund as of 31 Jan 2024?

    As of 31 Jan 2024, fund size of Union Large Cap Fund is 294.07 Cr.

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

    The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

  • What is the 3 Years Return of Union Large Cap Fund?

    Union Large Cap Fund has given 10.51% annualized return for the last 3 years. The funds SIP returns during the same period is 15.88%

  • What is the current Rating of the fund?

    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