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.
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Union Liquid Fund
Union Liquid Fund is an
Debtoriented mutual fund in the
LiquidFund category.
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As of 31 Jan 2024, fund size of Union Liquid Fund is
2,502.18 Cr. -
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.
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Union Liquid Fund has given
6.33%annualized return for the last 3 years.
The funds SIP returns during the same period is 6.97%
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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.
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Union Liquid Fund
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Union Flexi Cap Fund
Union Flexi Cap Fund is an
Equityoriented mutual fund in the
Flexi CapFund category.
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As of 31 Jan 2024, fund size of Union Flexi Cap Fund is
1,917.58 Cr. -
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.
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Union Flexi Cap Fund has given
14.58%annualized return for the last 3 years.
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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.
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Union Flexi Cap Fund
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Union Focused Fund
Union Focused Fund is an
Equityoriented mutual fund in the
FocusedFund category.
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As of 31 Jan 2024, fund size of Union Focused Fund is
382.2 Cr. -
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.
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Union Focused Fund has given
12.61%annualized return for the last 3 years.
The funds SIP returns during the same period is 19.04%
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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.
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Union Focused Fund
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Union ELSS Tax Saver
Union ELSS Tax Saver is an
Equityoriented mutual fund in the
ELSSFund category.
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As of 31 Jan 2024, fund size of Union ELSS Tax Saver is
806.89 Cr. -
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.
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Union ELSS Tax Saver has given
15.68%annualized return for the last 3 years.
The funds SIP returns during the same period is 22.11%
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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.
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Union ELSS Tax Saver
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Union Balanced Advantage Fund
Union Balanced Advantage Fund is an
Hybridoriented mutual fund in the
Dynamic Asset AllocationFund category.
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As of 31 Jan 2024, fund size of Union Balanced Advantage Fund is
1,639.64 Cr. -
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.
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Union Balanced Advantage Fund has given
9.75%annualized return for the last 3 years.
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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.
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Union Balanced Advantage Fund
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Union Small Cap Fund
Union Small Cap Fund is an
Equityoriented mutual fund in the
Small capFund category.
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As of 31 Jan 2024, fund size of Union Small Cap Fund is
1,348.86 Cr. -
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.
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Union Small Cap Fund has given
21.69%annualized return for the last 3 years.
The funds SIP returns during the same period is 29.76%
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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.
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Union Small Cap Fund
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Union Large Cap Fund
Union Large Cap Fund is an
Equityoriented mutual fund in the
Large CapFund category.
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As of 31 Jan 2024, fund size of Union Large Cap Fund is
294.07 Cr. -
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.
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Union Large Cap Fund has given
12.01%annualized return for the last 3 years.
The funds SIP returns during the same period is 17.98%
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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.
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Union Large Cap Fund
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