Union Mutual Fund

13,781 Crs

21

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

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

    • 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.

    • Union Liquid Fund has given 5.51% annualized return for the last 3 years. The funds SIP returns during the same period is 6.42%

    • 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

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

    • 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.

    • Union Flexi Cap Fund has given 19.87% 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 Fund category.

    • 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.

    • Union Focused Fund has given 16.64% annualized return for the last 3 years. The funds SIP returns during the same period is 15.58%

    • 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

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

    • 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.

    • Union ELSS Tax Saver has given 20.50% annualized return for the last 3 years. The funds SIP returns during the same period is 19.56%

    • 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

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

    • 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.

    • Union Balanced Advantage Fund has given 9.56% annualized return for the last 3 years.

    • 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

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

    • 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.

    • Union Small Cap Fund has given 25.71% annualized return for the last 3 years. The funds SIP returns during the same period is 22.64%

    • 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 Fund category.

    • 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.

    • Union Large Cap Fund has given 17.57% annualized return for the last 3 years. The funds SIP returns during the same period is 17.71%

    • 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