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Latest Union Mutual Fund
Union Mutual Fund offers a wide spectrum of investment schemes designed to meet diverse financial goals and risk appetites. With a total of 135 active schemes, the fund house covers major categories such as Equity, Hybrid, Debt, providing suitable options for both conservative and aggressive investors. Currently, Union Liquid Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹8,162.69 Cr, reflecting strong investor trust and popularity. In terms of performance, Union Gold ETF-Growth delivers the best short-term return of 24.59% (6 Months), while Union Small Cap Fund Direct-Growth stands out in the mid-term horizon with 20.80% (5 Years) returns. For investors with a long-term outlook, Union Small Cap Fund Direct-Growth remains a top performer, offering 17.96% returns (10 Years) — making it an attractive option for sustained wealth creation. The average expense ratio across all schemes stands at 1.61%, ensuring efficient cost management for investors.
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FAQs
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What is the objective of Union Mutual Fund?
The primary objective of Union Mutual Fund is to help investors achieve their financial goals through professionally managed investment schemes. By offering a diverse range of funds across categories like Equity, Hybrid, Debt, Union Mutual Fund aims to balance risk and reward, ensuring long-term capital growth and wealth creation. -
How many mutual fund schemes does Union Mutual Fund offer?
Union Mutual Fund currently manages 135 active schemes across various categories, including equity, debt, hybrid, and index funds. This variety enables investors to choose schemes based on their investment horizon and risk appetite. -
Which Union Mutual Fund scheme has the highest AUM?
As of the latest data, Union Liquid Fund Direct-Growth holds the highest Assets Under Management (AUM) at ₹8,162.69 Cr, reflecting strong investor confidence. -
Which are the best Union Mutual Fund schemes for short-term investment (up to 1 Year)?
The best-performing Union Mutual Fund short-term funds are:- Union Small Cap Fund Direct-Growth has delivered 14.62% (3 Months) returns.
- Union Gold ETF-Growth has achieved 24.59% (6 Months) returns.
- Union Gold ETF-Growth has recorded 52.59% (1 Year) returns.
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Which are the best Union Mutual Fund schemes for mid-term investment (2 to 5 Years)?
The top-performing Union Mutual Fund mid-term funds include:- Union Small Cap Fund Direct-Growth has delivered 15.06% (2 Years) returns.
- Union Small Cap Fund Direct-Growth has achieved 23.90% (3 Years) returns.
- Union Small Cap Fund Direct-Growth has recorded 20.80% (5 Years) returns.
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Which are the best Union Mutual Fund schemes for long-term investment (7 to 20 Years)?
The best Union Mutual Fund long-term funds based on performance are:- Union Small Cap Fund Direct-Growth has delivered 23.38% (7 Years) returns.
- Union Small Cap Fund Direct-Growth has achieved 17.96% (10 Years) returns.
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Which Union Mutual Fund has the highest and lowest expense ratio?
Among all active schemes:- Union Active Momentum Fund Regular-Growth has the highest expense ratio of 9.76%.
- Union Liquid Fund Direct-Growth has the lowest expense ratio of 0.07%.
