Union Mutual Fund
AUM
₹ - Cr
Funds Managed
-
AMC Age
-
Union Funds
NAV
AUM
Rating
3Y Returns
5Y Returns
Exp. Ratio
| Scheme Name | NAV | AUM (Cr.) | Rating | 1Y Returns | 3Y Returns | 5Y Returns | Exp. Ratio |
|---|---|---|---|---|---|---|---|
Returns on Union Mutual Fund
Total Investment
₹ 0
Gain
₹ 0
Current Value
₹ 0
You have invested
Check the Returns of Your Investment in
Union Mutual Funds Overview
The Union Mutual Fund Company is among the top-rated mutual fund companies in India, and it aims to provide investors with responsible investing opportunities. Established in 2009, this fund has shown noteworthy performance and provided competitive returns to its investors.
It is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. With its commitment to providing investors with a safe and reliable investment avenue, it has built an investor base of over 150 million customers over the years.
The Union MF operates on a unique investment philosophy of managing credit risks with a careful selection of securities and creating investment portfolios that follow the mandate. These philosophies are the foundation of this mutual fund and the reason behind its success and the success of many investors.
The Union Mutual Fund provides several types of investment opportunities, including debt funds, equity funds, hybrid funds, solution-oriented funds, and NFOs, to cater to the requirements of different stakeholders.
The fund’s investment team includes Mr. Harshad Patwardhan, Mr. Parijat Agrawal, Mr. Hardick Bora, and Mr. Sanjay Bembalkar, among others whose experience and skill are the reason behind the fund's stable returns. Some of the top Union mutual funds to invest in are:
- Union Midcap Fund Direct - Growth
- Union Small Cap Fund Direct - Growth
- Union Tax Saver (ELSS) Fund Direct - Growth
- Union Flexi Cap Fund Direct - Growth
- Union Value Discovery Fund Direct - Growth
- Union Large Cap Fund Direct - Growth
The fund helps investors achieve their financial goals through its stable returns.
The Union MF has several advantages that qualify it as one of the highly chosen mutual funds by investors. These include:
- Professionally Managed Funds: The Union mutual funds are professionally managed by experienced and skilled managers who contribute to its performance. Due to their years of experience, professional fund management provides better returns to investors compared with independent investing.
- Diversified Fund Options: Another advantage of investing in the Union mutual fund is that it offers diversified fund options suiting the requirements of different investors. You can invest in equity funds, debt funds, ELSS funds, and hybrid funds based on your risk tolerance and return expectations.
- Tax Benefits: The union mutual fund company has a range of investment options to suit the requirements of different investors. One such fund type is ELSS , which allows investors a tax benefit of up to Rs. 1,50,000 under the 80C section of the Income Tax Account. By investing in this fund, investors can also earn returns while receiving a tax benefit.
- Low Minimum Investment: The Union mutual fund allows investors to invest money through an SIP starting at as low as Rs. 500, making it accessible to more investors. Investors can also invest their money in some of the biggest companies through the fund, even with low investment amounts.
- Transparency: One common challenge investors face while investing in mutual funds is the lack of transparency. However, the Union mutual fund provides complete transparency by reporting where the investments are made from time to time to keep the investors informed about their investments.
The expert fund managers at Union Mutual Fund have years of experience and employ a strategic investment approach to ensure competitive returns for investors. They create a diversified and balanced portfolio for their investors, thereby delivering balanced and consistent returns. Additionally, they diversify investments across different asset classes to minimize risks and maximize reliable returns for investors.
For example, the equity fund Union Small Cap Fund Direct—Growth provides investors with a one-year return of 38.75%, a three-year return of 23.43%, and a five-year return of 27.47%. Similarly, the debt fund Union Dynamic Bond Fund Direct—Growth provides a one-year return of 6.18%, a three-year return of 4.38%, and a five-year return of 5.88%.
The fund also complies with the guidelines set by the Securities and Exchange Board of India (SEBI) to further safeguard investors' security.
However, it is crucial to understand that despite these advantages, these funds are still influenced by market risks and global events, which can alter their returns. This is why investors must study AMC's past performance before investing to make an informed decision and ensure peace of mind.
We have introduced you to the best Union mutual funds and detailed their advantages. It’s finally time to learn how to invest in them. Dhan, an online trading and investing platforms in India, simplifies this process through its platform. It doesn’t only help you invest but also provides an overview to ensure you make an informed decision.
The steps to follow to invest in Union mutual fund through Dhan are:
- Step 1: Go to the App Store or the Play Store on your phone and install the Dhan app.
- Step 2: Once the app is downloaded, you must register on the app by entering your phone number. Enter the OTP you will receive shortly to proceed.
- Step 3: Set up your account by providing personal details such as your email address, PAN, and Aadhaar number.
- Step 4: After your account is set up, navigate to the mutual fund section and locate Union mutual fund.
- Step 5: Select the type of mutual fund you wish to invest in. Dhan provides an overview of all the different mutual fund categories, such as equity funds, debt funds , hybrid funds, and ELSS. You will also see the ratings, minimum investment amount, AUM, and 1-year, 3-year, and 5-year returns of all the funds to make an informed decision.
- Step 6: Once the fund is selected, the last step is to select the payment method. Depending on your preference, you can choose from Union mutual fund lump sum plans or Union mutual fund SIP plans. The Union mutual fund SIP plan is suitable for individuals who cannot make the entire payment at one time and must pay monthly or quarterly installments.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number, enter that, and you are done.
Dhan also provides a Union mutual fund SIP calculator to help you calculate your returns by selecting your time period and investment amount. Additionally, you can set up a date on your SIP plan to make it hassle-free.
You can now track your investments through Dhan and ensure that the returns are as expected.
The Union Mutual Fund Company is among the top-rated mutual fund companies in India, and it aims to provide investors with responsible investing opportunities. Established in 2009, this fund has shown noteworthy performance and provided competitive returns to its investors.
It is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. With its commitment to providing investors with a safe and reliable investment avenue, it has built an investor base of over 150 million customers over the years.
The Union MF operates on a unique investment philosophy of managing credit risks with a careful selection of securities and creating investment portfolios that follow the mandate. These philosophies are the foundation of this mutual fund and the reason behind its success and the success of many investors.
The Union Mutual Fund provides several types of investment opportunities, including debt funds, equity funds, hybrid funds, solution-oriented funds, and NFOs, to cater to the requirements of different stakeholders.
The fund’s investment team includes Mr. Harshad Patwardhan, Mr. Parijat Agrawal, Mr. Hardick Bora, and Mr. Sanjay Bembalkar, among others whose experience and skill are the reason behind the fund's stable returns. Some of the top Union mutual funds to invest in are:
- Union Midcap Fund Direct - Growth
- Union Small Cap Fund Direct - Growth
- Union Tax Saver (ELSS) Fund Direct - Growth
- Union Flexi Cap Fund Direct - Growth
- Union Value Discovery Fund Direct - Growth
- Union Large Cap Fund Direct - Growth
The fund helps investors achieve their financial goals through its stable returns.
The Union MF has several advantages that qualify it as one of the highly chosen mutual funds by investors. These include:
- Professionally Managed Funds: The Union mutual funds are professionally managed by experienced and skilled managers who contribute to its performance. Due to their years of experience, professional fund management provides better returns to investors compared with independent investing.
- Diversified Fund Options: Another advantage of investing in the Union mutual fund is that it offers diversified fund options suiting the requirements of different investors. You can invest in equity funds, debt funds, ELSS funds, and hybrid funds based on your risk tolerance and return expectations.
- Tax Benefits: The union mutual fund company has a range of investment options to suit the requirements of different investors. One such fund type is ELSS , which allows investors a tax benefit of up to Rs. 1,50,000 under the 80C section of the Income Tax Account. By investing in this fund, investors can also earn returns while receiving a tax benefit.
- Low Minimum Investment: The Union mutual fund allows investors to invest money through an SIP starting at as low as Rs. 500, making it accessible to more investors. Investors can also invest their money in some of the biggest companies through the fund, even with low investment amounts.
- Transparency: One common challenge investors face while investing in mutual funds is the lack of transparency. However, the Union mutual fund provides complete transparency by reporting where the investments are made from time to time to keep the investors informed about their investments.
The expert fund managers at Union Mutual Fund have years of experience and employ a strategic investment approach to ensure competitive returns for investors. They create a diversified and balanced portfolio for their investors, thereby delivering balanced and consistent returns. Additionally, they diversify investments across different asset classes to minimize risks and maximize reliable returns for investors.
For example, the equity fund Union Small Cap Fund Direct—Growth provides investors with a one-year return of 38.75%, a three-year return of 23.43%, and a five-year return of 27.47%. Similarly, the debt fund Union Dynamic Bond Fund Direct—Growth provides a one-year return of 6.18%, a three-year return of 4.38%, and a five-year return of 5.88%.
The fund also complies with the guidelines set by the Securities and Exchange Board of India (SEBI) to further safeguard investors' security.
However, it is crucial to understand that despite these advantages, these funds are still influenced by market risks and global events, which can alter their returns. This is why investors must study AMC's past performance before investing to make an informed decision and ensure peace of mind.
We have introduced you to the best Union mutual funds and detailed their advantages. It’s finally time to learn how to invest in them. Dhan, an online trading and investing platforms in India, simplifies this process through its platform. It doesn’t only help you invest but also provides an overview to ensure you make an informed decision.
The steps to follow to invest in Union mutual fund through Dhan are:
- Step 1: Go to the App Store or the Play Store on your phone and install the Dhan app.
- Step 2: Once the app is downloaded, you must register on the app by entering your phone number. Enter the OTP you will receive shortly to proceed.
- Step 3: Set up your account by providing personal details such as your email address, PAN, and Aadhaar number.
- Step 4: After your account is set up, navigate to the mutual fund section and locate Union mutual fund.
- Step 5: Select the type of mutual fund you wish to invest in. Dhan provides an overview of all the different mutual fund categories, such as equity funds, debt funds , hybrid funds, and ELSS. You will also see the ratings, minimum investment amount, AUM, and 1-year, 3-year, and 5-year returns of all the funds to make an informed decision.
- Step 6: Once the fund is selected, the last step is to select the payment method. Depending on your preference, you can choose from Union mutual fund lump sum plans or Union mutual fund SIP plans. The Union mutual fund SIP plan is suitable for individuals who cannot make the entire payment at one time and must pay monthly or quarterly installments.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number, enter that, and you are done.
Dhan also provides a Union mutual fund SIP calculator to help you calculate your returns by selecting your time period and investment amount. Additionally, you can set up a date on your SIP plan to make it hassle-free.
You can now track your investments through Dhan and ensure that the returns are as expected.
AMC Information
-
Funds Managed
-
Assets Managed
₹ - Cr
Contact Details
-
@-
- Registered Address
-
Other Popular AMCs in India
Explore All Mutual Funds
Dhan App
Chrome
Join us on
Follow us on
Partner with us
built with love
for Indians who love to invest & trade
We are part of Raise Financial Services
Explore | Sitemap
*All securities mentioned on this website are exemplary and not recommendatory.
We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.
Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.
That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.
©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.
SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
For any query / feedback / clarifications, email at help@dhan.co.
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details |
MCXCCL Client Collateral details
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.
Details of client bank account
For any query / feedback / clarifications, email at help@dhan.co.
In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.
DHAN is a brand owned by Moneylicious Securities Private Limited. All DHAN clients are registered under Moneylicious Securities Private Limited. Clients are advised to refer to our company as Moneylicious Securities Private Limited when communicating with regulatory authorities.
Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances
Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit
Attention investors:
- Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
- Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
- Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.
Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.
Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/
Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX
Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets
Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders | NCL Client Collateral details |
MCXCCL Client Collateral details
Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors