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UNION

Total Funds
123
Average Rating
2.04
Avg Expense Ratio
1.068%

📊 Quick Summary Of This Page

UNION is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Sectoral/Thematic
16
Liquid
6
Flexi Cap
5
ELSS
4
Retirement
4
Dynamic Bond
4
Multi Cap
4
Small Cap
4
Multi Asset Allocation
4
Large Cap
4
Short Duration
4
Dynamic Asset Allocation
4
Low Duration
4
Corporate Bond
4
Equity Savings
4
Value
4
Arbitrage
4
Overnight
4
Focused
4
Large & Mid Cap
4
Mid Cap
4
Aggressive
4
Money Market
4
Gilt
4
Top Companies Held Across AMC
Company Funds Weight
TREPS 30 393.52%
ICICI Bank LTD 18 289.32%
AXIS BANK LTD 17 168.96%
HDFC BANK LTD 17 161.92%
BHARTI AIRTEL LTD 14 133.86%
REC LTD 7 127.59%
RELIANCE INDUSTRIES LTD 14 115.23%
STATE BANK OF INDIA 14 111.69%
UNION GOLD ETF 2 110.17%
LARSEN AND TOUBRO LTD 15 96.84%
MARUTI SUZUKI INDIA LTD 14 79.32%
GOI 690% 2065 3 70.89%
BAJAJ FINANCE LTD 13 69.56%
BANK OF BARODA 5 67.77%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT 10 65.14%
POWER FINANCE CORP LTD 7 65.10%
ETERNAL LTD 13 59.20%
GOI 724% 2055 2 57.58%
UNION MULTICAP FUND DIRECT PLAN GROW 1 55.96%
INDIAN RAILWAY FINANCE CORP LTD 6 54.26%
Fund Managers
Manager Funds Managed
Mr. Vinod Malviya 29
Mr. Sanjay Bembalkar 16
Mr. Parijat Agrawal 16
Mr. Pratik Dharmshi 16
Mr. Gaurav Chopra 16
Mr. Devesh Thacker 14
Mr. Vishal Thakker 8
Mr. Pratit Vajani 4
Mr. Anindya Sarkar 4
All Funds
Fund Category Rating Expense
Union Retirement Fund - Direct Plan Retirement 5.00 0.98%
Union Retirement Fund - Direct Plan Retirement 5.00 0.98%
Union Retirement Fund Retirement 5.00 2.10%
Union Retirement Fund Retirement 5.00 2.10%
Union Gold ETF Fund of Fund 5.00 0.48%
Union Gold ETF Fund of Fund 5.00 0.48%
Union Gold ETF Fund of Fund - Direct Plan 5.00 0.25%
Union Gold ETF Fund of Fund - Direct Plan 5.00 0.25%
Union ELSS Tax Saver Fund ELSS 3.00 1.98%
Union ELSS Tax Saver Fund ELSS 3.00 1.98%
Union Dynamic Term Fund Dynamic Bond 3.00 1.31%
Union Dynamic Term Fund Dynamic Bond 3.00 1.31%
Union ELSS Tax Saver Fund - Direct Plan ELSS 3.00 1.20%
Union ELSS Tax Saver Fund - Direct Plan ELSS 3.00 1.20%
Union Dynamic Term Fund - Direct Plan Dynamic Bond 3.00 1.06%
Union Dynamic Term Fund - Direct Plan Dynamic Bond 3.00 1.06%
Union Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.34%
Union Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.34%
Union Corporate Bond Fund Corporate Bond 3.00 0.61%
Union Corporate Bond Fund Corporate Bond 3.00 0.61%
Union Equity Savings Fund - Direct Plan Equity Savings 3.00 1.25%
Union Equity Savings Fund - Direct Plan Equity Savings 3.00 1.25%
Union Equity Savings Fund Equity Savings 3.00 1.66%
Union Equity Savings Fund Equity Savings 3.00 1.66%
Union Gilt Fund - Direct Plan Gilt 3.00 0.55%
Union Gilt Fund - Direct Plan Gilt 3.00 0.55%
Union Gilt Fund Gilt 3.00 0.92%
Union Gilt Fund Gilt 3.00 0.92%
Union Short Term Fund Short Duration 3.00 0.66%
Union Short Term Fund Short Duration 3.00 0.66%
Union Short Term Fund - Direct Plan Short Duration 3.00 0.28%
Union Short Term Fund - Direct Plan Short Duration 3.00 0.28%
Union Largecap Fund Large Cap 2.10 2.10%
Union Largecap Fund Large Cap 2.10 2.10%
Union Value Fund Value 2.10 2.10%
Union Value Fund Value 2.10 2.10%
Union Focused Fund Focused 2.10 2.10%
Union Focused Fund Focused 2.10 2.10%
Union Active Momentum Fund Sectoral/Thematic 2.10 2.10%
Union Active Momentum Fund Sectoral/Thematic 2.10 2.10%
Union Consumption Fund Sectoral/Thematic 2.10 2.10%
Union Consumption Fund Sectoral/Thematic 2.10 2.10%
Union Business Cycle Fund Sectoral/Thematic 2.09 2.09%
Union Business Cycle Fund Sectoral/Thematic 2.09 2.09%
Union Aggressive Hybrid Fund Aggressive 2.03 2.03%
Union Aggressive Hybrid Fund Aggressive 2.03 2.03%
Union Liquid Fund Liquid 2.00 0.15%
Union Liquid Fund Liquid 2.00 0.15%
Union Liquid Fund Liquid 2.00 0.15%
Union Liquid Fund - Direct Plan Liquid 2.00 0.06%
Union Liquid Fund - Direct Plan Liquid 2.00 0.06%
Union Liquid Fund - Direct Plan Liquid 2.00 0.06%
Union Money Market Fund - Direct Plan Money Market 2.00 0.14%
Union Money Market Fund - Direct Plan Money Market 2.00 0.14%
Union Money Market Fund Money Market 2.00 0.68%
Union Money Market Fund Money Market 2.00 0.68%
Union Income Plus Arbitrage Active FOF 2.00 0.49%
Union Income Plus Arbitrage Active FOF 2.00 0.49%
Union Income Plus Arbitrage Active FOF - Direct Plan 2.00 0.11%
Union Income Plus Arbitrage Active FOF - Direct Plan 2.00 0.11%
Union Ultra Short to Short Term Fund Low Duration 2.00 0.82%
Union Ultra Short to Short Term Fund - Direct Plan Low Duration 2.00 0.21%
Union Ultra Short to Short Term Fund - Direct Plan Low Duration 2.00 0.21%
Union Ultra Short to Short Term Fund Low Duration 2.00 0.82%
Union Large & Midcap Fund Large & Mid Cap 1.93 1.93%
Union Large & Midcap Fund Large & Mid Cap 1.93 1.93%
Union Balanced Advantage Fund Dynamic Asset Allocation 1.86 1.86%
Union Balanced Advantage Fund Dynamic Asset Allocation 1.86 1.86%
Union Innovation & Opportunities Fund Sectoral/Thematic 1.86 1.86%
Union Innovation & Opportunities Fund Sectoral/Thematic 1.86 1.86%
Union Multi Asset Allocation Fund Multi Asset Allocation 1.85 1.85%
Union Multi Asset Allocation Fund Multi Asset Allocation 1.85 1.85%
Union Multicap Fund Multi Cap 1.82 1.82%
Union Multicap Fund Multi Cap 1.82 1.82%
Union Midcap Fund Mid Cap 1.77 1.77%
Union Midcap Fund Mid Cap 1.77 1.77%
Union Flexi Cap Fund Flexi Cap 1.72 1.72%
Union Flexi Cap Fund Flexi Cap 1.72 1.72%
Union Flexi Cap Fund Flexi Cap 1.72 1.72%
Union Small Cap Fund Small Cap 1.72 1.72%
Union Small Cap Fund Small Cap 1.72 1.72%
Union Diversified Equity All Cap Active FOF 1.24 1.24%
Union Diversified Equity All Cap Active FOF 1.24 1.24%
Union Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.83%
Union Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.83%
Union Small Cap Fund - Direct Plan Small Cap 1.00 0.79%
Union Small Cap Fund - Direct Plan Small Cap 1.00 0.79%
Union Largecap Fund - Direct Plan Large Cap 1.00 1.34%
Union Largecap Fund - Direct Plan Large Cap 1.00 1.34%
Union Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 1.00 0.93%
Union Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 1.00 0.93%
Union Value Fund - Direct Plan Value 1.00 1.11%
Union Value Fund - Direct Plan Value 1.00 1.11%
Union Arbitrage Fund - Direct Plan Arbitrage 1.00 0.33%
Union Arbitrage Fund - Direct Plan Arbitrage 1.00 0.33%
Union Arbitrage Fund Arbitrage 1.00 0.86%
Union Arbitrage Fund Arbitrage 1.00 0.86%
Union Overnight Fund - Direct Plan Overnight 1.00 0.06%
Union Overnight Fund - Direct Plan Overnight 1.00 0.06%
Union Overnight Fund Overnight 1.00 0.15%
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Frequently Asked Questions

UNION is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

UNION manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

UNION manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of UNION is one of several factors to consider before investing.

AUM (Assets Under Management) of UNION represents the total market value of all assets managed across its mutual fund schemes.

UNION offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in UNION mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at UNION select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by UNION support SIP (Systematic Investment Plan) investments.

Performance of UNION funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by UNION based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, UNION invests across large cap, mid cap and small cap companies.
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