Explore
🏠 Home ⚙️ Dashboard 🔍 Explore 📈 Funds 🏢 AMC 🏭 Companies 📊 Sectors
Tools
🎯 Goal Planner 🔄 Fund Overlap 🧮 SIP Calculator ⏳ SWP Calculator 📊 Similar Funds

Union Retirement Fund

AMC: UNION Moderate Risk • Solution Oriented • Retirement
⚖️ SIP Calculator

📊 Quick Summary Of This Page

Union Retirement Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.10%
Expense Ratio
Mr. Pratit Vajani
Fund Manager
Growth
Plan Type
01 Sep 2022
Launch Date
0%
Exit Load
NAV Momentum
1 Day
-2.61%
7 Days
-3.60%
15 Days
-4.58%
30 Days
-4.06%
60 Days
-1.77%
90 Days
-1.17%
180 Days
-0.62%
1 Year
11.23%
2 Years
38.01%
Fund Analysis

Union Retirement Fund does not yet have a 5-year performance history.

The average return for Retirement funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 11.23% N/A
2 Year Return 38.01% N/A
3 Year Return N/A N/A
4 Year Return N/A N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: UNION

Category: Solution Oriented • Retirement

Launch Date: 01 Sep 2022

Fund Manager: Mr. Pratit Vajani

Minimum Purchase: ₹1,000

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Union Retirement Fund is managed by UNION and belongs to the Solution Oriented category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
⭐ Top Ranked Funds 🏆 Category Leaders 🏢 AMC Insights 📈 Popular Stocks 🛠 Planning Tools 🔍 Similar Funds
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

Union Retirement Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Union Retirement Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Union Retirement Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Union Retirement Fund, based on the latest portfolio data.

Union Retirement Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Union Retirement Fund is , which represents the annual cost charged for managing the fund.

Union Retirement Fund manages assets worth approximately , representing the total investor capital under management.

Union Retirement Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Union Retirement Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Union Retirement Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Union Retirement Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Union Retirement Fund and making investment decisions.

Yes, Union Retirement Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Union Retirement Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Union Retirement Fund to estimate returns and wealth creation over different time periods.
© 2026 CheckPan