Union Mutual Fund Mutual Funds

8.3 ✅ High Quality

Union Gold ETF Fund of Fund Option

Other Scheme - FoF Domestic

59.5% 1Y · 20.2% 3Y

6.8 🟡 Average

Union Arbitrage Fund Option

Hybrid Scheme - Arbitrage Fund

6.1% 1Y · 7.3% 3Y

6.2 🟡 Average

Union Midcap Fund Option

Equity Scheme - Mid Cap Fund

11.7% 1Y · 21.4% 3Y

5.7 🟠 Below Avg

Union Diversified Equity All Cap Active FOF Option

Other Scheme - FoF Domestic

4.1% 1Y · 1.4% 3Y

5.5 🟠 Below Avg

Union Overnight Fund Option

Debt Scheme - Overnight Fund

5.4% 1Y · 6.2% 3Y

5.5 🟠 Below Avg

Union Multicap Fund Option

Equity Scheme - Multi Cap Fund

9.3% 1Y · 18.4% 3Y

5.5 🟠 Below Avg

Union Small Cap Fund Option

Equity Scheme - Small Cap Fund

20.0% 1Y · 22.0% 3Y

5.5 🟠 Below Avg

Union Value Fund Option

Equity Scheme - Value Fund

3.2% 1Y · 17.3% 3Y

5.5 🟠 Below Avg

Union Income Plus Arbitrage Active FOF Option

Other Scheme - FoF Domestic

3.0% 1Y · 1.0% 3Y

5.5 🟠 Below Avg

Union Retirement Fund Option

Solution Oriented Scheme - Retirement Fund

7.2% 1Y · 17.3% 3Y

5.2 🟠 Below Avg

Union Liquid Fund Option

Debt Scheme - Liquid Fund

6.2% 1Y · 7.0% 3Y

5.2 🟠 Below Avg

Union Aggressive Hybrid Fund Option

Hybrid Scheme - Aggressive Hybrid Fund

1.9% 1Y · 12.5% 3Y

4.9 🟠 Below Avg

Union Focused Fund Option

Equity Scheme - Focused Fund

9.3% 1Y · 14.4% 3Y

4.9 🟠 Below Avg

Union Innovation & Opportunities Fund Option

Equity Scheme - Sectoral/ Thematic

8.7% 1Y · 14.4% 3Y

4.9 🟠 Below Avg

Union Multi Asset Allocation Fund- Direct Plan Option

Hybrid Scheme - Multi Asset Allocation

15.8% 1Y · 6.7% 3Y

4.6 🟠 Below Avg

Union Largecap Fund Option

Equity Scheme - Large Cap Fund

-0.3% 1Y · 11.0% 3Y

4.5 🟠 Below Avg

Union Low Duration Fund Option

Debt Scheme - Low Duration Fund

4.3% 1Y · 1.4% 3Y

4.5 🟠 Below Avg

Union Fixed Maturity Plan - Series 13 Option

Income

6.0% 1Y · 6.9% 3Y

4.2 ❌ Poor

Union Flexi Cap Fund Option

Equity Scheme - Flexi Cap Fund

1.6% 1Y · 14.3% 3Y

4.2 ❌ Poor

Union Children's Fund Option

Solution Oriented Scheme - Children’s Fund

3.6% 1Y · 8.6% 3Y

4.1 ❌ Poor

Union Large & Midcap Fund Option

Equity Scheme - Large & Mid Cap Fund

5.8% 1Y · 15.9% 3Y

3.9 ❌ Poor

Union Balanced Advantage Fund Option

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

1.5% 1Y · 9.3% 3Y

3.9 ❌ Poor

Union Equity Savings Fund Option

Hybrid Scheme - Equity Savings

2.8% 1Y · 7.6% 3Y

3.8 ❌ Poor

Union Gilt Fund Option

Debt Scheme - Gilt Fund

-3.6% 1Y · 4.7% 3Y

3.8 ❌ Poor

Union ELSS Tax Saver Fund Option

Equity Scheme - ELSS

1.9% 1Y · 13.8% 3Y

3.7 ❌ Poor

Union Short Duration Fund Option

Debt Scheme - Short Duration Fund

4.0% 1Y · 2.6% 3Y

3.7 ❌ Poor

Union Active Momentum Fund Option

Equity Scheme - Sectoral/ Thematic

12.9% 1Y · -1.4% 3Y

3.7 ❌ Poor

Union Consumption Fund Option

Equity Scheme - Sectoral/ Thematic

-7.5% 1Y · -2.6% 3Y

3.0 ❌ Poor

Union Corporate Bond Fund Option

Debt Scheme - Corporate Bond Fund

3.0% 1Y · 6.7% 3Y

3.0 ❌ Poor

Union Dynamic Bond Fund Option

Debt Scheme - Dynamic Bond

-2.7% 1Y · 4.8% 3Y

2.9 ❌ Poor

Union Money Market Fund - Growth Option

Debt Scheme - Money Market Fund

6.1% 1Y · 7.0% 3Y