Union Mutual Fund

Name: Union Mutual Fund Schemes
Creator: 5paisa

AMC AGE 16 years
AMC AUM (In Cr) ₹ 26,711.37
Number of Schemes 31

Union Mutual Fund is sponsored by Union Bank of India along with Dai-ichi Life Holdings, bringing together domestic banking experience and global insurance-linked investment expertise. The AMC offers a range of Union Mutual Fund schemes spanning equity, hybrid and debt strategies, aimed at helping investors participate in India’s growth while managing risk sensibly.

The fund house follows a research-intensive investment process and emphasises diversification and risk controls. The best Union Mutual Fund scheme for you will depend on your horizon and risk appetite rather than a one-size-fits-all answer. With 5paisa, you can view different Union Mutual Fund returns, compare categories and learn how to invest in Union Mutual Fund without paperwork.

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List of Union Mutual Funds Schemes

Filters

Search Result - 31 Mutual Funds

Fund Name	Fund Size (Cr.)	3Y Returns	5Y Returns
Union Small Cap Fund Growth Equity Small Cap Fund	2,268	18.63%	16.28%	Invest
Union Midcap Fund Growth Equity Mid Cap Fund	1,847	17.80%	15.34%	Invest
Union Multicap Fund - Regular Growth Equity Multi Cap Fund	1,420	15.31%	-	Invest
Union Value Fund Growth Equity Value Fund	394	14.17%	13.65%	Invest
Union Retirement Fund Growth Solution Oriented Retirement Fund	206	14.11%	-	Invest
Union Large & Midcap Fund Growth Equity Large & Mid Cap Fund	965	12.97%	12.42%	Invest
Union Focused Fund Growth Equity Focused Fund	440	11.91%	10.67%	Invest
Union Flexi Cap Fund Growth Equity Flexi Cap Fund	2,376	11.50%	11.01%	Invest
Union ELSS Tax Saver Fund - Regular Growth Equity ELSS	857	11.30%	11.56%	Invest
Union Aggressive Hybrid Fund Growth Hybrid Aggressive Hybrid Fund	737	10.46%	9.35%	Invest

Fund Name	1Y Returns	Rating	Fund Size (Cr.)
Union Small Cap Fund Growth Equity Small Cap Fund	18.63% Fund Size (Cr.) - 2,268 Invest
Union Midcap Fund Growth Equity Mid Cap Fund	17.80% Fund Size (Cr.) - 1,847 Invest
Union Multicap Fund - Regular Growth Equity Multi Cap Fund	15.31% Fund Size (Cr.) - 1,420 Invest
Union Value Fund Growth Equity Value Fund	14.17% Fund Size (Cr.) - 394 Invest
Union Retirement Fund Growth Solution Oriented Retirement Fund	14.11% Fund Size (Cr.) - 206 Invest
Union Large & Midcap Fund Growth Equity Large & Mid Cap Fund	12.97% Fund Size (Cr.) - 965 Invest
Union Focused Fund Growth Equity Focused Fund	11.91% Fund Size (Cr.) - 440 Invest
Union Flexi Cap Fund Growth Equity Flexi Cap Fund	11.50% Fund Size (Cr.) - 2,376 Invest
Union ELSS Tax Saver Fund - Regular Growth Equity ELSS	11.30% Fund Size (Cr.) - 857 Invest
Union Aggressive Hybrid Fund Growth Hybrid Aggressive Hybrid Fund	10.46% Fund Size (Cr.) - 737 Invest

Key Information about Union Mutual Fund

Name of the Mutual Fund
Union Mutual Fund

Date of Incorporation
30 December 2009

Setup Date
23 March 2011

Sponsor Name
Union Bank of India, Dai-ichi Life Holdings, Inc.

Trustee Name
Union Trustee Company Private Limited

Chief Executive Officer
Mr. Madhukumar Nair

Compliance Officer
Ms. Richa Parasrampuria

Chief Compliance Officer
Mr. Anup Maheshwari

Investment Service Officer
Ms. Leena Johnson

Auditor
M/s S.R. Batliboi & Co. LLP - For Mutual Fund Schemes, M/s. P. Parikh and Associates - For AMC, Shashikant J Shah & Co- For Trustee Company

Custodian
SBI-SG Global Securities Services Private Limited

Registrars
Computer Age Management Services Ltd.

Address (Head Office)
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East)

Telephone No
022-67483300

Fax No
022-67483402

Union Mutual Fund Managers

Pratik Dharmshi

Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. Pratik Dharmshi is the Fund Manager for Edelweiss Long Term Equity Fund and Edelweiss Tax Advantage Fund, responsible for managing the performance of the schemes. He has more than 9 years of rich experience in the financial markets. At Edelweiss AMC, Pratik's role is to identify new investment opportunities, managing risk with focus on investment returns.

Gaurav Chopra

Over 8 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Management Services - Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts . September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.

Vinod Malviya

Over 14 years of experience in the Financial markets as an Analyst. Appointed as Co-Fund Manager with effect from January 25, 2023. February 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd. as Research Analyst - Equity. July 2014 to January 2020 with Florintree Advisors Private Limited as Principal. August 2012 to June 2014 with East India Securities Limited as Research Analyst. September 2008 to July 2012 with Amit Nalin Securities Private Limited as Research Analyst.

Sanjay Bembalkar

Total experience - 12 years Details: Research Analyst - Equity - Canara Robeco Asset Management Company Ltd. (December 2017 to September 2019) Research Analyst - Equity - LIC Mutual Fund Asset Management Ltd.(August 2015 to December 2017) Assistant Vice President - Quantum Advisors Pvt. Ltd (April 2010 to August 2015) Intern Analyst - Autonomous Research LLP (August 2009 to January 2010)

Parijat Agrawal

Over 23 years of experience in Funds Management. September 2010 till date with Union Asset Management Company Private Limited as Head - Fixed Income with overall responsibilities of Portfolio Management of Fixed Income and Hybrid Funds. October 2006 till July 2010 with SBI Mutual Fund as Head - Fixed Income with responsibilities of Portfolio Management of Fixed Income and Hybrid Funds. November 2004 till September 2006 with State Bank of Mauritius Limited with responsibilities of managing the entire Treasury functions of the Bank. December 1999 till May 2004 with SUN F&C Asset Management as Fund Manager responsible for Portfolio Management of Fixed Income and Hybrid Funds.

Devesh Thacker

He has over 19 years experience in fund management & Banking Industry. Prior to joining Union KBC AMC in 2011 he has worked with Sahara AMC.

Vishal Thakker

Mr. Thakker has over 14 years of experience in equity & derivative dealing functions. He has been appointed as Co Fund Manager in February 2019 and associated with Union Asset Management Company Private Limited as Dealer - Equity since March 2017. Prior to this, he was associated with Elara Capital as Sales Trader from February 2010 till February 2017. He has also been associated with Emkay Shares & Stock Broking as a Dealer from June 2009 - February 2010.

Tarun Singh

He has over 23 years of work experience including more than 11 years experience in the fixed income dealing function. Mr Singh is appointed as a Co-Fund Manager of this Scheme. Prior to his appointment as a Co-Fund Manager, he has been associated with Union Asset Management Company Private Limited as Dealer - Fixed Income since October 2010. From April 2008 to October 2010, he was with SBI Funds Management Private Limited as Fixed Income Dealer. From August 2002 to March 2008, he was with Prebon Yamane India Ltd. as Fixed Income Dealer. Further, he was also involved in Back Office Operations, Compliance matters and audits. From July 2000 to June 2002, he was with Enron India Pvt. Ltd as Accounts Executive. o

Anindya Sarkar

He was associated with Union Asset Management Company Private Limited as Vice President - Risk Management, ICAP India Pvt. Ltd as Dealer - Fixed Income and Sarcon Blockbuild Ltd, Navigators Inc. and School of Risk Management and Actuarial 0Science, St. John's University, in various capacities.

Shrenuj Parekh

Harshad Patwardhan

Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

How to Invest in Union Mutual Fund?

5paisa enables you to invest in Union Mutual Fund fully online, with a common interface for research, transactions and tracking.

Steps to invest

1. Log in to your 5paisa account or sign up using your mobile number and email.

2. Complete your KYC by uploading PAN, identity and address documents.

3. Evaluate your goals - wealth creation, income or capital preservation—and shortlist Union Mutual Fund schemes accordingly.

4. Filter schemes by risk profile and asset class (equity, debt, hybrid).

5. Visit the specific scheme page, read the scheme objective and portfolio summary.

6. Choose SIP or lump sum mode, enter the amount and review the transaction.

7. Confirm the payment and mandate authorisation to complete your investment.

Your Union Mutual Fund holdings will show up in your 5paisa portfolio for easy tracking.

How to Invest in Union Mutual Fund ?