Union Mutual Fund
Union Mutual Fund is sponsored by Union Bank of India, and was branded Union KBC until its Belgian joint-venture partner exited. It runs a small equity, hybrid and debt line-up.
Official site: www.unionmf.com
Top Union funds by 3Y returns
15Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Union Innovation & Opportunities Fund | ★★★☆☆ | +8.0% | +17.7% | — | 0.99% | — |
| 2 | Union Small Cap Fund | ★☆☆☆☆ | +19.3% | +16.3% | +16.5% | 1.08% | ₹2,027Cr |
| 3 | Union Midcap Fund | ★★★☆☆ | +5.9% | +15.8% | +13.9% | 1.09% | ₹1,736Cr |
| 4 | Union Multicap Fund | ★★★☆☆ | +7.0% | +14.0% | — | 1.37% | ₹1,340Cr |
| 5 | Union Large & Midcap Fund | ★★★☆☆ | +3.3% | +12.4% | +10.6% | 1.31% | — |
| 6 | Union Retirement Fund | ★★★★☆ | +1.8% | +11.9% | — | 1.36% | ₹197.16Cr |
| 7 | Union Value Fund | ★★★★☆ | -2.0% | +11.0% | +11.0% | 1.51% | ₹374.67Cr |
| 8 | Union Focused Fund | ★★☆☆☆ | +4.1% | +10.5% | +8.8% | 1.55% | ₹421.41Cr |
| 9 | Union Flexi Cap Fund | ★★☆☆☆ | -0.4% | +10.4% | +9.3% | 1.50% | ₹2,288Cr |
| 10 | Union Aggressive Hybrid Fund | ★★★☆☆ | +1.1% | +10.0% | +8.4% | 1.59% | ₹707.94Cr |
| 11 | Union ELSS Tax Saver Fund Fund | ★☆☆☆☆ | -2.3% | +9.6% | +9.3% | 1.71% | ₹836.87Cr |
| 12 | Union Balanced Advantage Fund | ★★★☆☆ | -0.4% | +7.8% | +7.2% | 1.46% | ₹1,231Cr |
| 13 | Union Money Market Fund | ★★★☆☆ | +6.8% | +7.2% | +6.5% | 0.17% | ₹997.67Cr |
| 14 | Union Arbitrage Fund | ★★☆☆☆ | +6.7% | +7.2% | +6.6% | 1.61% | ₹243.13Cr |
| 15 | Union Liquid Fund | ★★★☆☆ | +6.5% | +7.0% | +6.4% | 0.07% | ₹8,286Cr |
Union AUM over time
Quarterly average AUM, excluding domestic fund-of-funds, from AMFI’s fund-wise disclosure: ₹298.50Cr in April - June 2011 to ₹28,552Cr in July - September 2026.
Categories Union competes in
Fund managers
12From the statutory Scheme Information Documents — every manager this house names, each with their own page.
Union in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Union Mutual Fund Says: When It Comes to Investing, Don’t Just Take a ‘Tukka’
IMPACT Magazine · 4d ago
‘Tukka Nahi ,Tareeka Chahiye’ now has a tune: Union Mutual Fund adds a jingle to its investor awareness campaign
Adgully.com · 4d ago
‘Tukka Nahi, Tareeka Chahiye’ now has a tune: Union Mutual Fund adds a jingle to its investor awareness campaign
Passionate In Marketing · 4d ago
Union Dynamic Term Fund - Regular Plan Portfolio
The Economic Times · 4d ago
Union Short Term Fund(Ex)-IDCW Daily
The Economic Times · 25d ago
Union Short Term Fund(Ex)-IDCW Fortnightly
The Economic Times · 03 Sep 2026
Union Short Term Fund(Ex)-Growth
The Economic Times · 03 Sep 2026
Union Short Term Fund(Ex)-Growth
The Economic Times · 03 Sep 2026
Fund houses nearby in AUM
All Union schemes
139Every open scheme with computed metrics, by category — each plan and option variant listed separately, because their NAVs differ.
Aggressive Hybrid Fund (4)
Arbitrage Fund (4)
Children’s Fund (4)
Corporate Bond Fund (4)
Dynamic Asset Allocation or Balanced Advantage (4)
Dynamic Bond (4)
ELSS (4)
Equity Savings (4)
Flexi Cap Fund (4)
FoF Domestic (12)
- Union Diversified Equity All Cap Active FOFDirect
- Union Diversified Equity All Cap Active FOFDirect · IDCW
- Union Diversified Equity All Cap Active FOFRegular
- Union Diversified Equity All Cap Active FOFRegular · IDCW
- Union Gold ETF Fund of FundDirect
- Union Gold ETF Fund of FundDirect · IDCW
- Union Gold ETF Fund of FundRegular
- Union Gold ETF Fund of FundRegular · IDCW
- Union Income Plus Arbitrage Active FOFDirect
- Union Income Plus Arbitrage Active FOFDirect · IDCW
- Union Income Plus Arbitrage Active FOFRegular
- Union Income Plus Arbitrage Active FOFRegular · IDCW
Focused Fund (4)
Gilt Fund (6)
Gold ETF (1)
Large & Mid Cap Fund (4)
Large Cap Fund (4)
Liquid Fund (10)
Low Duration Fund (4)
Mid Cap Fund (4)
Money Market Fund (4)
Multi Asset Allocation (4)
Multi Cap Fund (4)
Overnight Fund (10)
- Union Overnight FundDirect · IDCW
- Union Overnight FundDirect
- Union Overnight FundDirect · IDCW
- Union Overnight FundRegular · IDCW
- Union Overnight FundRegular
- Union Overnight FundRegular · IDCW
- Union Overnight Fund - Unclaimed Amounts Plan - IDCW Beyond 3 yearsRegular · IDCW
- Union Overnight Fund - Unclaimed Amounts Plan - IDCW Upto 3 yearsRegular · IDCW
- Union Overnight Fund - Unclaimed Amounts Plan - Redemption Beyond 3 years
- Union Overnight Fund - Unclaimed Amounts Plan - Redemption Upto 3 years
Retirement Fund (4)
Sectoral/ Thematic (16)
- Union Active Momentum FundDirect
- Union Active Momentum FundDirect · IDCW
- Union Active Momentum FundRegular
- Union Active Momentum FundRegular · IDCW
- Union Business Cycle FundDirect
- Union Business Cycle FundDirect · IDCW
- Union Business Cycle FundRegular
- Union Business Cycle FundRegular · IDCW
- Union Consumption FundDirect
- Union Consumption FundDirect · IDCW
- Union Consumption FundRegular
- Union Consumption FundRegular · IDCW
- Union Innovation & Opportunities FundDirect
- Union Innovation & Opportunities FundDirect · IDCW
- Union Innovation & Opportunities FundRegular
- Union Innovation & Opportunities FundRegular · IDCW
Small Cap Fund (4)
Ultra Short Duration Fund (4)
Frequently asked questions
How big is Union Mutual Fund?
Union Mutual Fund manages ₹28,098Cr (April - June 2026, ex-FoF), ranking #27 of 55 fund houses with 0.3% of industry AUM — from AMFI's fund-wise quarterly disclosure.
How many mutual fund schemes does Union Mutual Fund offer?
WealthTicker tracks 151 Union scheme variants (each plan and option counted separately) across 28 sub-categories, with returns and risk metrics computed from AMFI NAV history.
Which is the best Union fund right now?
Union Innovation & Opportunities Fund currently leads Union's lineup by 3-year CAGR at +17.69%. Rankings move with NAVs — past returns don't guarantee future performance.
NAV data as of 05 Oct 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.