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 Small Cap Fund | ★☆☆☆☆ | +23.3% | +20.0% | +19.2% | 1.12% | ₹2,027Cr |
| 2 | Union Midcap Fund | ★★★☆☆ | +12.2% | +19.7% | +17.8% | 1.13% | ₹1,736Cr |
| 3 | Union Multicap Fund | ★★★☆☆ | +12.9% | +17.4% | — | 1.45% | ₹1,340Cr |
| 4 | Union Retirement Fund | ★★★★☆ | +8.4% | +15.5% | — | 1.39% | ₹197.16Cr |
| 5 | Union Large & Midcap Fund | ★★★☆☆ | +7.8% | +15.1% | +14.1% | 1.29% | ₹982.67Cr |
| 6 | Union Value Fund | ★★★☆☆ | +4.6% | +14.6% | +14.6% | 1.58% | ₹374.67Cr |
| 7 | Union Focused Fund | ★★☆☆☆ | +9.9% | +13.5% | +11.7% | 1.61% | ₹421.41Cr |
| 8 | Union Flexi Cap Fund | ★★☆☆☆ | +5.2% | +13.3% | +12.3% | 1.57% | ₹2,288Cr |
| 9 | Union ELSS Tax Saver Fund Fund | ★☆☆☆☆ | +3.0% | +12.8% | +12.5% | 1.73% | ₹836.87Cr |
| 10 | Union Aggressive Hybrid Fund | ★★☆☆☆ | +5.2% | +12.3% | +10.6% | 1.66% | ₹707.94Cr |
| 11 | Union Largecap Fund | ★☆☆☆☆ | +0.2% | +10.0% | +9.4% | 1.68% | ₹436.06Cr |
| 12 | Union Balanced Advantage Fund | ★★☆☆☆ | +3.3% | +9.6% | +8.5% | 1.46% | ₹1,231Cr |
| 13 | Union Equity Savings Fund | ★☆☆☆☆ | +4.2% | +7.6% | +6.7% | 2.14% | ₹141.08Cr |
| 14 | Union Arbitrage Fund | ★★☆☆☆ | +6.5% | +7.3% | +6.5% | 1.52% | ₹243.13Cr |
| 15 | Union Money Market Fund | ★★☆☆☆ | +6.7% | +7.2% | +6.4% | 0.18% | ₹997.67Cr |
Categories Union competes in
Fund managers
12From the statutory Scheme Information Documents — see the full directory on the Managers 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 MF's Saurabh Jain joins Ashika Group as CEO of mutual fund business
Moneycontrol.com · 9h ago
Baroda BNP Paribas Asset Management appoints Madhu Nair as CEO
Exchange4Media · 7d ago
Madhu Nair succeeds Sanjay Kumar Grover as Baroda BNP Paribas Mutual Fund CEO
bestmediainfo.com · 7d ago
Madhu Nair joins Baroda BNP Paribas Mutual Fund as CEO
Moneycontrol.com · 7d ago
Baroda BNP Paribas Mutual Fund appoints Madhu Nair as Chief Executive Officer
Adgully.com · 7d ago
Union Gold ETF Fund of Fund
CNBC TV18 · 9d ago
Union Largecap Fund
CNBC TV18 · 9d ago
Union Value Fund - Direct Plan
CNBC TV18 · 9d ago
Fund houses nearby in AUM
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 Small Cap Fund currently leads Union's lineup by 3-year CAGR at +20.04%. Rankings move with NAVs — past returns don't guarantee future performance.
NAV data as of 20 Aug 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.