Union Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 26,633.39 Cr
Funds on Anand Rathi
70
AMC Age
17 Yrs
Sorted by 5Y Returns descending
List of Top Union Mutual Fund Schemes
70 records
| Fund Name | |||
|---|---|---|---|
| Union Small Cap Fund (IDCW) | 14.37% | 18.95% | 17.54% |
| Union Small Cap Fund (G) | 14.36% | 18.95% | 17.53% |
| Union Midcap Fund (G) | 7.01% | 18.29% | 17.12% |
| Union Midcap Fund (IDCW) | 7.01% | 18.29% | 17.12% |
| Union Value Fund (G) | -0.15% | 15.05% | 13.74% |
| Union Value Fund (IDCW) | -0.15% | 15.05% | 13.74% |
| Union Large & Midcap Fund (G) | 1.53% | 13.24% | 12.98% |
| Union Large & Midcap Fund (IDCW) | 1.53% | 13.24% | 12.98% |
| Union ELSS Tax Saver Fund - Regular (IDCW) | -1.75% | 11.78% | 12.08% |
| Union ELSS Tax Saver Fund - Regular (G) | -1.75% | 11.78% | 12.07% |
| Union Flexi Cap Fund (G) | -2.27% | 11.90% | 11.43% |
| Union Flexi Cap Fund (IDCW) | -2.27% | 11.90% | 11.43% |
| Union Focused Fund (G) | 5.31% | 12.11% | 11.23% |
| Union Focused Fund (IDCW) | 5.31% | 12.11% | 11.23% |
| Union Aggressive Hybrid Fund (G) | -1.35% | 10.48% | 9.50% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Union Mutual Fund
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. B.Com, Chartered Accountant and CFA (USA) - Level III cleared
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. B.Com, M.B.A
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 B.Sc
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. Bachelors in Commerce from University of Mumbai and Chartered Accountant from ICAI,
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. B.E, PGDM from IIM Bangalore
Key Information of Union Mutual Fund
Union Mutual Fund
AMCFunds Managed
32
Assets Managed
₹ 26,633.39 Cr
Contact Details
Registered Address
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Managing Director
Rajkiran Rai G
Chief Executive Officer
Mr. G. Pradeep Kumar
Compliance Officer
Ms. Padmaja Shirke
How to Invest in Union Mutual Fund with Anand Rathi?
Planning to invest in Union Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Union Mutual Fund: Browse available Union Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Union Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Union Mutual Fund
Investing in Union Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Union Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Union Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Union Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Union Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Union Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Union Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Union Mutual Fund funds.
By investing in Union Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Union Mutual Fund funds.
Unlike anymarket instrument, even Union Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 17 years, reflecting its experience and track record in the mutual fund industry.
Union Mutual Fund manages assets worth ₹26,633.39 crore under its mutual fund business, indicating its scale and investor trust.
Mr. G. Pradeep Kumar is the current Chief Executive Officer of Union Mutual Fund.
Ms. Padmaja Shirke is the current Compliance Officer of Union Mutual Fund.
Union Mutual Fund currently manages 32 Mutual fund schemes.
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