Union Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 28,513.11 Cr
Funds on Anand Rathi
70
AMC Age
17 Yrs
Union Mutual Fund offers investors access to professionally managed investment solutions backed by a blend of domestic banking strength and global financial expertise. With a focus on disciplined investing, risk management, and long-term wealth creation, the fund house provides a diverse range of schemes.
Sorted by 5Y Returns descending
List of Top Union Mutual Fund Schemes
70 records
| Fund Name | |||
|---|---|---|---|
| Union Small Cap Fund (G) | 23.18% | 15.91% | 16.64% |
| Union Small Cap Fund (IDCW) | 23.06% | 15.88% | 16.61% |
| Union Midcap Fund (G) | 8.84% | 14.60% | 14.02% |
| Union Midcap Fund (IDCW) | 8.84% | 14.60% | 14.02% |
| Union Value Fund (G) | 0.50% | 10.38% | 11.57% |
| Union Value Fund (IDCW) | 0.50% | 10.38% | 11.57% |
| Union Large & Midcap Fund (G) | 4.51% | 10.88% | 10.60% |
| Union Large & Midcap Fund (IDCW) | 4.51% | 10.88% | 10.60% |
| Union ELSS Tax Saver Fund - Regular (G) | -0.61% | 9.06% | 9.60% |
| Union ELSS Tax Saver Fund - Regular (IDCW) | -0.60% | 9.06% | 9.60% |
| Union Flexi Cap Fund (G) | 2.36% | 9.83% | 9.35% |
| Union Flexi Cap Fund (IDCW) | 2.29% | 9.80% | 9.33% |
| Union Focused Fund (G) | 6.11% | 10.25% | 9.03% |
| Union Focused Fund (IDCW) | 6.05% | 10.23% | 9.02% |
| Union Aggressive Hybrid Fund (G) | 2.65% | 9.19% | 8.05% |
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 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. Bachelors of Management Studies, Masters in Financial Management, CFA (USA) - Level III cleared
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
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. Master Finance Management
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
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) B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder
Key Information of Union Mutual Fund
Union Mutual Fund
AMCFunds Managed
32
Assets Managed
₹ 28,513.11 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
About Union Mutual Fund
Union Mutual Fund is a prominent player in the Indian asset management space, structured as a joint venture between Union Bank of India, one of the country's largest public sector banks, and Dai-ichi Life Holdings, Inc. of Japan.
Established in 2011, the fund house combines the massive domestic reach and trust of Union Bank with the sophisticated global investment processes and risk management expertise of Dai-ichi Life. Union Mutual Fund has established a strong foothold by focusing on a process-driven investment approach that aims for consistency over short-term spikes.
Advantages of Investing in Union Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Union Mutual Fund for your investments:
- Process-Driven Excellence: Decisions are guided by a standardized, multi-layered research process rather than individual fund manager bias, ensuring consistency across market cycles.
- Public-Global Partnership: Combines the domestic trust and massive network of Union Bank of India with the global investment rigor of Japan's Dai-ichi Life Holdings.
- Focus on Fair Value: Prioritizes companies trading at reasonable valuations relative to their growth, helping investors avoid overinflated market bubbles.
- Robust Risk Management: Implements institutional-grade Japanese risk protocols aimed at limiting downside volatility and protecting investor capital.
- Strong Performance in Mid & Small Caps: Known for identifying emerging businesses early through a rigorous fundamental filter that assesses management quality and capital efficiency.
- Conservative Stability: A disciplined management style that focuses on steady wealth creation, making it a reliable choice for long-term and risk-averse investors.
- Goal-Centric Products: Offers a wide range of specialized solutions, including tax-saving (ELSS), retirement-focused, and dynamic asset allocation funds.
How to Invest in Union Mutual Fund with Anand Rathi?
Planning to invest in the 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 Funds 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 investments.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 the 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 a 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).
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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
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.
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.
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.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Union Mutual Fund funds.
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 ₹28,513.11 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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