Union Mutual Fund is sponsored by Union Bank of India and is therefore a trusted brand for investors. Union Mutual Fund visions to obtain prosperity by responsibly investing in the capital market. Their aim is to provide the right client, the right product at the right time. The asset management company aims at understanding the investor needs better and customizes products in a way that will be beneficial to them. It believes in creating an investment platform which is sustainable for the long-term and helps investors to create wealth systematically. The fund house provides various mutual funds across different market capitalization and categories, in order to appeal to investors with various needs. Union Mutual Fund targets to give its investors a brilliant investing experience and choose mutual fund as an instrument for the long haul.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Union Multi Cap Fund Direct Plan | Multi-Cap | Moderately High | 10.77 | 254.17 |
Union Tax Saver Scheme Direct Plan | ELSS (Tax Savings) | Moderately High | 9.57 | 247.71 |
Union Dynamic Bond Fund Direct Plan | Dynamic Bond | Moderate | 6.73 | 156.19 |
Union Asset Allocation Fund Direct Plan | Multi Asset Allocation | Moderately High | 6.16 | 44.6 |
Union Liquid Fund Direct Plan | Liquid | Low | 5.8 | 781.98 |
Union Short Term Fund Direct Plan | Short Duration | Moderately Low | 5.26 | 20.71 |
Union Small Cap Fund Direct | Small-Cap | Moderately High | 4.35 | 329.54 |
Union KBC Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Union KBC Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Union Tax Saver Scheme Direct Plan | ELSS (Tax Savings) | Moderately High | 9.57 | 247.71 |
Union Multi Cap Fund Direct Plan | Multi-Cap | Moderately High | 10.77 | 254.17 |
Union Balanced Advantage Fund Direct | Dynamic Asset Allocation | Moderately High | -1000 | 549.75 |
Union KBC Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Union Multi Cap Fund Direct Plan | Multi-Cap | Moderately High | 10.77 | 254.17 |
Union Tax Saver Scheme Direct Plan | ELSS (Tax Savings) | Moderately High | 9.57 | 247.71 |
Union Small Cap Fund Direct | Small-Cap | Moderately High | 4.35 | 329.54 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Union Asset Allocation Fund Direct Plan | Multi Asset Allocation | Moderately High | 6.16 | 44.6 |
Union KBC Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Union Dynamic Bond Fund Direct Plan | Dynamic Bond | Moderate | 6.73 | 156.19 |
Union Liquid Fund Direct Plan | Liquid | Low | 5.8 | 781.98 |
Union Short Term Fund Direct Plan | Short Duration | Moderately Low | 5.26 | 20.71 |
Other AMC's