Return
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- 6M
- 1Y
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹587 Cr
Lock In Period
N/A
Expense Ratio
0.74
Benchmark
CRISIL Corporate Bond A-II Index
Exit Load
Nil
Summary
Latest details for Union Corporate Bond Fund Growth include a ₹15.7473 NAV as of Mar 20,2026 and returns since inception of 22.79%. Minimum investments start at SIP ₹500. The Union Corporate Bond Fund Growth AUM is ₹587 Cr, with a lock-in of N/A years, expense ratio of 0.74%, and benchmark CRISIL Corporate Bond A-II Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.05% returns, against a category average of -2.25% and a category best of 2.61%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.05 | -2.25 | 2.61 |
| 6M | 1.85 | -0.39 | 5.14 |
| 1Y | 6.61 | 4.07 | 9.53 |
| 3Y | 7.08 | 13.71 | 26.82 |
Portfolio Analysis
- Equity:
- Debt: 99.69%
- Others
As on: 2026-02-28
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About Fund
Union Corporate Bond Fund Growth managed by Union Mutual Fund,is a Corporate Bondscheme with Assets Under Management of ₹587 Crore. The fund benchmarks its performance against the CRISIL Corporate Bond A-II Index while maintaining an expense ratio of 0.74. Under the expert guidance of Parijat Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Corporate Bond Fund Growth | 1 | 83.63 CR | 1 |
| This FundSundaram Corporate Bond Fund Growth | 2 | 626.56 CR | 0.51 |
| This FundUnion Corporate Bond Fund Growth | 1 | 587.23 CR | 0.74 |
| This FundBaroda BNP Paribas Corporate Bond Fund - Retail Plan Growth | 0 | 366.06 CR | 0.58 |
| This FundICICI Prudential Corporate Bond Fund - Retail Plan Growth | 3 | 19218.31 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Corporate Bond Fund Growth | 6.3406 | 22.1189 |
| This FundSundaram Corporate Bond Fund Growth | 6.523 | 22.3305 |
| This FundUnion Corporate Bond Fund Growth | 6.6101 | 22.7929 |
| This FundBaroda BNP Paribas Corporate Bond Fund - Retail Plan Growth | 7.4965 | 24.8474 |
| This FundICICI Prudential Corporate Bond Fund - Retail Plan Growth | 9.5294 | 25.0229 |
FAQs
Union Corporate Bond Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Union Corporate Bond Fund Growth is 0.74. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Union Corporate Bond Fund Growth’s fund performance is as follows:
- 1 Month : -0.05%
- 6 Months : 1.85%
- 1 Year : 6.61%
- 3 Years : 7.08%
You can invest in Union Corporate Bond Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Union Corporate Bond Fund Growth is ₹587 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Union Corporate Bond Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500