Union Mutual Fund
AUM
₹ 20,144 cr
AMC Age
15 Years
No. Of Schemes
64
Union Mutual Funds aims to be a trusted partner for investors and distributors by promoting responsible investing. Backed by Union Bank’s vast client base, the AMC offers a variety of equity, debt, hybrid, and solution-oriented funds.
Calculate Returns on Union Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ 141
Total Value
₹ 1341
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
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per annum
About Union Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Established in 2009, Union Mutual Fund is a trusted asset management company backed by the Union Bank of India, one of the country’s leading public sector banks. With a strong commitment to responsible investing, the fund house aims to deliver sustainable long-term value to its investors
Key Features
- Union Mutual Fund offers a wide range of mutual fund schemes, including equity, debt, hybrid, and solution-oriented funds.
- With the support of Union Bank of India's extensive branch network, the fund house ensures easy access and personalised services for investors nationwide.
- The fund house remains committed to fostering sustainable growth for investors by adhering to responsible investment practices in capital markets.
- As a joint venture between Union Bank of India and Dai-ichi Life Holdings, Inc., Union Mutual Fund benefits from the financial stability and expertise of its established sponsors.
Documents Required
To invest in Union Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Union Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Union Mutual Fund Managers
Mr. Anindya Sarkar
Mr. Devesh Thacker
Mr. Gaurav Chopra
Mr. Pratik Dharmshi
Mr. Shrenuj Parekh
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Union Mutual Fund FAQs
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