Fund house overviewUnion
Mutual Fund.
Union Mutual Fund is sponsored by Union Bank of India, and was branded Union KBC until its Belgian joint-venture partner exited. It runs a small equity, hybrid and debt line-up.
Union Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
Union mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| Union Liquid Fund - Direct Plan - Growth OptionDirectLiquid Fund · Debt | ₹7,522 Cr | ₹2,753.7564 | 0.07% | +6.5% | +7.0% |
| Union Liquid Fund - Regular Plan - Growth OptionRegularLiquid Fund · Debt | ₹7,522 Cr | ₹2,717.0684 | 0.17% | +6.4% | +6.9% |
| Union Small Cap Fund - Direct Plan - Growth OptionDirectSmall Cap Fund · Equity | ₹2,544 Cr | ₹65.70 | 1.07% | +20.2% | +16.8% |
| Union Small Cap Fund - Regular Plan - Growth OptionRegularSmall Cap Fund · Equity | ₹2,544 Cr | ₹58.69 | 2.17% | +18.9% | +15.5% |
| Union Flexi Cap Fund - Direct Plan - Growth OptionDirectFlexi Cap Fund · Equity | ₹2,404 Cr | ₹56.92 | 1.50% | -1.3% | +10.5% |
| Union Flexi Cap Fund - Regular Plan - Growth OptionRegularFlexi Cap Fund · Equity | ₹2,404 Cr | ₹50.46 | 2.55% | -2.3% | +9.3% |
| Union Midcap Fund - Direct Plan - Growth OptionDirectMid Cap Fund · Equity | ₹1,933 Cr | ₹54.47 | 1.09% | +4.0% | +15.9% |
| Union Midcap Fund - Regular Plan - Growth OptionRegularMid Cap Fund · Equity | ₹1,933 Cr | ₹49.80 | 2.39% | +2.7% | +14.3% |
| Union Multicap Fund - Direct Plan - Growth OptionDirectMulti Cap Fund · Equity | ₹1,503 Cr | ₹17.68 | 1.37% | +6.2% | +14.3% |
| Union Multicap Fund - Regular Plan - Growth OptionRegularMulti Cap Fund · Equity | ₹1,503 Cr | ₹16.85 | 2.54% | +5.0% | +12.9% |
Compare funds at a glance
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NAV is a unit price, not a performance measure; schemes with different mandates need separate suitability checks.
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Key information about Union Mutual Fund
| Mutual fund name | Union Mutual Fund |
|---|---|
| Asset management company | Union Mutual Fund |
| Mutual fund setup date | 14 December 2011 |
| Sponsor | Union Bank of India |
| Trustee organisation | Union Trustee Company Private Limited |
| Managing director | Vinay Paharia |
| SEBI registration | MF/072/11/07 |
| Mutual fund AUM | About ₹0.24 lakh Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in Union Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in Union MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
Union Mutual Fund customer care
Top Union Mutual Fund managers
Key fund managers managing schemes under Union.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from Union's official website and AMFI registered data. The fund table covers 151 schemes listed under Union Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
Union reports about ₹0.24 lakh Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (14 December 2011), sponsor, SEBI registration (MF/072/11/07) follow AMFI member records. Contact details come from Union's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.