| Sr. No. | Fund Name | 1 Y | Launch | Age | Expense | AUM |
| % | % | Rs Cr. | ||||
| 1 | Union Active Momentum Fund | 6.73 | 2024-12-19 | 1Y 4M | 0.99 | 390 |
| 2 | Union Business Cycle Fund | 8.87 | 2024-03-05 | 2Y 1M | 1.93 | 456 |
| 3 | Union Children’s Fund | 8.64 | 2023-12-19 | 2Y 4M | 1.16 | 75 |
| 4 | Union Consumption Fund | — | 2025-12-22 | 0Y 3M | 0.95 | 286 |
| 5 | Union Diversified Equity All Cap Active FoF | — | 2025-09-22 | 0Y 6M | 0.47 | 168 |
| 6 | Union ELSS Tax Saver Fund | 7.16 | 2013-01-01 | 13Y 3M | 1.39 | 772 |
| 7 | Union Flexi Cap Fund | 6.18 | 2013-01-01 | 13Y 3M | 1.00 | 2,079 |
| 8 | Union Focused Fund | 10.60 | 2019-08-05 | 6Y 8M | 1.55 | 378 |
| 9 | Union Innovation & Opportunities Fund | 10.36 | 2023-09-06 | 2Y 7M | 0.87 | 972 |
| 10 | Union Largecap Fund | 4.14 | 2017-05-11 | 8Y 11M | 1.75 | 403 |
| 11 | Union Large & Midcap Fund | 10.61 | 2019-12-06 | 6Y 4M | 1.08 | 833 |
| 12 | Union Midcap Fund | 16.42 | 2020-03-23 | 6Y 0M | 0.83 | 1,498 |
| 13 | Union Multicap Fund | 11.92 | 2022-12-19 | 3Y 4M | 1.06 | 1,184 |
| 14 | Union Retirement Fund | 11.67 | 2022-09-22 | 3Y 6M | 1.16 | 177 |
| 15 | Union Small Cap Fund | 19.12 | 2014-06-10 | 11Y 10M | 1.08 | 1,666 |
| 16 | Union Value Fund | 10.16 | 2018-12-05 | 7Y 4M | 1.23 | 337 |
| 17 | Union Aggressive Hybrid Fund | 7.23 | 2020-12-18 | 5Y 4M | 1.34 | 652 |
| 18 | Union Arbitrage Fund | 6.27 | 2019-02-20 | 7Y 2M | 0.37 | 241 |
| 19 | Union Balanced Advantage Fund | 5.18 | 2017-12-29 | 8Y 3M | 1.11 | 1,192 |
| 20 | Union Equity Savings Fund | 4.58 | 2018-08-09 | 7Y 8M | 1.53 | 138 |
| 21 | Union Income Plus Arbitrage Active FoF | — | 2025-06-12 | 0Y 10M | 0.13 | 70 |
| 22 | Union Multi Asset Allocation Fund | 19.22 | 2024-09-10 | 1Y 7M | 1.15 | 888 |
| Debt Fund Name | 1 Y | Launch | Age | Expense | AUM | |
| % | % | Rs Cr. | ||||
| 23 | Union Corporate Bond Fund | 5.06 | 2018-05-25 | 7Y 10M | 0.41 | 546 |
| 24 | Union Dynamic Bond Fund | -0.68 | 2013-01-01 | 13Y 3M | 1.27 | 92 |
| 25 | Union Gilt Fund | -1.66 | 2022-08-08 | 3Y 8M | 0.65 | 91 |
| 26 | Union Liquid Fund | 6.37 | 2013-01-01 | 13Y 3M | 0.07 | 5,756 |
| 27 | Union Low Duration Fund | — | 2025-07-16 | 0Y 9M | 0.25 | 820 |
| 28 | Union Money Market Fund | 6.72 | 2021-08-26 | 4Y 7M | 0.16 | 683 |
| 29 | Union Overnight Fund | 5.43 | 2019-03-27 | 7Y 0M | 0.06 | 398 |
| 30 | Union Short Duration Fund | 5.56 | 2025-01-31 | 1Y 2M | 0.32 | 98 |
| 31 | Union Gold ETF | 57.02 | 2025-02-18 | 1Y 2M | 0.54 | 312 |
| 32 | Union Gold ETF FoF | 55.26 | 2025-02-28 | 1Y 1M | 0.29 | 158 |
Union Mutual Fund offers a broad mix of equity, hybrid, debt and gold schemes, with notable strength in emerging growth categories. Among equity funds, Union Multi Asset Allocation Fund delivered 19.22% 1-year return, while Union Small Cap Fund gained 19.12% and Union Midcap Fund returned 16.42%, highlighting strong performance in broader market segments.
For diversified investors, Union Multicap Fund returned 11.92%, Union Large & Midcap Fund delivered 10.61%, and Union Flexi Cap Fund manages sizeable AUM of Rs.2,079 Cr. Hybrid options like Union Balanced Advantage Fund also provide balanced exposure.
In debt, Union Liquid Fund with Rs.5,756 Cr AUM remains the flagship treasury product, while Union Money Market Fund delivered 6.72%. Commodity investors can note Union Gold ETF rising 57.02% in one year.
Sahifund View: Union Mutual Fund appears strongest in small cap, midcap and multi-asset strategies. Suitable for investors seeking growth-oriented diversified exposure, while liquid and money market funds suit conservative allocation needs.
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