Union Asset Management Company Private Limited
AUM
18874.86 Cr
AMC Age
16 years
No. of Funds
29
About Union Asset Management Company Private Limited
Union Mutual Fund was registered with SEBI in November 2016. It is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Union Bank of India is an Indian public sector bank. Dai-ichi Life is a Japan-based financial services company engaged in insurance and asset management businesses. <br>The AMC was started as a partnership between Union Bank and KBC Participations Renta, a 100% subsidiary of KBC Asset Management NV. At that time, the fund house was Union KBC Mutual Fund. In 2016, the Union Bank of India bought the shares with KBC Asset Management, and the name was changed to Union Mutual Fund. Later in 2018, Dai-ichi Life invested in the fund house to the extent of 39.62%. <br>As of Sep 30, 2024, the fund house's assets under management (AUM) stood at Rs 19,030.97 crores, accounting for 0.28% of the mutual fund industry's total AUM.
Top Union Asset Management Company Private Limited Mutual Funds
Union Midcap Fund Direct Growth
Equity Mid Cap •
Fund Size
₹1350.50 Cr
3-Yr Return
21.80%
Union Small Cap Fund Direct Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
20.17%
Union Value Discovery Fund Direct Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
20.06%
Union Small Cap Fund Regular Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
18.80%
Union Value Discovery Fund Regular Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
18.79%
Union Asset Management Company Private Limited Mutual Funds Returns Calculator
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
- PAN Card (Mandatory)
- Voter ID Card
- Driving License
- Passport
- Aadhaar Card
- Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
- Voter ID Card
- Driving License
- Passport
- Ration Card
- Aadhaar Card
- Bank account statement or bank passbook
- Utility bills like electricity or gas bills
For any query regarding any schemes offered by 360 ONE Mutual Fund, please contact at the following address:
Union Asset Management Company Private Limited equity Mutual Funds
Union Asset Management Company Private Limited Equity Funds invest your money in Equity and Equity related instruments.
Union Large & Midcap Fund Regular Growth
Equity Large & Mid Cap •
Fund Size
₹833.86 Cr
3-Yr Return
16.38%
Union Largecap Fund Regular Growth
Equity Large Cap •
Fund Size
₹433.40 Cr
3-Yr Return
13.01%
Union Largecap Fund Direct Growth
Equity Large Cap •
Fund Size
₹433.40 Cr
3-Yr Return
14.00%
Union Focused Fund Regular Growth
Equity Focused •
Fund Size
₹415.68 Cr
3-Yr Return
13.52%
Union Large & Midcap Fund Direct Growth
Equity Large & Mid Cap •
Fund Size
₹833.86 Cr
3-Yr Return
17.97%
Union Value Discovery Fund Regular Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
18.79%
Union Midcap Fund Direct Growth
Equity Mid Cap •
Fund Size
₹1350.50 Cr
3-Yr Return
21.80%
Union Small Cap Fund Direct Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
20.17%
Union Long Term Equity Fund Growth
Equity Tax Saving •
Fund Size
₹930.85 Cr
3-Yr Return
16.20%
Union Long Term Equity Fund Growth Option Direct Plan
Equity Tax Saving •
Fund Size
₹930.85 Cr
3-Yr Return
17.25%
Union Multi Cap Fund Growth
Equity Flexi Cap •
Fund Size
₹2233.82 Cr
3-Yr Return
15.84%
Union Value Discovery Fund Direct Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
20.06%
Union Small Cap Fund Regular Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
18.80%
Union Multi Cap Fund Growth Option Direct Plan
Equity Flexi Cap •
Fund Size
₹2233.82 Cr
3-Yr Return
17.18%
Union Asset Management Company Private Limited debt Mutual Funds
Union Asset Management Company Private Limited Debt Funds invest in fixed income securities like government bonds, corporate bonds, and money market instruments.
Union Corporate Bond Fund Direct Growth
Debt Corporate Bond •
Fund Size
₹279.48 Cr
3-Yr Return
7.51%
Union Arbitrage Fund Direct Growth
Debt Arbitrage •
Fund Size
₹245.03 Cr
3-Yr Return
7.47%
Union Dynamic Bond Fund Growth Option Direct Plan
Debt Dynamic Bond •
Fund Size
₹79.52 Cr
3-Yr Return
6.55%
Union Overnight Fund Regular Growth
Debt Overnight •
Fund Size
₹371.73 Cr
3-Yr Return
6.35%
Union Liquid Fund Growth Option Direct Plan
Debt Liquid •
Fund Size
₹5349.95 Cr
3-Yr Return
7.10%
Union Liquid Growth
Debt Liquid •
Fund Size
₹5349.95 Cr
3-Yr Return
7.00%
Union Money Market Fund Direct Growth
Debt Money Market •
Fund Size
₹173.97 Cr
3-Yr Return
7.24%
Union Corporate Bond Fund Regular Growth
Debt Corporate Bond •
Fund Size
₹279.48 Cr
3-Yr Return
7.19%
Union Medium Duration Fund Direct Growth
Debt Medium Term •
Fund Size
₹84.37 Cr
3-Yr Return
5.58%
Union Asset Management Company Private Limited hybrid Mutual Funds
Union Asset Management Company Private Limited Hybrid Funds invest in a mix of equity and debt instruments to provide balanced returns.
Union Balanced Advantage Fund Direct Growth
Hybrid Dynamic Asset Allocation Or Balanced Advantage •
Fund Size
₹1462.37 Cr
3-Yr Return
11.65%
Union Equity Savings Fund Regular Growth
Hybrid Equity Savings •
Fund Size
₹135.43 Cr
3-Yr Return
8.30%
Union Equity Savings Fund Direct Growth
Hybrid Equity Savings •
Fund Size
₹135.43 Cr
3-Yr Return
8.84%
Union Hybrid Equity Fund Direct Growth
Hybrid Aggressive Hybrid •
Fund Size
₹630.99 Cr
3-Yr Return
14.68%
Union Balanced Advantage Fund Regular Growth
Hybrid Dynamic Asset Allocation Or Balanced Advantage •
Fund Size
₹1462.37 Cr
3-Yr Return
10.34%
Union Hybrid Equity Fund Regula
Hybrid Aggressive Hybrid •
Fund Size
₹630.99 Cr
3-Yr Return
13.40%
Union Asset Management Company Private Limited international-equity Mutual Funds
Union Asset Management Company Private Limited Debt Funds invest in fixed income securities like government bonds, corporate bonds, and money market instruments.
Union Asset Management Company Private Limited others Mutual Funds
Union Asset Management Company Private Limited other Funds invest in categories not belonging to equity, debt, hybrid, or international equity.
Union Asset Management Company Private Limited all Mutual Funds
Complete list of all mutual fund schemes offered by Union Asset Management Company Private Limited Asset Management.
Union Balanced Advantage Fund Direct Growth
Hybrid Dynamic Asset Allocation Or Balanced Advantage •
Fund Size
₹1462.37 Cr
3-Yr Return
11.65%
Union Large & Midcap Fund Regular Growth
Equity Large & Mid Cap •
Fund Size
₹833.86 Cr
3-Yr Return
16.38%
Union Equity Savings Fund Regular Growth
Hybrid Equity Savings •
Fund Size
₹135.43 Cr
3-Yr Return
8.30%
Union Corporate Bond Fund Direct Growth
Debt Corporate Bond •
Fund Size
₹279.48 Cr
3-Yr Return
7.51%
Union Arbitrage Fund Direct Growth
Debt Arbitrage •
Fund Size
₹245.03 Cr
3-Yr Return
7.47%
Union Largecap Fund Regular Growth
Equity Large Cap •
Fund Size
₹433.40 Cr
3-Yr Return
13.01%
Union Largecap Fund Direct Growth
Equity Large Cap •
Fund Size
₹433.40 Cr
3-Yr Return
14.00%
Union Focused Fund Regular Growth
Equity Focused •
Fund Size
₹415.68 Cr
3-Yr Return
13.52%
Union Equity Savings Fund Direct Growth
Hybrid Equity Savings •
Fund Size
₹135.43 Cr
3-Yr Return
8.84%
Union Large & Midcap Fund Direct Growth
Equity Large & Mid Cap •
Fund Size
₹833.86 Cr
3-Yr Return
17.97%
Union Dynamic Bond Fund Growth Option Direct Plan
Debt Dynamic Bond •
Fund Size
₹79.52 Cr
3-Yr Return
6.55%
Union Value Discovery Fund Regular Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
18.79%
Union Midcap Fund Direct Growth
Equity Mid Cap •
Fund Size
₹1350.50 Cr
3-Yr Return
21.80%
Union Small Cap Fund Direct Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
20.17%
Union Long Term Equity Fund Growth
Equity Tax Saving •
Fund Size
₹930.85 Cr
3-Yr Return
16.20%
Union Long Term Equity Fund Growth Option Direct Plan
Equity Tax Saving •
Fund Size
₹930.85 Cr
3-Yr Return
17.25%
Union Multi Cap Fund Growth
Equity Flexi Cap •
Fund Size
₹2233.82 Cr
3-Yr Return
15.84%
Union Overnight Fund Regular Growth
Debt Overnight •
Fund Size
₹371.73 Cr
3-Yr Return
6.35%
Union Liquid Fund Growth Option Direct Plan
Debt Liquid •
Fund Size
₹5349.95 Cr
3-Yr Return
7.10%
Union Liquid Growth
Debt Liquid •
Fund Size
₹5349.95 Cr
3-Yr Return
7.00%
Union Money Market Fund Direct Growth
Debt Money Market •
Fund Size
₹173.97 Cr
3-Yr Return
7.24%
Union Hybrid Equity Fund Direct Growth
Hybrid Aggressive Hybrid •
Fund Size
₹630.99 Cr
3-Yr Return
14.68%
Union Corporate Bond Fund Regular Growth
Debt Corporate Bond •
Fund Size
₹279.48 Cr
3-Yr Return
7.19%
Union Balanced Advantage Fund Regular Growth
Hybrid Dynamic Asset Allocation Or Balanced Advantage •
Fund Size
₹1462.37 Cr
3-Yr Return
10.34%
Union Value Discovery Fund Direct Growth
Equity Value •
Fund Size
₹294.54 Cr
3-Yr Return
20.06%
Union Medium Duration Fund Direct Growth
Debt Medium Term •
Fund Size
₹84.37 Cr
3-Yr Return
5.58%
Union Small Cap Fund Regular Growth
Equity Small Cap •
Fund Size
₹1628.49 Cr
3-Yr Return
18.80%
Union Hybrid Equity Fund Regula
Hybrid Aggressive Hybrid •
Fund Size
₹630.99 Cr
3-Yr Return
13.40%
Union Multi Cap Fund Growth Option Direct Plan
Equity Flexi Cap •
Fund Size
₹2233.82 Cr
3-Yr Return
17.18%