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Union Asset Management Company Private Limited

Union Asset Management Company Private Limited

AUM

18874.86 Cr

AMC Age

15 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

19.27%

Union Value Discovery Fund Direct Growth

Equity Value

Fund Size

294.54 Cr

3-Yr Return

18.76%

Union Value Discovery Fund Regular Growth

Equity Value

Fund Size

294.54 Cr

3-Yr Return

17.55%

Union Small Cap Fund Direct Growth

Equity Small Cap

Fund Size

1628.49 Cr

3-Yr Return

16.64%

Union Multi Cap Fund Growth Option Direct Plan

Equity Flexi Cap

Fund Size

2233.82 Cr

3-Yr Return

16.14%

Union Asset Management Company Private Limited Mutual Funds Returns Calculator

Years
Total Investment₹9,00,000
Profit₹0
Current Value₹9,00,000
AMC Name
Union Asset Management Company Private Limited
Inception Date
30/12/2009
Trustee Organisation
Union Trustee Company Pvt.Ltd.
CEO
Madhukumar Nair
Chief Investment Officer
Harshad Patwardhan
Investors Relations Officer
NA
AUM Updated On
30/09/2024

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:

Registered Address
Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East)
Call us at
(022) 6748 3300
Email
investorcare@unionmf.com