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AUM
18874.86 Cr
AMC Age
15 years
No. of Funds
29
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.
Equity Mid Cap•
Fund Size
₹1350.50 Cr
3-Yr Return
19.27%
Equity Value•
Fund Size
₹294.54 Cr
3-Yr Return
18.76%
Equity Value•
Fund Size
₹294.54 Cr
3-Yr Return
17.55%
Equity Small Cap•
Fund Size
₹1628.49 Cr
3-Yr Return
16.64%
Equity Flexi Cap•
Fund Size
₹2233.82 Cr
3-Yr Return
16.14%
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.
For any query regarding any schemes offered by 360 ONE Mutual Fund, please contact at the following address: