Home > Mutual Funds > Fund Houses > Union Mutual Fund

Union Mutual Fund funds

Fundwise SIP and SWP returns


Rolling SIP returns
Fund Any 1Y SIPAny 3Y SIPAny 5Y SIP
Union Flexi Cap Fund13.45%12.98%15.18%
Union Diversified Equity All Cap Active FOF0%0%0%
Union Short Duration Fund0%0%0%
Union Childrens Fund8.3%0%0%
Union Business Cycle Fund3.39%0%0%
Union Liquid Fund7.03%5.65%5.59%
Union Low Duration Fund0%0%0%
Union Overnight Fund5.0%5.68%5.74%
Union Dynamic Bond Fund6.81%7.0%6.3%
Union Aggressive Hybrid Fund11.11%16.05%13.29%
Union Active Momentum Fund0%0%0%
Union Focused Fund17.92%16.13%18.24%
Union Innovation Opportunities Fund9.6%0%0%
Union Gold ETF Fund Of Fund0%0%0%
Union Income Plus Arbitrage Active FOF0%0%0%
Union ELSS Tax Saver Fund13.31%12.73%15.32%
Union Small Cap Fund12.87%20.11%22.65%
Union Gold ETF0%0%0%
Union Money Market Fund7.23%7.19%7.13%
Union Midcap Fund22.96%23.11%22.45%
Union Arbitrage Fund6.18%6.11%6.58%
Union Retirement Fund25.24%16.82%0%
Union Multi Asset Allocation Fund20.99%0%0%
Union Multicap Fund24.1%0%0%
Union Balanced Advantage Fund9.76%12.4%11.6%
Union Corporate Bond Fund6.45%5.82%5.23%
Union Large Midcap Fund21.6%18.18%21.7%
Union Largecap Fund9.83%16.24%16.48%
Union Equity Savings Fund8.98%8.42%8.21%
Union Gilt Fund8.12%6.35%0%
Union Value Fund17.81%21.1%21.08%

Rolling SWP returns
Fund Any 1Y SWPAny 3Y SWPAny 5Y SWP
Union Flexi Cap Fund10.11%13.12%12.26%
Union Diversified Equity All Cap Active FOF0%0%0%
Union Short Duration Fund0%0%0%
Union Childrens Fund18.06%0%0%
Union Business Cycle Fund-5.37%0%0%
Union Liquid Fund7.13%5.91%5.65%
Union Low Duration Fund0%0%0%
Union Overnight Fund4.89%4.1%4.0%
Union Dynamic Bond Fund7.0%6.83%6.8%
Union Aggressive Hybrid Fund14.89%12.65%13.41%
Union Active Momentum Fund0%0%0%
Union Focused Fund15.9%17.23%18.38%
Union Innovation Opportunities Fund37.09%0%0%
Union Gold ETF Fund Of Fund0%0%0%
Union Income Plus Arbitrage Active FOF0%0%0%
Union ELSS Tax Saver Fund10.28%12.77%11.33%
Union Small Cap Fund8.89%12.49%9.52%
Union Gold ETF0%0%0%
Union Money Market Fund7.12%6.16%5.61%
Union Midcap Fund33.57%23.51%28.82%
Union Arbitrage Fund6.02%4.91%4.87%
Union Retirement Fund26.5%21.63%0%
Union Multi Asset Allocation Fund3.01%0%0%
Union Multicap Fund32.71%0%0%
Union Balanced Advantage Fund8.39%11.53%11.86%
Union Corporate Bond Fund6.29%6.09%5.79%
Union Large Midcap Fund25.0%19.02%20.96%
Union Largecap Fund7.22%11.17%12.33%
Union Equity Savings Fund7.88%8.29%8.19%
Union Gilt Fund8.23%7.79%0%
Union Value Fund16.36%17.31%18.01%

SIP and SWP returns with step-up


Rolling SIP returns with 10% step-up
Fund Any 1Y SIPAny 3Y Step-up SIPAny 5Y Step-up SIP
Union Flexi Cap Fund13.45%12.91%16.39%
Union Diversified Equity All Cap Active FOF0%0%0%
Union Short Duration Fund0%0%0%
Union Childrens Fund8.3%0%0%
Union Business Cycle Fund3.39%0%0%
Union Liquid Fund7.03%5.69%5.55%
Union Low Duration Fund0%0%0%
Union Overnight Fund5.0%5.72%5.8%
Union Dynamic Bond Fund6.81%7.01%5.93%
Union Aggressive Hybrid Fund11.11%16.17%0%
Union Active Momentum Fund0%0%0%
Union Focused Fund17.92%16.23%14.89%
Union Innovation Opportunities Fund9.6%0%0%
Union Gold ETF Fund Of Fund0%0%0%
Union Income Plus Arbitrage Active FOF0%0%0%
Union ELSS Tax Saver Fund13.31%12.58%16.41%
Union Small Cap Fund12.87%19.89%23.09%
Union Gold ETF0%0%0%
Union Money Market Fund7.23%7.2%0%
Union Midcap Fund22.96%23.0%21.96%
Union Arbitrage Fund6.18%6.15%6.66%
Union Retirement Fund25.24%16.6%0%
Union Multi Asset Allocation Fund20.99%0%0%
Union Multicap Fund24.1%0%0%
Union Balanced Advantage Fund9.76%12.4%11.43%
Union Corporate Bond Fund6.45%5.8%6.06%
Union Large Midcap Fund21.6%18.13%17.39%
Union Largecap Fund9.83%16.21%14.84%
Union Equity Savings Fund8.98%8.38%8.8%
Union Gilt Fund8.12%6.27%0%
Union Value Fund17.81%21.04%24.03%

Rolling SWP returns with 10% step-up
Fund Any 1Y SWPAny 3Y Step-up SWPAny 5Y Step-up SWP
Union Flexi Cap Fund10.11%13.41%11.77%
Union Diversified Equity All Cap Active FOF0%0%0%
Union Short Duration Fund0%0%0%
Union Childrens Fund18.06%0%0%
Union Business Cycle Fund-5.37%0%0%
Union Liquid Fund7.13%5.88%5.57%
Union Low Duration Fund0%0%0%
Union Overnight Fund4.89%4.12%4.12%
Union Dynamic Bond Fund7.0%6.79%7.18%
Union Aggressive Hybrid Fund14.89%12.68%0%
Union Active Momentum Fund0%0%0%
Union Focused Fund15.9%17.43%22.67%
Union Innovation Opportunities Fund37.09%0%0%
Union Gold ETF Fund Of Fund0%0%0%
Union Income Plus Arbitrage Active FOF0%0%0%
Union ELSS Tax Saver Fund10.28%12.96%10.83%
Union Small Cap Fund8.89%12.48%8.6%
Union Gold ETF0%0%0%
Union Money Market Fund7.12%6.19%0%
Union Midcap Fund33.57%23.37%42.32%
Union Arbitrage Fund6.02%4.91%5.03%
Union Retirement Fund26.5%21.69%0%
Union Multi Asset Allocation Fund3.01%0%0%
Union Multicap Fund32.71%0%0%
Union Balanced Advantage Fund8.39%11.65%12.4%
Union Corporate Bond Fund6.29%6.1%6.08%
Union Large Midcap Fund25.0%19.07%27.56%
Union Largecap Fund7.22%11.47%12.24%
Union Equity Savings Fund7.88%8.4%8.48%
Union Gilt Fund8.23%7.82%0%
Union Value Fund16.36%17.56%19.43%

Note:N.A. in returns indicate that the fund does not have sufficient history.

Explore All Funds Belonging to different AMCs

Aditya Birla Sun Life Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund DSP Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund HDFC Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund quant Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund JM Financial Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 02-Nov-2025.

What's next? You can join the Arthgyaan WhatsApp community

You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.

For resident Indians 🇮🇳:


For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬:

Use this button to add arthgyaan.com as a preferred source of personal finance on Google

Click to add arthgyaan as a Google preferred source
To understand how this article can help you:

If you have a comment or question about this article

The following button will open a form with the link of this page populated for context:

If you liked this article, please leave us a rating

The following button will take you to Trustpilot:

Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator

Latest articles:

Topics you will like:

Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (36) Case Study (7) Children (22) Choosing Investments (40) FAQ (20) FIRE (19) Fixed Deposit (10) Free Planning Tool (16) Gold (29) Health Insurance (8) House Purchase (43) Index Funds (1) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (28) Mutual Funds (86) NPS (17) NRI (43) News (38) Pension (11) Portfolio Construction (61) Portfolio Review (32) Reader Questions (9) Real Estate (16) Research (6) Retirement (44) Return to India (8) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (5) Set Goals (28) Step by step (15) Stock Investing (5) Tax (106)

Next steps:

1. Email me with any questions.

2. Use our goal-based investing template to prepare a financial plan for yourself.

Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.

Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.

More posts...

Disclaimer: Content on this site is for educational purpose only and is not financial advice. Nothing on this site should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.

This post titled Best Union Mutual Funds in 2025 first appeared on at https://arthgyaan.com


We are currently at 561 posts and growing fast. Search this site:
Copyright © 2021-2025 Arthgyaan.com. All rights reserved.