Union Mutual Fund

Q: How to Calculate Union Mutual Fund SIP?

Use our Union Mutual Fund SIP Calculator and Union Mutual Fund Lumpsum Calculator to estimate your returns based on your investment amount, duration, and expected rate of return.

Scheme Name		Min. Invest	AUM (In Cr)
Union Innovation & Opportunities Fund - Dir (G) Sectoral / Thematic \| Equity	11.98%	₹1,000	₹872.62	Invest
Union Gilt Fund - Direct (G) Gilt Fund \| Debt	8.13%	₹1,000	₹113.83	Invest
Union Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	7.90%	₹1,000	₹228.83	Invest
Union Money Market Fund - Direct (G) Money Market Fund \| Debt	7.50%	₹5,000	₹175.97	Invest
Union Liquid Fund - Direct (G) Liquid Fund \| Debt	7.44%	₹5,000	₹4,740.94	Invest
Union Overnight Fund - Direct (G) Overnight Fund \| Debt	6.69%	₹5,000	₹247.06	Invest
Union Midcap Fund - Direct (G) Mid Cap Fund \| Equity	5.69%	₹1,000	₹1,301.20	Invest
Union Multicap Fund - Direct (G) Multi Cap Fund \| Equity	5.27%	₹1,000	₹1,041.57	Invest
Union Equity Savings Fund - Direct (G) Equity Savings \| Hybrid	4.66%	₹1,000	₹134.86	Invest
Union Retirement Fund - Direct (G) Retirement Fund \| Solution Oriented	4.66%	₹1,000	₹151.86	Invest
Union Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	4.41%	₹1,000	₹611.21	Invest
Union Large & Midcap Fund - Direct (G) Large & Mid Cap Fund \| Equity	4.35%	₹1,000	₹805.40	Invest
Union Balanced Advantage Fund - Direct (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	3.93%	₹1,000	₹1,382.66	Invest
Union ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	2.77%	₹500	₹863.07	Invest
Union Focused Fund - Direct (G) Focused Fund \| Equity	2.54%	₹1,000	₹396.50	Invest
Union Value Fund - Direct (G) Value Fund \| Equity	2.14%	₹1,000	₹288.70	Invest
Union Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	2.03%	₹1,000	₹2,160.03	Invest
Union Largecap Fund - Direct (G) Large Cap Fund \| Equity	1.34%	₹1,000	₹423.44	Invest
Union Small Cap Fund - Direct (G) Small Cap Fund \| Equity	-1.20%	₹1,000	₹1,492.65	Invest
Union Multi Asset Allocation Fund - Direct (G) Multi Asset Allocation \| Hybrid	-2.50%	₹1,000	₹837.62	Invest

Union Innovation & Opportunities Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

11.98%

Min. Invest

₹1,000

AUM

₹872.62 Cr

Union Gilt Fund - Direct (G)

Equity | Gilt Fund

1Y returns

8.13%

Min. Invest

₹1,000

AUM

₹113.83 Cr

Union Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.90%

Min. Invest

₹1,000

AUM

₹228.83 Cr

Union Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

7.50%

Min. Invest

₹5,000

AUM

₹175.97 Cr

Union Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.44%

Min. Invest

₹5,000

AUM

₹4,740.94 Cr

Union Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.69%

Min. Invest

₹5,000

AUM

₹247.06 Cr

Union Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

5.69%

Min. Invest

₹1,000

AUM

₹1,301.20 Cr

Union Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

5.27%

Min. Invest

₹1,000

AUM

₹1,041.57 Cr

Union Equity Savings Fund - Direct (G)

Equity | Equity Savings

1Y returns

4.66%

Min. Invest

₹1,000

AUM

₹134.86 Cr

Union Retirement Fund - Direct (G)

Equity | Retirement Fund

1Y returns

4.66%

Min. Invest

₹1,000

AUM

₹151.86 Cr

Union Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

4.41%

Min. Invest

₹1,000

AUM

₹611.21 Cr

Union Large & Midcap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

4.35%

Min. Invest

₹1,000

AUM

₹805.40 Cr

Union Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

3.93%

Min. Invest

₹1,000

AUM

₹1,382.66 Cr

Union ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

2.77%

Min. Invest

₹500

AUM

₹863.07 Cr

Union Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

2.54%

Min. Invest

₹1,000

AUM

₹396.50 Cr

Union Value Fund - Direct (G)

Equity | Value Fund

1Y returns

2.14%

Min. Invest

₹1,000

AUM

₹288.70 Cr

Union Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

2.03%

Min. Invest

₹1,000

AUM

₹2,160.03 Cr

Union Largecap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

1.34%

Min. Invest

₹1,000

AUM

₹423.44 Cr

Union Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

-1.20%

Min. Invest

₹1,000

AUM

₹1,492.65 Cr

Union Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation

1Y returns

Min. Invest

₹1,000

AUM

₹837.62 Cr

Top 10 Union Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
Union Innovation & Opportunities Fund - Dir (G) Sectoral / Thematic \| Equity	11.98%	₹1,000	₹872.62
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.98%, 16.10%, and 16.10%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Gilt Fund - Direct (G) Gilt Fund \| Debt	8.13%	₹1,000	₹113.83
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.13%, 7.56%, and 7.56%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	7.90%	₹1,000	₹228.83
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.90%, 6.81%, and 5.86%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Money Market Fund - Direct (G) Money Market Fund \| Debt	7.50%	₹5,000	₹175.97
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.50%, 6.57%, and 6.11%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Union Liquid Fund - Direct (G) Liquid Fund \| Debt	7.44%	₹5,000	₹4,740.94
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.44%, 6.69%, and 5.52%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Union Overnight Fund - Direct (G) Overnight Fund \| Debt	6.69%	₹5,000	₹247.06
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.69%, 6.18%, and 4.96%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Union Midcap Fund - Direct (G) Mid Cap Fund \| Equity	5.69%	₹1,000	₹1,301.20
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.69%, 17.17%, and 34.84%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Multicap Fund - Direct (G) Multi Cap Fund \| Equity	5.27%	₹1,000	₹1,041.57
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.27%, 18.20%, and 18.20%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Equity Savings Fund - Direct (G) Equity Savings \| Hybrid	4.66%	₹1,000	₹134.86
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.66%, 7.23%, and 8.20%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Union Retirement Fund - Direct (G) Retirement Fund \| Solution Oriented	4.66%	₹1,000	₹151.86
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.66%, 16.24%, and 16.24%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹1,000, while the SIP option requires a minimum of ₹100.

Top 10 Union Mutual Fund

Union Innovation & Opportunities Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

11.98%

Min. Invest

₹1,000

AUM

₹872.62 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.98%, 16.10%, and 16.10%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Gilt Fund - Direct (G)

Equity | Gilt Fund

1Y returns

8.13%

Min. Invest

₹1,000

AUM

₹113.83 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.13%, 7.56%, and 7.56%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.90%

Min. Invest

₹1,000

AUM

₹228.83 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.90%, 6.81%, and 5.86%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

7.50%

Min. Invest

₹5,000

AUM

₹175.97 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.50%, 6.57%, and 6.11%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Union Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.44%

Min. Invest

₹5,000

AUM

₹4,740.94 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.44%, 6.69%, and 5.52%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Union Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.69%

Min. Invest

₹5,000

AUM

₹247.06 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.69%, 6.18%, and 4.96%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Union Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

5.69%

Min. Invest

₹1,000

AUM

₹1,301.20 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.69%, 17.17%, and 34.84%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

5.27%

Min. Invest

₹1,000

AUM

₹1,041.57 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.27%, 18.20%, and 18.20%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Equity Savings Fund - Direct (G)

Equity | Equity Savings

1Y returns

4.66%

Min. Invest

₹1,000

AUM

₹134.86 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.66%, 7.23%, and 8.20%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Retirement Fund - Direct (G)

Equity | Retirement Fund

1Y returns

4.66%

Min. Invest

₹1,000

AUM

₹151.86 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.66%, 16.24%, and 16.24%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

4.41%

Min. Invest

₹1,000

AUM

₹611.21 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.41%, 10.97%, and 11.25%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Large & Midcap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

4.35%

Min. Invest

₹1,000

AUM

₹805.40 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.35%, 13.76%, and 17.63%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

3.93%

Min. Invest

₹1,000

AUM

₹1,382.66 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.93%, 9.31%, and 11.82%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

2.77%

Min. Invest

₹500

AUM

₹863.07 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.77%, 13.32%, and 17.58%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

Union Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

2.54%

Min. Invest

₹1,000

AUM

₹396.50 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.54%, 10.35%, and 15.60%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Value Fund - Direct (G)

Equity | Value Fund

1Y returns

2.14%

Min. Invest

₹1,000

AUM

₹288.70 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.14%, 15.97%, and 19.45%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

2.03%

Min. Invest

₹1,000

AUM

₹2,160.03 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.03%, 12.94%, and 17.42%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Largecap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

1.34%

Min. Invest

₹1,000

AUM

₹423.44 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.34%, 10.61%, and 14.16%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

-1.20%

Min. Invest

₹1,000

AUM

₹1,492.65 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -1.20%, 14.88%, and 22.55%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

Union Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation

1Y returns

Min. Invest

₹1,000

AUM

₹837.62 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -2.50%, -2.50%, and -2.50%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹100.

FAQ’s

How to Start Union Mutual Fund SIP Online?

Log in or register on Torus Digital or the Union Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Union Mutual Fund SIP?

Use our Union SIP Calculator and Union Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Union Mutual Fund?

Log in to your account on Torus Digital or the Union Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Union Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Union Mutual Fund?

Union Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.