Union Mutual Fund Mutual Fund – NAV, Returns, Top Schemes

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List of Top Union Mutual Fund

About Union Mutual Fund

Union Mutual Fund is an Indian mutual fund house sponsored by Union Bank of India and managed by Union Asset Management Company Private Limited. It offers investment options across different asset classes to cater to investors with varying financial goals, investment horizons and risk profiles.

Union Mutual Fund offers schemes across several categories. Its equity funds invest primarily in stocks and aim for long-term capital appreciation, subject to market risks. Debt funds invest in fixed-income instruments such as government securities, corporate bonds and money market instruments, with risk levels depending on the portfolio composition and duration. Hybrid funds combine equity and debt investments to provide exposure to both asset classes.

Investors searching for terms such as ‘Union Bank Mutual Fund’, ‘UBI Mutual Fund’ or ‘Union Mutual Fund’ can use these names to find information about schemes managed by the fund house.

How to Invest in Union Mutual Funds through Motilal Oswal?

You can invest in Union Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. The Union Mutual Fund investment process is simple and can be completed online.

Log in to the Motilal Oswal platform.
Go to the Mutual Funds section and search for Union Mutual Fund.
Browse the available Union Mutual Fund schemes and review the relevant scheme details.
Select the Union Mutual Fund scheme you want to invest in.
Choose SIP or lumpsum investment, based on the applicable scheme requirements.
Enter the investment amount and complete the payment process.

The applicable minimum investment amount and other scheme-specific requirements may vary across Union Mutual Fund schemes. Review the respective scheme page on Motilal Oswal for the latest details before investing.

Why Invest in Union Mutual Funds Through Motilal Oswal?

Motilal Oswal provides access to mutual fund schemes from multiple AMCs through a single platform. Investors can browse Union Mutual Fund schemes, review relevant scheme information and invest through available SIP or lumpsum options, subject to the applicable scheme requirements.

Union Mutual Fund FAQs

How can I invest in Union Mutual Fund through Motilal Oswal?

You can invest in Union Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. Log in to the Motilal Oswal platform, go to the Mutual Funds section, search for Union Mutual Fund, select a scheme, and choose SIP or lumpsum investment based on the applicable scheme requirements.

What is the minimum investment amount for Union Mutual Fund?

The minimum investment amount for Union Mutual Fund varies across schemes and may differ for SIP and lumpsum investments. Investors should check the individual scheme page for the latest minimum investment requirement.

How can I redeem Union Mutual Fund investments?

You can redeem eligible Union Mutual Fund investments through Motilal Oswal, subject to the applicable scheme terms. Select the relevant investment, initiate the redemption request and follow the instructions to complete the process. Applicable exit loads and other scheme-specific conditions should be checked before placing a redemption request.

What are the exit load charges for Union Mutual Fund schemes?

Exit load charges for Union Mutual Fund schemes vary depending on the scheme and the period for which the investment is held. Investors should check the respective scheme's exit load before investing or redeeming their units.

How are returns from Union Mutual Fund calculated?

Returns from Union Mutual Fund schemes depend on the scheme's NAV movement and the investment period. For investments held for more than one year, returns are generally expressed as CAGR, while absolute returns may be used for shorter periods. Investors can use the Motilal Oswal Mutual Fund Returns Calculator to estimate returns based on the investment amount and duration.

What should I consider before investing in Union Mutual Fund schemes?

Before investing in Union Mutual Fund schemes, consider the scheme's investment objective, investment horizon, risk level, asset allocation, portfolio, expense ratio, exit load and historical performance. The suitability of a scheme depends on an investor's individual financial goals and risk profile. Mutual fund investments are subject to market risks, so investors should read the scheme-related documents carefully before investing.

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The information provided here is for informational purposes only and does not constitute financial advice..