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 Small Cap Fund - Direct (G) Small Cap Fund \| Equity	17.86%	₹1,000	₹2,731.92	Invest
Union Active Momentum Fund - Direct (G) Thematic Fund \| Equity	14.51%	₹1,000	₹542.54	Invest
Union Money Market Fund - Direct (G) Money Market Fund \| Debt	6.68%	₹5,000	₹1,120.46	Invest
Union Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	6.68%	₹1,000	₹219.69	Invest
Union Liquid Fund - Direct (G) Liquid Fund \| Debt	6.48%	₹5,000	₹5,014.29	Invest
Union Innovation & Opportunities Fund - Dir (G) Thematic Fund \| Equity	6.03%	₹1,000	₹1,306.52	Invest
Union Diversified Equity All Cap Active FOF - Dir (G) FoFs Domestic \| Other	5.84%	₹1,000	₹194.74	Invest
Union Multicap Fund - Direct (G) Multi Cap Fund \| Equity	5.64%	₹1,000	₹1,515.85	Invest
Union Ultra Short to Short Term Fund - Direct (G) Ultra Short to Short Term Fund \| Debt	5.50%	₹1,000	₹228.42	Invest
Union Overnight Fund - Direct (G) Overnight Fund \| Debt	5.26%	₹5,000	₹656.92	Invest
Union Short Term Fund - Direct (G) Short Term Fund \| Debt	4.06%	₹1,000	₹110.78	Invest
Union Multi Asset Allocation Fund - Direct (G) Multi Asset Allocation Fund \| Hybrid	3.75%	₹1,000	₹988.70	Invest
Union Income Plus Arbitrage Active FOF - Dir (G) FoFs Domestic \| Other	3.68%	₹1,000	₹55.11	Invest
Union Focused Fund - Direct (G) Focused Fund \| Equity	3.55%	₹1,000	₹432.72	Invest
Union Midcap Fund - Direct (G) Mid Cap Fund \| Equity	3.22%	₹1,000	₹1,905.76	Invest
Union Equity Savings Fund - Direct (G) Equity Savings Fund \| Hybrid	1.86%	₹1,000	₹113.60	Invest
Union Large & Midcap Fund - Direct (G) Large & Mid Cap Fund \| Equity	0.49%	₹1,000	₹968.79	Invest
Union Retirement Fund - Direct (G) Retirement Fund \| Solution Oriented	0.24%	₹1,000	₹206.52	Invest
Union Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	0.05%	₹1,000	₹727.42	Invest
Union Business Cycle Fund - Direct (G) Thematic Fund \| Equity	0.00%	₹1,000	₹485.08	Invest

Union Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

17.86%

Min. Invest

₹1,000

AUM

₹2,731.92 Cr

Union Active Momentum Fund - Direct (G)

Equity | Thematic Fund

1Y returns

14.51%

Min. Invest

₹1,000

AUM

₹542.54 Cr

Union Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

6.68%

Min. Invest

₹5,000

AUM

₹1,120.46 Cr

Union Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.68%

Min. Invest

₹1,000

AUM

₹219.69 Cr

Union Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

6.48%

Min. Invest

₹5,000

AUM

₹5,014.29 Cr

Union Innovation & Opportunities Fund - Dir (G)

Equity | Thematic Fund

1Y returns

6.03%

Min. Invest

₹1,000

AUM

₹1,306.52 Cr

Union Diversified Equity All Cap Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

5.84%

Min. Invest

₹1,000

AUM

₹194.74 Cr

Union Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

5.64%

Min. Invest

₹1,000

AUM

₹1,515.85 Cr

Union Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

5.50%

Min. Invest

₹1,000

AUM

₹228.42 Cr

Union Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.26%

Min. Invest

₹5,000

AUM

₹656.92 Cr

Union Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.06%

Min. Invest

₹1,000

AUM

₹110.78 Cr

Union Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation Fund

1Y returns

3.75%

Min. Invest

₹1,000

AUM

₹988.70 Cr

Union Income Plus Arbitrage Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

3.68%

Min. Invest

₹1,000

AUM

₹55.11 Cr

Union Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

3.55%

Min. Invest

₹1,000

AUM

₹432.72 Cr

Union Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

3.22%

Min. Invest

₹1,000

AUM

₹1,905.76 Cr

Union Equity Savings Fund - Direct (G)

Equity | Equity Savings Fund

1Y returns

1.86%

Min. Invest

₹1,000

AUM

₹113.60 Cr

Union Large & Midcap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

0.49%

Min. Invest

₹1,000

AUM

₹968.79 Cr

Union Retirement Fund - Direct (G)

Equity | Retirement Fund

1Y returns

0.24%

Min. Invest

₹1,000

AUM

₹206.52 Cr

Union Aggressive Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

0.05%

Min. Invest

₹1,000

AUM

₹727.42 Cr

Union Business Cycle Fund - Direct (G)

Equity | Thematic Fund

1Y returns

0.00%

Min. Invest

₹1,000

AUM

₹485.08 Cr

Top 10 Union Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
Union Small Cap Fund - Direct (G) Small Cap Fund \| Equity	17.86%	₹1,000	₹2,731.92
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 17.86%, 15.21%, and 15.52%, 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 Active Momentum Fund - Direct (G) Thematic Fund \| Equity	14.51%	₹1,000	₹542.54
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.51%, 0.11%, and 0.11%, 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	6.68%	₹5,000	₹1,120.46
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.68%, 7.17%, and 6.50%, 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 Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	6.68%	₹1,000	₹219.69
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.68%, 7.22%, and 6.59%, 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 Liquid Fund - Direct (G) Liquid Fund \| Debt	6.48%	₹5,000	₹5,014.29
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.48%, 6.93%, and 6.42%, 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 Innovation & Opportunities Fund - Dir (G) Thematic Fund \| Equity	6.03%	₹1,000	₹1,306.52
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.03%, 17.34%, and 16.72%, 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 Diversified Equity All Cap Active FOF - Dir (G) FoFs Domestic \| Other	5.84%	₹1,000	₹194.74
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.84%, 5.31%, and 5.31%, 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	5.64%	₹1,000	₹1,515.85
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.64%, 13.69%, and 16.26%, 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 Ultra Short to Short Term Fund - Direct (G) Ultra Short to Short Term Fund \| Debt	5.50%	₹1,000	₹228.42
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.50%, 5.68%, and 5.68%, 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 Overnight Fund - Direct (G) Overnight Fund \| Debt	5.26%	₹5,000	₹656.92
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.26%, 6.03%, and 5.74%, 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.

Top 10 Union Mutual Fund

Union Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

17.86%

Min. Invest

₹1,000

AUM

₹2,731.92 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 17.86%, 15.21%, and 15.52%, 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 Active Momentum Fund - Direct (G)

Equity | Thematic Fund

1Y returns

14.51%

Min. Invest

₹1,000

AUM

₹542.54 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.51%, 0.11%, and 0.11%, 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

6.68%

Min. Invest

₹5,000

AUM

₹1,120.46 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.68%, 7.17%, and 6.50%, 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 Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

6.68%

Min. Invest

₹1,000

AUM

₹219.69 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.68%, 7.22%, and 6.59%, 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 Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

6.48%

Min. Invest

₹5,000

AUM

₹5,014.29 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.48%, 6.93%, and 6.42%, 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 Innovation & Opportunities Fund - Dir (G)

Equity | Thematic Fund

1Y returns

6.03%

Min. Invest

₹1,000

AUM

₹1,306.52 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.03%, 17.34%, and 16.72%, 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 Diversified Equity All Cap Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

5.84%

Min. Invest

₹1,000

AUM

₹194.74 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.84%, 5.31%, and 5.31%, 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

5.64%

Min. Invest

₹1,000

AUM

₹1,515.85 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.64%, 13.69%, and 16.26%, 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 Ultra Short to Short Term Fund - Direct (G)

Equity | Ultra Short to Short Term Fund

1Y returns

5.50%

Min. Invest

₹1,000

AUM

₹228.42 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.50%, 5.68%, and 5.68%, 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 Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.26%

Min. Invest

₹5,000

AUM

₹656.92 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.26%, 6.03%, and 5.74%, 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 Short Term Fund - Direct (G)

Equity | Short Term Fund

1Y returns

4.06%

Min. Invest

₹1,000

AUM

₹110.78 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.06%, 6.09%, and 6.09%, 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 Fund

1Y returns

3.75%

Min. Invest

₹1,000

AUM

₹988.70 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.75%, 9.77%, and 9.77%, 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 Income Plus Arbitrage Active FOF - Dir (G)

Equity | FoFs Domestic

1Y returns

3.68%

Min. Invest

₹1,000

AUM

₹55.11 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.68%, 3.77%, and 3.77%, 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 Focused Fund - Direct (G)

Equity | Focused Fund

1Y returns

3.55%

Min. Invest

₹1,000

AUM

₹432.72 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.55%, 10.50%, and 8.39%, 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 Midcap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

3.22%

Min. Invest

₹1,000

AUM

₹1,905.76 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.22%, 15.13%, and 12.77%, 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 Fund

1Y returns

1.86%

Min. Invest

₹1,000

AUM

₹113.60 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.86%, 6.57%, and 5.69%, 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

0.49%

Min. Invest

₹1,000

AUM

₹968.79 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.49%, 11.85%, and 9.53%, 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

0.24%

Min. Invest

₹1,000

AUM

₹206.52 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.24%, 11.62%, and 13.52%, 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

0.05%

Min. Invest

₹1,000

AUM

₹727.42 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.05%, 9.82%, and 7.87%, 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 Business Cycle Fund - Direct (G)

Equity | Thematic Fund

1Y returns

0.00%

Min. Invest

₹1,000

AUM

₹485.08 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.00%, 6.32%, and 6.32%, 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.