Union Mutual Fund Mutual Funds

62 Direct-plan funds ranked by BullWiser Honest Score — returns, costs, and quality ratings.

62
Funds
26
Categories
1
High Quality
Debt Scheme - Corporate Bond FundDebt Scheme - Dynamic BondDebt Scheme - Gilt FundDebt Scheme - Liquid FundDebt Scheme - Low Duration FundDebt Scheme - Money Market FundDebt Scheme - Overnight FundDebt Scheme - Short Duration FundEquity Scheme - ELSSEquity Scheme - Flexi Cap FundEquity Scheme - Focused FundEquity Scheme - Large & Mid Cap FundEquity Scheme - Large Cap FundEquity Scheme - Mid Cap FundEquity Scheme - Multi Cap FundEquity Scheme - Sectoral/ ThematicEquity Scheme - Small Cap FundEquity Scheme - Value FundHybrid Scheme - Aggressive Hybrid FundHybrid Scheme - Arbitrage FundHybrid Scheme - Dynamic Asset Allocation or Balanced AdvantageHybrid Scheme - Equity SavingsHybrid Scheme - Multi Asset AllocationOther Scheme - FoF DomesticSolution Oriented Scheme - Children’s FundSolution Oriented Scheme - Retirement Fund
8.3 ✅ High Quality
Union Gold ETF Fund of Fund
Other Scheme - FoF Domestic
41.4% 1Y · 16.3% 3Y
6.9 🟡 Average
Union Liquid Fund
Debt Scheme - Liquid Fund
6.4% 1Y · 7.0% 3Y
6.8 🟡 Average
Union Overnight Fund
Debt Scheme - Overnight Fund
5.3% 1Y · 6.2% 3Y
6.8 🟡 Average
Union Arbitrage Fund
Hybrid Scheme - Arbitrage Fund
6.4% 1Y · 7.3% 3Y
5.9 🟠 Below Avg
Union Retirement Fund
Solution Oriented Scheme - Retirement Fund
6.3% 1Y · 15.3% 3Y
5.7 🟠 Below Avg
Union Diversified Equity All Cap Active FOF
Other Scheme - FoF Domestic
8.0% 1Y · 2.6% 3Y
5.5 🟠 Below Avg
Union Midcap Fund
Equity Scheme - Mid Cap Fund
9.1% 1Y · 19.2% 3Y
5.5 🟠 Below Avg
Union Multicap Fund
Equity Scheme - Multi Cap Fund
8.5% 1Y · 16.6% 3Y
5.5 🟠 Below Avg
Union Income Plus Arbitrage Active FOF
Other Scheme - FoF Domestic
4.4% 1Y · 1.6% 3Y
5.3 🟠 Below Avg
Union Gold ETF Fund of Fund
Other Scheme - FoF Domestic
41.0% 1Y · 16.1% 3Y
5.2 🟠 Below Avg
Union Innovation & Opportunities Fund
Equity Scheme - Sectoral/ Thematic
11.5% 1Y · 17.3% 3Y
5.2 🟠 Below Avg
Union Value Fund
Equity Scheme - Value Fund
1.6% 1Y · 15.4% 3Y
5.2 🟠 Below Avg
Union Aggressive Hybrid Fund
Hybrid Scheme - Aggressive Hybrid Fund
3.4% 1Y · 11.8% 3Y
5.2 🟠 Below Avg
Union Multi Asset Allocation Fund
Hybrid Scheme - Multi Asset Allocation
14.3% 1Y · 7.1% 3Y
4.8 🟠 Below Avg
Union Low Duration Fund
Debt Scheme - Low Duration Fund
5.8% 1Y · 1.9% 3Y
4.6 🟠 Below Avg
Union Largecap Fund
Equity Scheme - Large Cap Fund
-0.8% 1Y · 9.2% 3Y
4.5 🟠 Below Avg
Union Short Duration Fund
Debt Scheme - Short Duration Fund
5.1% 1Y · 3.2% 3Y
4.5 🟠 Below Avg
Union Focused Fund
Equity Scheme - Focused Fund
7.8% 1Y · 12.4% 3Y
4.5 🟠 Below Avg
Union Small Cap Fund
Equity Scheme - Small Cap Fund
15.0% 1Y · 19.5% 3Y
4.5 🟠 Below Avg
Union Equity Savings Fund
Hybrid Scheme - Equity Savings
3.9% 1Y · 7.4% 3Y
4.4 ❌ Poor
Union Money Market Fund
Debt Scheme - Money Market Fund
6.5% 1Y · 7.2% 3Y
4.3 ❌ Poor
Union Corporate Bond Fund
Debt Scheme - Corporate Bond Fund
4.6% 1Y · 7.2% 3Y
4.3 ❌ Poor
Union Retirement Fund
Solution Oriented Scheme - Retirement Fund
5.0% 1Y · 13.8% 3Y
4.2 ❌ Poor
Union Balanced Advantage Fund
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
2.4% 1Y · 9.1% 3Y
4.2 ❌ Poor
Union Children's Fund
Solution Oriented Scheme - Children’s Fund
3.0% 1Y · 10.1% 3Y
4.1 ❌ Poor
Union Gilt Fund
Debt Scheme - Gilt Fund
0.8% 1Y · 5.6% 3Y
4.1 ❌ Poor
Union Liquid Fund
Debt Scheme - Liquid Fund
6.3% 1Y · 6.9% 3Y
4.0 ❌ Poor
Union Midcap Fund
Equity Scheme - Mid Cap Fund
7.7% 1Y · 17.6% 3Y
4.0 ❌ Poor
Union Multicap Fund
Equity Scheme - Multi Cap Fund
7.3% 1Y · 15.2% 3Y
4.0 ❌ Poor
Union Value Fund
Equity Scheme - Value Fund
0.5% 1Y · 14.1% 3Y
3.9 ❌ Poor
Union Business Cycle Fund
Equity Scheme - Sectoral/ Thematic
6.6% 1Y · 6.7% 3Y
3.8 ❌ Poor
Union Money Market Fund
Debt Scheme - Money Market Fund
5.8% 1Y · 6.4% 3Y
3.8 ❌ Poor
Union Overnight Fund
Debt Scheme - Overnight Fund
5.2% 1Y · 6.0% 3Y
3.8 ❌ Poor
Union ELSS Tax Saver Fund
Equity Scheme - ELSS
1.4% 1Y · 12.3% 3Y
3.8 ❌ Poor
Union Flexi Cap Fund
Equity Scheme - Flexi Cap Fund
2.1% 1Y · 12.7% 3Y
3.8 ❌ Poor
Union Large & Midcap Fund
Equity Scheme - Large & Mid Cap Fund
5.0% 1Y · 14.3% 3Y
3.8 ❌ Poor
Union Arbitrage Fund
Hybrid Scheme - Arbitrage Fund
5.8% 1Y · 6.7% 3Y
3.7 ❌ Poor
Union Consumption Fund
Equity Scheme - Sectoral/ Thematic
-2.9% 1Y · -1.0% 3Y
3.7 ❌ Poor
Union Innovation & Opportunities Fund
Equity Scheme - Sectoral/ Thematic
9.9% 1Y · 15.7% 3Y
3.6 ❌ Poor
Union Aggressive Hybrid Fund
Hybrid Scheme - Aggressive Hybrid Fund
2.2% 1Y · 10.5% 3Y
3.5 ❌ Poor
Union Dynamic Bond Fund
Debt Scheme - Dynamic Bond
1.2% 1Y · 5.5% 3Y
3.4 ❌ Poor
Union Active Momentum Fund
Equity Scheme - Sectoral/ Thematic
8.3% 1Y · -1.4% 3Y
3.4 ❌ Poor
Union Multi Asset Allocation Fund
Hybrid Scheme - Multi Asset Allocation
13.1% 1Y · 6.4% 3Y
3.3 ❌ Poor
Union Equity Savings Fund
Hybrid Scheme - Equity Savings
3.3% 1Y · 6.9% 3Y
3.0 ❌ Poor
Union Short Duration Fund
Debt Scheme - Short Duration Fund
4.8% 1Y · 3.0% 3Y
3.0 ❌ Poor
Union Focused Fund
Equity Scheme - Focused Fund
6.8% 1Y · 11.3% 3Y
3.0 ❌ Poor
Union Small Cap Fund
Equity Scheme - Small Cap Fund
13.7% 1Y · 18.1% 3Y
3.0 ❌ Poor
Union Children's Fund
Solution Oriented Scheme - Children’s Fund
1.9% 1Y · 8.9% 3Y
2.8 ❌ Poor
Union Low Duration Fund
Debt Scheme - Low Duration Fund
5.0% 1Y · 1.6% 3Y
2.7 ❌ Poor
Union Corporate Bond Fund
Debt Scheme - Corporate Bond Fund
4.3% 1Y · 6.8% 3Y
2.7 ❌ Poor
Union Balanced Advantage Fund
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
1.3% 1Y · 7.9% 3Y
2.7 ❌ Poor
Union Diversified Equity All Cap Active FOF
Other Scheme - FoF Domestic
7.2% 1Y · 2.3% 3Y
2.6 ❌ Poor
Union ELSS Tax Saver Fund
Equity Scheme - ELSS
0.4% 1Y · 11.3% 3Y
2.6 ❌ Poor
Union Flexi Cap Fund
Equity Scheme - Flexi Cap Fund
1.1% 1Y · 11.4% 3Y
2.5 ❌ Poor
Union Consumption Fund
Equity Scheme - Sectoral/ Thematic
-3.7% 1Y · -1.2% 3Y
2.5 ❌ Poor
Union Income Plus Arbitrage Active FOF
Other Scheme - FoF Domestic
3.9% 1Y · 1.5% 3Y
2.4 ❌ Poor
Union Business Cycle Fund
Equity Scheme - Sectoral/ Thematic
5.4% 1Y · 5.6% 3Y
2.3 ❌ Poor
Union Large & Midcap Fund
Equity Scheme - Large & Mid Cap Fund
3.7% 1Y · 12.8% 3Y
2.2 ❌ Poor
Union Active Momentum Fund
Equity Scheme - Sectoral/ Thematic
6.9% 1Y · -2.1% 3Y
2.1 ❌ Poor
Union Dynamic Bond Fund
Debt Scheme - Dynamic Bond
0.9% 1Y · 5.2% 3Y
2.1 ❌ Poor
Union Gilt Fund
Debt Scheme - Gilt Fund
0.4% 1Y · 5.1% 3Y
2.0 ❌ Poor
Union Largecap Fund
Equity Scheme - Large Cap Fund
-1.6% 1Y · 8.3% 3Y

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