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Union Mutual Funds

Union runs 34 direct-plan schemes that we currently track — 13 equity, 10 debt, 5 hybrid, 4 other, 2 solution oriented. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.

Its strongest 5-year performer is Union Small Cap Fund - Direct Plan - Growth Option at 16.4% CAGR, against a house-wide median of 7.1%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.

Showing 34 of 34 schemes · sorted by Y5 high to low · page 1 of 1

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Union mutual funds — frequently asked questions

Which Union mutual fund has given the best 5-year return?

Union Small Cap Fund - Direct Plan - Growth Option is Union's best-performing scheme over five years, with a CAGR of 16.4%. This reflects historical NAV growth and is not a forecast.

How many mutual fund schemes does Union offer?

We track 34 direct-plan Union schemes with a recent NAV, spread across 5 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.

Are these Union returns before or after expenses?

After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.