Union Mutual Fund – Complete Investor Services

About Union Mutual Fund 

Union Mutual Fund, established in 2011 and backed by Union Bank of India, manages an AUM of over ₹12,000 crore (as of June 2025). The fund house offers a diversified range of equity, hybrid, debt, and solution-oriented schemes tailored to different investor goals. With strong research, disciplined risk management, and professional fund management, it delivers solutions for both conservative and growth-oriented investors. From ELSS and flexi-cap equity funds to balanced hybrid options, Union Mutual Fund focuses on long-term wealth creation with trust and transparency.

Performance Sheet of Union Mutual Fund Schemes

Union offers a wide range of schemes across categories 

Hybrid Fund

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: [email protected]

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

📅 Last Updated on: February 25, 2026

• Sushil Bajaj
• September 4, 2025