Union Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 4 September 2025 |

📅 Last Updated on: December 1, 2025

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.

Fund Information

Union offers a wide range of schemes across categories

Equity Fund 

Scheme Name	Fund Category
Union ELSS Tax Saver Fund	ELSS (Tax-Saver)
Union Flexi Cap Fund	Flexi-Cap
Union Value Fund	Value-oriented Equity
Union Small Cap Fund	Small-Cap
Union Midcap Fund	Mid-Cap
Union Large & Midcap Fund	Large & Mid-Cap Blend
Union Largecap Fund	Large-Cap
Union Focused Fund	Focused Equity
Union Multicap Fund	Multi-Cap
Union Children’s Fund	Thematic / Equity
Union Business Cycle Fund	Thematic Equity
Union Retirement Fund	Retirement-oriented Equity
Union Active Momentum Fund	Thematic Equity
Union Diversified Equity All Cap Active FoF	Equity FoF across caps (New launch Sept 1 2025)

Hybrid Fund

Scheme Name	Fund Category
Union Aggressive Hybrid Fund	Aggressive Hybrid
Union Balanced Advantage Fund	Balanced Advantage (Dynamic Asset Allocation)
Union Equity Savings Fund	Equity-Savings Hybrid
Union Arbitrage Fund	Arbitrage Hybrid

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]

💡Interested in more options?

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