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AMC

Select AMC 5 Largest Fund Houses 10 Largest Fund Houses 15 Largest Fund Houses 360 ONE Mutual Fund 360 ONE Mutual Fund SIF Abakkus Mutual Fund Aditya Birla Sun Life Mutual Fund Aditya Birla Sun Life Mutual Fund SIF AlphaGrep Mutual Fund Angel One Mutual Fund Axis Mutual Fund Bajaj Finserv Mutual Fund Bandhan Mutual Fund Bandhan Mutual Fund SIF Bank of India Mutual Fund Baroda BNP Paribas Mutual Fund Canara Robeco Mutual Fund Capitalmind Mutual Fund Choice Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Edelweiss Mutual Fund SIF Franklin Templeton Mutual Fund Franklin Templeton Mutual Fund SIF Groww Mutual Fund HDFC Mutual Fund Helios Mutual Fund HSBC Mutual Fund HSBC Mutual Fund SIF ICICI Prudential Mutual Fund ICICI Prudential Mutual Fund SIF Invesco Mutual Fund Invesco Mutual Fund SIF ITI Mutual Fund ITI Mutual Fund SIF Jio BlackRock Mutual Fund Jio BlackRock Mutual Fund SIF JM Financial Mutual Fund Kotak Mahindra Mutual Fund Kotak Mahindra Mutual Fund SIF LIC Mutual Fund Mahindra Manulife Mutual Fund Mirae Asset Mutual Fund Mirae Asset Mutual Fund SIF Motilal Oswal Mutual Fund Navi Mutual Fund Nippon India Mutual Fund NJ Mutual Fund Old Bridge Mutual Fund PGIM India Mutual Fund PPFAS Mutual Fund Quant Mutual Fund Quant Mutual Fund SIF Quantum Mutual Fund Samco Mutual Fund SBI Mutual Fund SBI Mutual Fund SIF Shriram Mutual Fund Sundaram Mutual Fund Tata Mutual Fund Tata Mutual Fund SIF Taurus Mutual Fund The Wealth Company Mutual Fund The Wealth Company Mutual Fund SIF Trust Mutual Fund Unifi Mutual Fund Union Mutual Fund Union Mutual Fund SIF UTI Mutual Fund WhiteOak Capital Mutual Fund Zerodha Mutual Fund

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					Return (%)
Scheme Name	Category	Launch Date	AUM (Crore)	Expense Ratio (%)	YTD	1 Mon	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs	Since Launch	Action
Union Gold ETF | Invest Online	ETFs	18-02-2025	271.63	0.49	16.08	8.69	-0.68	-2.41	49.79	-	-	-	44.74
Union Gold ETF Fund of Fund - Regular Plan - Growth Option | Invest Online	Fund of Funds-Domestic-Gold	28-02-2025	156.86	0.49	14.88	8.56	-0.98	-3.31	47.63	-	-	-	43.36
Union Small Cap Fund - Regular Plan - Growth Option | Invest Online	Equity: Small Cap	10-06-2014	2,401.95	2.22	25.05	6.25	12.9	23.28	27.43	17.04	17.37	16.43	15.9
Union Active Momentum Fund - Regular Plan - Growth Option | Invest Online	Equity: Thematic-Active-Momentum	19-12-2024	493.45	3.86	17.54	7.09	8.47	17.67	20.19	-	-	-	0.59
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | Invest Online	Equity: Thematic-Innovation	06-09-2023	1,252.51	2.35	15.14	6.1	15.14	22.84	16.95	-	-	-	18.26
Union Multi Asset Allocation Fund- Regular Plan - Growth Option | Invest Online	Hybrid: Multi Asset Allocation	10-09-2024	997.26	2.39	3.78	1.73	3.87	-0.16	16.29	-	-	-	10.95
Union MultiCap Fund - Regular Plan - Growth Option | Invest Online	Equity: Multi Cap	19-12-2022	1,467.28	2.56	10.41	4.06	9.73	11.16	16.13	15.18	-	-	18.09
Union Midcap Fund - Regular Plan - Growth Option | Invest Online	Equity: Mid Cap	23-03-2020	1,892.56	2.4	10.82	4.4	8.04	10.98	14.93	16.99	15.27	-	29.2
Union Focused Fund - Regular Plan - Growth Option | Invest Online	Equity: Focused	05-08-2019	447.82	2.56	13.0	3.02	7.11	10.06	12.82	12.33	9.95	-	15.88
Union Retirement Fund - Regular Plan - Growth Option | Invest Online	Retirement Fund	22-09-2022	209.91	2.71	4.47	2.0	6.18	4.93	10.22	13.33	-	-	15.45
Union BusIness Cycle Fund - Regular Plan - Growth Option | Invest Online	Equity: Thematic-Business-Cycle	05-03-2024	509.93	3.12	5.28	2.57	5.18	5.09	10.02	-	-	-	7.63
Union Large & Midcap Fund - Regular Plan - Growth Option | Invest Online	Equity: Large and Mid Cap	06-12-2019	982.67	2.51	6.12	3.12	8.49	6.98	9.87	13.14	11.61	-	16.34
Union Childrens Fund - Regular Plan - Growth Option | Invest Online	Childrens Fund	19-12-2023	91.8	2.61	3.07	2.27	6.86	5.23	7.56	-	-	-	10.63
Union Flexi Cap Fund - Growth Option | Invest Online	Equity: Flexi Cap	10-06-2011	2,404.14	2.6	2.69	2.18	7.72	4.74	7.03	11.61	10.11	12.63	11.63
Union Liquid Fund - Growth Option | Invest Online	Debt: Liquid	15-06-2011	7,564.22	0.17	4.35	0.53	1.69	3.38	6.38	6.88	6.24	5.63	6.74
Union Money Market Fund - Regular Plan - Growth Option | Invest Online	Debt: Money Market	25-08-2021	1,072.52	0.82	4.21	0.57	2.06	3.35	6.06	6.47	5.7	-	5.69
Union Aggressive Hybrid Fund - Regular Plan - Growth Option | Invest Online	Hybrid: Aggressive	18-12-2020	762.44	2.83	2.11	1.02	6.32	3.46	5.91	10.61	8.6	-	11.72
Union Value Fund - Regular Plan - Growth Option | Invest Online	Equity: Value	28-11-2018	395.49	2.69	-0.14	0.31	4.64	0.66	5.78	12.51	12.52	-	14.67
Union Arbitrage Fund - Regular Plan - Growth Option | Invest Online	Hybrid: Arbitrage	05-02-2019	225.98	2.01	3.82	0.35	1.88	2.86	5.76	6.59	5.82	-	5.48
Union Overnight Fund - Regular Plan - Growth Option | Invest Online	Debt: Overnight	26-03-2019	612.84	0.24	3.38	0.42	1.27	2.59	5.2	5.99	5.59	-	5.0
Union Ultra Short to Short Term Fund - Regular Plan - Growth Option	Debt: Low Duration	26-06-2025	343.58	0.98	3.31	0.38	1.88	2.61	5.16	-	-	-	5.03
Union Short Term Fund - Regular Plan - Growth Option | Invest Online	Debt: Ultra Short Duration	29-01-2025	100.71	0.81	2.99	0.07	1.93	2.24	4.85	-	-	-	6.08
Union Equity SavIngs Fund - Regular Plan - Growth Option | Invest Online	Hybrid: Equity Savings	02-08-2018	114.8	2.55	2.28	0.69	3.48	2.22	4.84	7.07	5.92	-	7.19
Union ELSS Tax Saver Fund - Growth Option | Invest Online	Equity: ELSS	23-12-2011	861.46	2.58	0.87	1.86	6.41	3.11	4.71	11.19	10.48	12.35	13.8
Union Income Plus Arbitrage Active FOF - Regular Plan - Growth Option	Fund of Funds-Income Plus Arbitrage	16-06-2025	62.97	0.58	2.64	0.12	2.04	2.03	4.67	-	-	-	3.81
Union Corporate Bond Fund - Regular Plan - Growth Option | Invest Online	Debt: Corporate Bond	07-05-2018	292.6	0.73	2.52	-0.04	2.07	1.93	4.47	6.69	5.5	-	5.91
Union Balanced Advantage Fund - Regular Plan - Growth Option | Invest Online	Hybrid: Dynamic Asset Allocation	05-12-2017	1,238.19	2.56	0.48	0.82	4.84	1.02	4.06	8.27	6.98	-	8.79
Union Dynamic Term Fund - Growth Option | Invest Online	Debt: Dynamic Bond	13-02-2012	64.16	1.54	0.62	-0.34	2.04	0.65	2.76	4.93	4.12	5.09	6.04
Union Gilt Fund - Regular Plan - Growth Option | Invest Online	Debt: Gilt	08-08-2022	86.46	1.09	0.42	-0.4	2.2	0.37	2.74	4.7	-	-	4.91
Union LargeCap Fund - Regular Plan - Growth Option | Invest Online	Equity: Large Cap	04-05-2017	438.06	2.56	-2.3	0.43	3.63	-1.14	1.7	8.64	7.6	-	9.55
Union Consumption Fund - Regular Plan - Growth Option	Equity: Thematic-Consumption	01-12-2025	333.27	2.83	-0.7	1.84	9.46	6.99	-	-	-	-	-0.5
Union Diversified Equity All Cap Active FOF - Regular Plan - Growth Option	Fund of Funds-Domestic-Equity	01-09-2025	195.63	1.46	11.54	4.16	9.48	11.81	-	-	-	-	12.18