Fund manager at Union
| Union Small Cap Fund Small Cap · Co-manage | 1 Nov 2024 | +11.4% | +13.5% | ₹2,653 cr |
| Union Midcap Fund Mid Cap · Co-manage | 25 Jan 2023 | +1.5% | +14.5% | ₹1,898 cr |
| Union Innovation & Opportunities Fund Sectoral / Thematic · FM 1 Co-manage | 1 Nov 2024 | +5.0% | +17.0% | ₹1,302 cr |
| Union Balanced Advantage Fund Balanced Advantage / Dynamic Asset Allocation · Comanage | 1 Nov 2024 | -2.3% | +7.2% | ₹1,148 cr |
| Union Active Momentum Fund Sectoral / Thematic · Co-manage | 19 Dec 2024 | +10.7% | — | ₹537 cr |
| Union Value Fund Value · FM 2 Co-manage | 1 Nov 2024 | -5.7% | +10.1% | ₹379 cr |
| Union Equity Savings Fund Equity Savings · Comanage | 1 Nov 2024 | +1.4% | +6.4% | ₹114 cr |
| Union Children's Fund Children's · Co-manage | 1 Nov 2024 | -4.8% | — | ₹91 cr |
Answered from the funds they run, updated every business day
8 funds at Union, managing ₹8,122 cr between them. The largest are Union Small Cap Fund (₹2,653 cr), Union Midcap Fund (₹1,898 cr), Union Innovation & Opportunities Fund (₹1,302 cr), Union Balanced Advantage Fund (₹1,148 cr) and Union Active Momentum Fund (₹537 cr), and 3 more.
Since 25 Jan 2023, when they took on Union Midcap Fund, the longest-running of their current funds.
Over the last three years, 3 of the 6 funds with a three-year record returned more than their category's average. Past returns do not tell you future returns.