Fund manager at Union
| Union Small Cap Fund Small Cap · Co-manage | 9 Dec 2024 | +11.4% | +13.5% | ₹2,653 cr |
| Union Midcap Fund Mid Cap · Co-manage | 9 Dec 2024 | +1.5% | +14.5% | ₹1,898 cr |
| Union Large & Midcap Fund Large & Mid Cap · FM 2 Co-manage | 9 Dec 2024 | +0.5% | +11.5% | ₹975 cr |
| Union Business Cycle Fund Sectoral / Thematic · FM 2 Co-manage | 9 Dec 2024 | -1.3% | — | ₹479 cr |
| Union Focused Fund Focused · FM 1 Co-manage | 9 Dec 2024 | +3.1% | +10.7% | ₹437 cr |
| Union Largecap Fund Large Cap · FM 1 Co-manage | 1 Jul 2025 | -6.0% | +7.6% | ₹423 cr |
| Union Retirement Fund Retirement · Co-manage | 9 Dec 2024 | -1.0% | +11.3% | ₹206 cr |
Answered from the funds they run, updated every business day
7 funds at Union, managing ₹7,070 cr between them. The largest are Union Small Cap Fund (₹2,653 cr), Union Midcap Fund (₹1,898 cr), Union Large & Midcap Fund (₹975 cr), Union Business Cycle Fund (₹479 cr) and Union Focused Fund (₹437 cr), and 2 more.
Since 9 Dec 2024, when they took on Union Small Cap 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.