Fund manager at Union
| Union Flexi Cap Fund Flexi Cap · FM 1 Co-manage | 25 Jan 2023 | -1.9% | +10.1% | ₹2,334 cr |
| Union Multicap Fund Multi Cap · FM 2 Co-manage | — | +3.5% | +13.4% | ₹1,532 cr |
| Union Innovation & Opportunities Fund Sectoral / Thematic · FM 2 Co-manage | 6 Sept 2023 | +5.0% | +17.0% | ₹1,302 cr |
| Union Balanced Advantage Fund Balanced Advantage / Dynamic Asset Allocation · Comanage | 25 Jan 2023 | -2.3% | +7.2% | ₹1,148 cr |
| Union Multi Asset Allocation Fund Multi Asset Allocation · Co-manage | 10 Sept 2024 | +2.4% | — | ₹976 cr |
| Union ELSS Tax Saver Fund ELSS (Tax Saver) · FM 2 Co-manage | 7 Jun 2021 | -4.9% | +9.3% | ₹811 cr |
| Union Aggressive Hybrid Fund Aggressive Hybrid · Comanage | 25 Jan 2023 | -1.0% | +9.4% | ₹736 cr |
| Union Active Momentum Fund Sectoral / Thematic · Co-manage | 19 Dec 2024 | +10.7% | — | ₹537 cr |
| Union Largecap Fund Large Cap · FM 2 Co-manage | 7 Jun 2021 | -6.0% | +7.6% | ₹423 cr |
| Union Consumption Fund Sectoral / Thematic · Co-manage | 22 Dec 2025 | — | — | ₹318 cr |
| Union Equity Savings Fund Equity Savings · Comanage | 25 Jan 2023 | +1.4% | +6.4% | ₹114 cr |
Answered from the funds they run, updated every business day
11 funds at Union, managing ₹10,231 cr between them. The largest are Union Flexi Cap Fund (₹2,334 cr), Union Multicap Fund (₹1,532 cr), Union Innovation & Opportunities Fund (₹1,302 cr), Union Balanced Advantage Fund (₹1,148 cr) and Union Multi Asset Allocation Fund (₹976 cr), and 6 more.
Since 7 Jun 2021, when they took on Union ELSS Tax Saver Fund, the longest-running of their current funds.
Over the last three years, 2 of the 8 funds with a three-year record returned more than their category's average. Past returns do not tell you future returns.