Fund manager at Union
| Union Flexi Cap Fund Flexi Cap · FM 2 Co-manage | 1 Nov 2024 | -1.9% | +10.1% | ₹2,334 cr |
| Union Multi Asset Allocation Fund Multi Asset Allocation · Co-manage | 1 Nov 2024 | +2.4% | — | ₹976 cr |
| Union Large & Midcap Fund Large & Mid Cap · FM 1 Co-manage | 2 May 2024 | +0.5% | +11.5% | ₹975 cr |
| Union ELSS Tax Saver Fund ELSS (Tax Saver) · FM 1 Co-manage | 1 Nov 2024 | -4.9% | +9.3% | ₹811 cr |
| Union Aggressive Hybrid Fund Aggressive Hybrid · Comanage | 1 Nov 2024 | -1.0% | +9.4% | ₹736 cr |
| Union Focused Fund Focused · FM 2 Co-manage | 1 Nov 2024 | +3.1% | +10.7% | ₹437 cr |
| Union Value Fund Value · FM 1 Co-manage | 1 Nov 2024 | -5.7% | +10.1% | ₹379 cr |
| Union Consumption Fund Sectoral / Thematic · Co-manage | 22 Dec 2025 | — | — | ₹318 cr |
| Union Gold ETF Gold · FM-Primary | — | +13.1% | — | ₹271 cr |
| Union Gold ETF Fund of Fund Fund of Funds · FM-Primary | — | +11.0% | — | ₹162 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
11 funds at Union, managing ₹7,490 cr between them. The largest are Union Flexi Cap Fund (₹2,334 cr), Union Multi Asset Allocation Fund (₹976 cr), Union Large & Midcap Fund (₹975 cr), Union ELSS Tax Saver Fund (₹811 cr) and Union Aggressive Hybrid Fund (₹736 cr), and 6 more.
Since 2 May 2024, when they took on Union Large & Midcap Fund, the longest-running of their current funds.
Over the last three years, 0 of the 6 funds with a three-year record returned more than their category's average. Past returns do not tell you future returns.