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Union Mutual Fund

Union mutual fund is a part of union bank of India that offers schemes under debt, hybrid, and equity category. Union Asset Management Pvt Ltd manages the schemes of Union Mutual Fund and was formerly known as Union KBC mutual fund.  

Union Mutual Fund – A Bit More 

Union Mutual Fund is recognized as the asset management company that provides the right kind of product to the right investor at the right time. Their knowledge-based customized approach helps them in offering the right kind of financial solutions to their customers by understanding their needs and requirements. They end up promoting an investment culture that believes in systematic and long-term wealth creation.  

Best 5 Union Mutual Funds

Union Multi Cap Fund (G) - Direct Plan

Returns 3Y: 6.09%

 

Union Dynamic Bond Fund (G) - Direct

Returns 3Y: 6.31%

Union Long Term Equity Fund (G)

Returns 3Y: 4.95%

Union Liquid Fund (G) - Direct Plan

Returns 3Y: 5.78%

Union Small Cap Fund (G) - Direct Plan

Returns 3Y:  -1.04%

  • Past Performance Is No Guarantee of Future Results. Crisil Star Ranking & Retun Update on 21 August 2019

Features as initiated by the Union Mutual Fund 

  • The professionals of Union bank are high-tech experts who have good hands in managing large pools of money.  
  • They know how to diversify the funds according to the goals, risks, horizons and returns.  
  • With Union Mutual Fund, everything will be crystal clear, thus ensuring the trust of the investor.  
  • The services provided are of a high-quality and the convenience (of the investor) remains at the top-notch 

Best Union Mutual Fund Managers 

Union Mutual Fund is a mixture of expertise and experience in their fund managers who have good judgments to identify opportunities and portfolios for achieving optimal returns. A Look: 

  • Anshul Mishra (Fund Manager – Equity): Mr. Mishra is a PGDBA (Finance and Marketing), BE in Mechanical, and CFA. With around 13 years of experience, he has worked with IDBI Asset Management Limited as Fund Manager (Equity), ING investment management as a fund manager (Equity), and with IDBI bank limited as manager – treasury for portfolio management (Equity). 
  • Anindya Sarkar (Fund Manager – Fixed Income): Mr. Sarkar is an MBA (Risk and Insurance, MBA (Finance), FRM, and BE Civil with the total experience of more than 15 years. Before this, he was associated with Union Asset Management as Vice-President, ICAP India Pvt Ltd as the dealer – fixed Income. 
  • Deep Mehta (Co- Fund Manager): Mr. Mehta is M.M.S. and B.E with the total experience of more than 6 years in the financial world. Before joining Union bank, he was associated with ICRA, Baritone Solutions and Ratnakar Bank Limited in various capacities. 
  •  Devesh Thacker (Fund Manager – Fixed Income): Mr. Thacker is B.com and MBA in finance. Having more than 18 years of experience with Sahara Asset Management Company Pvt Ltd.  
  • Hardik Bora (Co-Fund Manager): Mr. Bora is a CFA charter holder with the total experience of more than 10 years in the financial sector. Earlier, he was associated with Motilal Oswal Securities Ltd, Khandwala Securities Ltd, 3 global services Pvt Ltd, and more.   

How to invest in Union Mutual Fund with Gulaq

 

Investing in Union Mutual Fund is not a bad idea; and with Gulaq the process is simplified with just a few clicks. The investor can filter her requirements in accordance with goals, returns, risks, and horizons. Once sorted, the investor can hop on to Gulaq and start investing. That simple and digital platform.! 

List of Documents Required

 

To invest in mutual fund in Union Mutual Fund, take care of the following documents: 

Proofs required to be KYC compliant- 

 Identity proof 

  • PAN Card along with the latest photograph. 
  • Any one amongst Passport, Aadhar card, Driving license, or Voter ID. 

Address proof 

  • Unique Identification Number (Aadhaar Card) 
  • Passport 
  • Driving License 
  • Voters Identity Card 
  • Bank Account Statement/Passbook 

Non-residents 

They need to submit a copy of their passport and permanent and overseas address along with a copy of their PAN card. 

Frequently Asked Questions

What is SIP in Union Bank of India?

Union Bank offers SIP mode of investment in most if its schemes. SIP or Systematic Investment plan refers to investing in Mutual Fund schemes small amounts at regular intervals

What is Union Mutual Fund?

Union Mutual FundUnion KBC Asset Management Company Private Limited (the AMC) offers approved investment funds, open-ended equity funds and other structured products, so as to bridge the gap of investor’s financial needs.

Start Investing in Canara Robeco Mutual Fund with Gulaq

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Attention Investor
Investments in Mutual fund & Securities Market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Terms and conditions of the website are applicable.

Gulaq Registered Office
Estee Financial Services Pvt. Ltd. (hereinafter referred to as “EFSPL”) Formerly Estee Commodities Pvt. Ltd ( hereinafter referred to as “ECPL”), 7th Floor, Block 1, Vatika Business Park, Sohna Road, Sector 49, Gurugram, Haryana 122001.
CIN: U51909HR2012PTC054035

Registration Detail 
Estee Advisors Pvt Limited (hereinafter referred to as “EAPL”) is registered with the Securities and Exchange Board of India as Stock Broker with registration number INZ000170130 and registered with BSE Star with code 24408 for mutual fund transaction facility. EFSPL and EAPL are group companies and EAPL is authorized to provide its services to the Users on the Gulaq website/app under a Sub-distribution agreement with EFSPL.

Complaints & Grievances 
In case of any grievances/ complaints please write to us [email protected]

 

Mutual fund investments are subject to market risks, read all scheme documents carefully.

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