Union Mutual Fund

Total schemes

150

Direct + Growth

Avg percentile

p47.8

Strong-rated funds

Schemes

Scheme	Category	FundScore	1Y	3Y	5Y
Union ELSS Tax Saver Fund - Direct Plan - Growth Option direct · growth	ELSS	strong · p82	-3.88%	11.78%	11.96%
Union ELSS Tax Saver Fund - Direct Plan - IDCW Option direct · idcw	ELSS	weak · p15	—	—	—
Union ELSS Tax Saver Fund - Growth Option regular · growth	ELSS	weak · p6	—	—	—
Union ELSS Tax Saver Fund - IDCW Option regular · idcw	ELSS	weak · p6	—	—	—
Union Flexi Cap Fund - Direct Plan - Growth Option direct · growth	Flexi Cap Fund	strong · p84	-3.94%	12.30%	11.70%
Union Flexi Cap Fund - Direct Plan - IDCW Option direct · idcw	Flexi Cap Fund	slipping · p43	—	—	—
Union Flexi Cap Fund - Growth Option regular · growth	Flexi Cap Fund	slipping · p27	—	—	—
Union Flexi Cap Fund - IDCW Option regular · idcw	Flexi Cap Fund	slipping · p26	—	—	—
Union Focused Fund - Direct Plan - Growth Option direct · growth	Focused Fund	strong · p91	3.43%	12.41%	11.33%
Union Focused Fund - Direct Plan - IDCW Option direct · idcw	Focused Fund	steady · p74	—	—	—
Union Focused Fund - Regular Plan - Growth Option regular · growth	Focused Fund	steady · p75	—	—	—
Union Focused Fund - Regular Plan - IDCW Option regular · idcw	Focused Fund	steady · p71	—	—	—
Union Large & Midcap Fund - Direct Plan - Growth Option direct · growth	Large & Mid Cap Fund	strong · p82	-1.13%	13.80%	13.12%
Union Large & Midcap Fund - Direct Plan - IDCW Option direct · idcw	Large & Mid Cap Fund	steady · p70	—	—	—
Union Large & Midcap Fund - Regular Plan - Growth Option regular · growth	Large & Mid Cap Fund	slipping · p23	—	—	—
Union Large & Midcap Fund - Regular Plan - IDCW Option regular · idcw	Large & Mid Cap Fund	slipping · p22	—	—	—
Union Largecap Fund - Direct Plan - Growth Option direct · growth	Large Cap Fund	steady · p69	-5.44%	9.42%	9.14%
Union Largecap Fund - Direct Plan - IDCW Option direct · idcw	Large Cap Fund	steady · p55	—	—	—
Union Largecap Fund - Regular Plan - Growth Option regular · growth	Large Cap Fund	steady · p54	—	—	—
Union Largecap Fund - Regular Plan - IDCW Option regular · idcw	Large Cap Fund	steady · p57	—	—	—
Union Midcap Fund - Direct Plan - Growth Option direct · growth	Mid Cap Fund	strong · p89	3.19%	18.66%	16.97%
Union Midcap Fund - Direct Plan - IDCW Option direct · idcw	Mid Cap Fund	slipping · p26	—	—	—
Union Midcap Fund - Regular Plan - Growth Option regular · growth	Mid Cap Fund	slipping · p25	—	—	—
Union Midcap Fund - Regular Plan - IDCW Option regular · idcw	Mid Cap Fund	slipping · p25	—	—	—
Union Multicap Fund - Direct Plan - Growth Option direct · growth	Multi Cap Fund	strong · p88	4.03%	16.53%	—
Union Multicap Fund - Direct Plan - IDCW Option direct · idcw	Multi Cap Fund	slipping · p42	—	—	—
Union Multicap Fund - Regular Plan - Growth Option regular · growth	Multi Cap Fund	slipping · p44	—	—	—
Union Multicap Fund - Regular Plan - IDCW Option regular · idcw	Multi Cap Fund	slipping · p43	—	—	—
Union Small Cap Fund - Direct Plan - Growth Option direct · growth	Small Cap Fund	strong · p97	11.91%	19.05%	17.54%
Union Small Cap Fund - Direct Plan - IDCW Option direct · idcw	Small Cap Fund	steady · p51	—	—	—
Union Small Cap Fund - Regular Plan - Growth Option regular · growth	Small Cap Fund	steady · p50	—	—	—
Union Small Cap Fund - Regular Plan - IDCW Option regular · idcw	Small Cap Fund	slipping · p49	—	—	—
Union Value Fund - Direct Plan - Growth Option direct · growth	Value Fund	strong · p90	-1.78%	15.15%	13.94%
Union Value Fund - Direct Plan - IDCW Option direct · idcw	Value Fund	slipping · p43	—	—	—
Union Value Fund - Regular Plan - Growth Option regular · growth	Value Fund	weak · p4	—	—	—
Union Value Fund - Regular Plan - IDCW Option regular · idcw	Value Fund	weak · p3	—	—	—