Union Mutual Fund
Total schemes
140
Direct + Growth
31
Avg percentile
p39.6
Strong-rated funds
8
Schemes
| Scheme | Category | FundScore | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Union ELSS Tax Saver Fund - Direct Plan - Growth Option direct · growth | ELSS | steady · p58 | 5.10% | 12.45% | 12.40% |
| Union ELSS Tax Saver Fund - Direct Plan - IDCW Option direct · idcw | ELSS | steady · p59 | 5.10% | 12.45% | 12.40% |
| Union ELSS Tax Saver Fund - Growth Option regular · growth | ELSS | slipping · p49 | 4.15% | 11.44% | 11.43% |
| Union ELSS Tax Saver Fund - IDCW Option regular · idcw | ELSS | slipping · p48 | 4.16% | 11.43% | 11.43% |
| Union Flexi Cap Fund - Direct Plan - Growth Option direct · growth | Flexi Cap Fund | steady · p65 | 6.78% | 13.00% | 12.17% |
| Union Flexi Cap Fund - Direct Plan - IDCW Option direct · idcw | Flexi Cap Fund | slipping · p42 | -1.29% | 10.08% | 10.43% |
| Union Flexi Cap Fund - Growth Option regular · growth | Flexi Cap Fund | steady · p56 | 5.64% | 11.75% | 10.93% |
| Union Flexi Cap Fund - IDCW Option regular · idcw | Flexi Cap Fund | slipping · p26 | -6.78% | 7.18% | 8.19% |
| Union Focused Fund - Direct Plan - Growth Option direct · growth | Focused Fund | steady · p77 | 11.46% | 13.13% | 11.59% |
| Union Focused Fund - Direct Plan - IDCW Option direct · idcw | Focused Fund | steady · p76 | 11.46% | 13.13% | 11.59% |
| Union Focused Fund - Regular Plan - Growth Option regular · growth | Focused Fund | steady · p61 | 10.35% | 12.00% | 10.51% |
| Union Focused Fund - Regular Plan - IDCW Option regular · idcw | Focused Fund | steady · p60 | 10.35% | 12.00% | 10.51% |
| Union Large & Midcap Fund - Direct Plan - Growth Option direct · growth | Large & Mid Cap Fund | steady · p68 | 10.21% | 14.84% | 14.02% |
| Union Large & Midcap Fund - Direct Plan - IDCW Option direct · idcw | Large & Mid Cap Fund | steady · p67 | 10.21% | 14.84% | 14.02% |
| Union Large & Midcap Fund - Regular Plan - Growth Option regular · growth | Large & Mid Cap Fund | slipping · p45 | 8.76% | 13.30% | 12.53% |
| Union Large & Midcap Fund - Regular Plan - IDCW Option regular · idcw | Large & Mid Cap Fund | slipping · p45 | 8.76% | 13.30% | 12.53% |
| Union Largecap Fund - Direct Plan - Growth Option direct · growth | Large Cap Fund | slipping · p40 | 2.31% | 9.80% | 9.67% |
| Union Largecap Fund - Direct Plan - IDCW Option direct · idcw | Large Cap Fund | slipping · p40 | 2.31% | 9.80% | 9.67% |
| Union Largecap Fund - Regular Plan - Growth Option regular · growth | Large Cap Fund | slipping · p34 | 1.42% | 8.84% | 8.79% |
| Union Largecap Fund - Regular Plan - IDCW Option regular · idcw | Large Cap Fund | slipping · p34 | 1.42% | 8.84% | 8.79% |
| Union Midcap Fund - Direct Plan - Growth Option direct · growth | Mid Cap Fund | strong · p81 | 14.08% | 19.17% | 17.02% |
| Union Midcap Fund - Direct Plan - IDCW Option direct · idcw | Mid Cap Fund | strong · p82 | 14.08% | 19.17% | 17.02% |
| Union Midcap Fund - Regular Plan - Growth Option regular · growth | Mid Cap Fund | steady · p69 | 12.57% | 17.49% | 15.36% |
| Union Midcap Fund - Regular Plan - IDCW Option regular · idcw | Mid Cap Fund | steady · p68 | 12.57% | 17.49% | 15.36% |
| Union Multicap Fund - Direct Plan - Growth Option direct · growth | Multi Cap Fund | steady · p72 | 14.34% | 16.83% | — |
| Union Multicap Fund - Direct Plan - IDCW Option direct · idcw | Multi Cap Fund | steady · p73 | 14.34% | 16.83% | — |
| Union Multicap Fund - Regular Plan - Growth Option regular · growth | Multi Cap Fund | steady · p59 | 13.05% | 15.39% | — |
| Union Multicap Fund - Regular Plan - IDCW Option regular · idcw | Multi Cap Fund | steady · p58 | 13.05% | 15.39% | — |
| Union Small Cap Fund - Direct Plan - Growth Option direct · growth | Small Cap Fund | strong · p93 | 24.19% | 19.70% | 17.96% |
| Union Small Cap Fund - Direct Plan - IDCW Option direct · idcw | Small Cap Fund | steady · p54 | 9.19% | 14.66% | 14.97% |
| Union Small Cap Fund - Regular Plan - Growth Option regular · growth | Small Cap Fund | strong · p88 | 22.79% | 18.31% | 16.69% |
| Union Small Cap Fund - Regular Plan - IDCW Option regular · idcw | Small Cap Fund | slipping · p42 | 8.51% | 13.53% | 13.84% |
| Union Value Fund - Direct Plan - Growth Option direct · growth | Value Fund | strong · p87 | 6.97% | 14.70% | 14.38% |
| Union Value Fund - Direct Plan - IDCW Option direct · idcw | Value Fund | strong · p88 | 6.97% | 14.70% | 14.38% |
| Union Value Fund - Regular Plan - Growth Option regular · growth | Value Fund | steady · p72 | 5.70% | 13.41% | 13.21% |
| Union Value Fund - Regular Plan - IDCW Option regular · idcw | Value Fund | steady · p73 | 5.70% | 13.41% | 13.21% |