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Union Mutual Fund Equity & Hybrid Funds

16 active schemes • Total Tracked AUM: Rs 14,911 cr • Data as of 2026-11-11

Showing all active regular growth equity and hybrid mutual fund schemes managed by Union Mutual Fund. The best-ranked fund from this fund house is Union Innovation & Opportunities Fund (Overall Rank #58, Score 6.6/10).

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Rank	Scheme	Score	1Y Return	3Y CAGR	5Y CAGR	Alpha	Beta	Expense	Upside	Downside	Fund Size
#58	UN Union Innovation & Opportunities Fund Sectoral / Thematic 3Y: +18.29% • 5Y: - • AUM: Rs 1,380 cr	6.6	+12.04%	+18.29%	-	+5.50%	1.09	2.31%	118.4%	92.7%	Rs 1,380 cr
#123	UN Union Midcap Fund Mid Cap 3Y: +15.14% • 5Y: +12.64% • AUM: Rs 1,996 cr	4.6	+6.22%	+15.14%	+12.64%	+0.83%	0.96	2.35%	96.4%	91.4%	Rs 1,996 cr
#127	UN Union Multicap Fund Multi Cap 3Y: +14.20% • 5Y: - • AUM: Rs 1,621 cr	4.3	+8.67%	+14.20%	-	+1.98%	1.01	2.50%	105.1%	96.4%	Rs 1,621 cr
#203	UN Union Small Cap Fund Small Cap 3Y: +14.12% • 5Y: +14.94% • AUM: Rs 2,796 cr	4.3	+17.28%	+14.12%	+14.94%	+2.00%	0.94	2.17%	92.2%	82.1%	Rs 2,796 cr
#214	UN Union Large & Midcap Fund Large & Mid Cap 3Y: +12.68% • 5Y: +9.78% • AUM: Rs 1,038 cr	4.4	+6.30%	+12.68%	+9.78%	+0.49%	1.04	2.54%	99.4%	95.3%	Rs 1,038 cr
#232	UN Union Focused Fund Focused 3Y: +12.18% • 5Y: +8.75% • AUM: Rs 464 cr	3.9	+9.01%	+12.18%	+8.75%	+0.38%	0.98	2.55%	89.9%	82.1%	Rs 464 cr
#260	UN Union Aggressive Hybrid Fund Aggressive Hybrid 3Y: +10.39% • 5Y: +7.92% • AUM: Rs 772 cr	3.7	+3.65%	+10.39%	+7.92%	+1.08%	0.75	2.75%	81.4%	68.3%	Rs 772 cr
#285	UN Union Value Fund Value 3Y: +10.95% • 5Y: +10.57% • AUM: Rs 401 cr	4.2	-0.90%	+10.95%	+10.57%	-1.02%	1.00	2.70%	92.7%	95.7%	Rs 401 cr
#341	UN Union Largecap Fund Large Cap 3Y: +9.15% • 5Y: +6.68% • AUM: Rs 452 cr	2.6	-0.46%	+9.15%	+6.68%	-0.79%	1.00	2.58%	91.5%	92.2%	Rs 452 cr
#348	UN Union Balanced Advantage Fund Balanced Advantage Beginner 3Y: +8.33% • 5Y: +6.85% • AUM: Rs 1,202 cr	3.7	+2.08%	+8.33%	+6.85%	-0.46%	0.61	2.50%	63.2%	51.4%	Rs 1,202 cr
#368	UN Union Arbitrage Fund Arbitrage 3Y: +6.57% • 5Y: +6.02% • AUM: Rs 240 cr	4.4	+6.22%	+6.57%	+6.02%	-	-	2.29%	-	-	Rs 240 cr
#388	UN Union Equity Savings Fund Equity Savings 3Y: +6.93% • 5Y: +5.77% • AUM: Rs 116 cr	2.7	+3.75%	+6.93%	+5.77%	-	-	2.58%	-	-	Rs 116 cr
#444	UN Union Active Momentum Fund Sectoral / Thematic 3Y: - • 5Y: - • AUM: Rs 564 cr	5.8	+15.97%	-	-	+14.88%	1.04	3.89%	118.5%	48.7%	Rs 564 cr
#483	UN Union Multi Asset Allocation Fund Multi Asset Allocation 3Y: - • 5Y: - • AUM: Rs 1,019 cr	4.2	+6.97%	-	-	+6.27%	0.76	2.39%	53.8%	23.9%	Rs 1,019 cr
#493	UN Union Business Cycle Fund Sectoral / Thematic 3Y: - • 5Y: - • AUM: Rs 510 cr	4.3	+4.98%	-	-	+4.11%	1.04	3.03%	114.3%	94.4%	Rs 510 cr
-	UN Union Consumption Fund Sectoral / Thematic 3Y: - • 5Y: - • AUM: Rs 340 cr	5.3	-	-	-	-	-	2.68%	-	-	Rs 340 cr