# Union Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory

**Canonical URL:** https://mfcalc.getabundance.in/amc/union-mutual-fund
**Official Legal Entity:** Union Mutual Fund
**Total Official AUM:** ₹28,635.71 Cr
**Total Schemes Managed:** 31
**Inception / Launch Date:** 2009-12-29
**Industry AUM Rank:** #27
**Registered Office:** Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
**Contact Telephone:** (022) 6748 3300
**Official Website:** https://www.unionmf.com

## Key Investment Personnel & Fund Managers (3)

### Gaurav Chopra
- **Education:** Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)
- **Experience:** Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates
- **Key Schemes Managed:** Union Small Cap Fund Direct Growth, Union Balanced Advantage Fund Direct Growth, Union Equity Savings Fund Direct Growth, Union Value Fund Direct Growth, Union Midcap Fund Direct Growth (+4 more)

### Sanjay Bembalkar
- **Education:** Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
- **Experience:** Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
- **Key Schemes Managed:** Union Flexi Cap Fund Direct Growth, Union ELSS Tax Saver Fund Direct Growth, Union Largecap Fund Direct Growth, Union Balanced Advantage Fund Direct Growth, Union Equity Savings Fund Direct Growth (+6 more)

### Pratik Dharmshi
- **Education:** Mr. Dharmshi has done B. Com & CA
- **Experience:** Prior to joining Union AMC, he was associated with UTI Pension Fund Limited, Safe Enterprises, Girik Capital, Edelweiss AMC, JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.
- **Key Schemes Managed:** Union Small Cap Fund Direct Growth, Union Largecap Fund Direct Growth, Union Focused Fund Direct Growth, Union Large & Midcap Fund Direct Growth, Union Midcap Fund Direct Growth (+3 more)

## Mutual Fund Schemes Directory (31)

| Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| [Union Innovation & Opportunities Fund](https://mfcalc.getabundance.in/fund/151903) | Equity Scheme - Sectoral/ Thematic | ₹1,296.34 Cr | ₹15.87 | +6.58% | +17.55% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/151903) |
| [Union Midcap Fund](https://mfcalc.getabundance.in/fund/148071) | Equity Scheme - Mid Cap Fund | ₹1,933.46 Cr | ₹50.53 | +2.70% | +14.95% | +12.47% | [View Factsheet](https://mfcalc.getabundance.in/fund/148071) |
| [Union Small Cap Fund](https://mfcalc.getabundance.in/fund/129647) | Equity Scheme - Small Cap Fund | ₹2,544.4 Cr | ₹57.52 | +13.23% | +14.10% | +14.95% | [View Factsheet](https://mfcalc.getabundance.in/fund/129647) |
| [Union Multicap Fund](https://mfcalc.getabundance.in/fund/150855) | Equity Scheme - Multi Cap Fund | ₹1,503.34 Cr | ₹17.19 | +4.31% | +13.68% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150855) |
| [Union Large & Midcap Fund](https://mfcalc.getabundance.in/fund/147748) | Equity Scheme - Large & Mid Cap Fund | ₹990.73 Cr | ₹26.70 | +1.33% | +11.81% | +9.13% | [View Factsheet](https://mfcalc.getabundance.in/fund/147748) |
| [Union Retirement Fund](https://mfcalc.getabundance.in/fund/150552) | Solution Oriented Scheme - Retirement Fund | ₹211.76 Cr | ₹16.05 | -0.25% | +11.62% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150552) |
| [Union Focused Fund](https://mfcalc.getabundance.in/fund/147490) | Equity Scheme - Focused Fund | ₹449.15 Cr | ₹27.22 | +4.01% | +10.97% | +7.96% | [View Factsheet](https://mfcalc.getabundance.in/fund/147490) |
| [Union Flexi Cap Fund](https://mfcalc.getabundance.in/fund/115270) | Equity Scheme - Flexi Cap Fund | ₹2,404.42 Cr | ₹51.91 | -0.95% | +10.44% | +8.35% | [View Factsheet](https://mfcalc.getabundance.in/fund/115270) |
| [Union Value Fund](https://mfcalc.getabundance.in/fund/145471) | Equity Scheme - Value Fund | ₹393.92 Cr | ₹27.83 | -4.85% | +10.44% | +9.96% | [View Factsheet](https://mfcalc.getabundance.in/fund/145471) |
| [Union Aggressive Hybrid Fund](https://mfcalc.getabundance.in/fund/148591) | Hybrid Scheme - Aggressive Hybrid Fund | ₹755.96 Cr | ₹18.45 | -0.05% | +9.77% | +7.40% | [View Factsheet](https://mfcalc.getabundance.in/fund/148591) |
| [Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund](https://mfcalc.getabundance.in/fund/116051) | Equity Scheme - ELSS | ₹859.27 Cr | ₹64.21 | -4.06% | +9.63% | +8.33% | [View Factsheet](https://mfcalc.getabundance.in/fund/116051) |
| [Union Largecap Fund](https://mfcalc.getabundance.in/fund/141247) | Equity Scheme - Large Cap Fund | ₹433.92 Cr | ₹22.90 | -5.18% | +7.90% | +5.72% | [View Factsheet](https://mfcalc.getabundance.in/fund/141247) |
| [Union Balanced Advantage Fund](https://mfcalc.getabundance.in/fund/142035) | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹1,222.35 Cr | ₹20.44 | -1.40% | +7.53% | +6.23% | [View Factsheet](https://mfcalc.getabundance.in/fund/142035) |
| [Union Liquid Fund](https://mfcalc.getabundance.in/fund/115398) | Debt Scheme - Liquid Fund | ₹7,469.8 Cr | ₹2726.21 | +6.40% | +6.83% | +6.35% | [View Factsheet](https://mfcalc.getabundance.in/fund/115398) |
| [Union Arbitrage Fund](https://mfcalc.getabundance.in/fund/146294) | Hybrid Scheme - Arbitrage Fund | ₹233.22 Cr | ₹15.15 | +6.06% | +6.54% | +5.97% | [View Factsheet](https://mfcalc.getabundance.in/fund/146294) |
| [Union Equity Savings Fund](https://mfcalc.getabundance.in/fund/144310) | Hybrid Scheme - Equity Savings | ₹119.39 Cr | ₹17.41 | +1.81% | +6.53% | +5.42% | [View Factsheet](https://mfcalc.getabundance.in/fund/144310) |
| [Union Corporate Bond Fund](https://mfcalc.getabundance.in/fund/143239) | Debt Scheme - Corporate Bond Fund | ₹299.71 Cr | ₹16.09 | +2.94% | +6.42% | +5.45% | [View Factsheet](https://mfcalc.getabundance.in/fund/143239) |
| [Union Money Market Fund](https://mfcalc.getabundance.in/fund/149116) | Debt Scheme - Money Market Fund | ₹1,267.14 Cr | ₹1331.17 | +5.97% | +6.41% | +5.79% | [View Factsheet](https://mfcalc.getabundance.in/fund/149116) |
| [Union Overnight Fund](https://mfcalc.getabundance.in/fund/146997) | Debt Scheme - Overnight Fund | ₹760.07 Cr | ₹1450.89 | +5.17% | +5.92% | +5.67% | [View Factsheet](https://mfcalc.getabundance.in/fund/146997) |
| [Union Dynamic Term Fund](https://mfcalc.getabundance.in/fund/116555) | Income/Debt Oriented Schemes - Dynamic Term Fund | ₹63.92 Cr | ₹23.47 | +1.09% | +4.92% | +4.02% | [View Factsheet](https://mfcalc.getabundance.in/fund/116555) |
| [Union Gilt Fund](https://mfcalc.getabundance.in/fund/150405) | Debt Scheme - Gilt Fund | ₹82.71 Cr | ₹12.22 | +1.40% | +4.73% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150405) |
| [Union Children's Fund](https://mfcalc.getabundance.in/fund/152217) | Solution Oriented Scheme - Children’s Fund | ₹92.78 Cr | ₹12.37 | -3.89% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152217) |
| [Union Business Cycle Fund](https://mfcalc.getabundance.in/fund/152411) | Equity Scheme - Sectoral/ Thematic | ₹511.16 Cr | ₹11.53 | -0.09% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152411) |
| [Union Multi Asset Allocation Fund](https://mfcalc.getabundance.in/fund/152786) | Hybrid Scheme - Multi Asset Allocation | ₹1,003.67 Cr | ₹11.93 | +3.83% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152786) |
| [Union Active Momentum Fund](https://mfcalc.getabundance.in/fund/153111) | Equity Scheme - Sectoral/ Thematic | ₹517.98 Cr | ₹9.83 | +13.38% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153111) |
| [Union Short Term Fund](https://mfcalc.getabundance.in/fund/153240) | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹107.39 Cr | ₹11.01 | +3.68% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153240) |
| [Union Gold ETF Fund of Fund](https://mfcalc.getabundance.in/fund/153338) | Other Scheme - FoF Domestic | ₹166.41 Cr | ₹16.08 | +15.00% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153338) |
| [Union Income Plus Arbitrage Active FOF](https://mfcalc.getabundance.in/fund/153573) | Other Scheme - FoF Domestic | ₹60.43 Cr | ₹10.49 | +3.90% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153573) |
| [Union Ultra Short to Short Term Fund](https://mfcalc.getabundance.in/fund/153652) | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹350.75 Cr | ₹10.64 | +4.64% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153652) |
| [Union Diversified Equity All Cap Active FOF](https://mfcalc.getabundance.in/fund/153822) | Other Scheme - FoF Domestic | ₹198.72 Cr | ₹10.57 | +4.65% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153822) |
| [Union Consumption Fund](https://mfcalc.getabundance.in/fund/154022) | Equity Scheme - Sectoral/ Thematic | ₹331.44 Cr | ₹9.84 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154022) |

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### Regulatory Disclosures & Distributor Attribution

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results.

**Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).