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Union Mutual Fund for NRIs - Top Funds, AUM, Returns 2024

Union Asset Management Co. Pvt. Ltd. is a Arbitrage mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Union Asset Management Co. Pvt. Ltd. has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an .

Union Asset Management Co. Pvt. Ltd. is a mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Union Asset Management Co. Pvt. Ltd. has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an Avg 1 year Return of Kotak Mutual Fund is 15.34%

Best Union Mutual Funds for NRIs

Fund NameCategoryRisk1Y ReturnFund Size
Union Small Cap Fund Regular GrowthEquityvery high Risk45.98%3,669.91 Cr
Union Liquid Fund GrowthMoney Marketlow to moderate Risk7.28%2,894.14 Cr
Union Flexi Cap Fund GrowthEquityvery high Risk39.83%1,986.67 Cr
Union Balanced Advantage Fund Regular GrowthAllocationvery high Risk19.25%1,608.71 Cr
Union Midcap Fund Regular GrowthEquityvery high Risk45.28%1,064.7 Cr
Union ELSS Tax Saver Fund GrowthEquityvery high Risk38.26%846.64 Cr
Union Multicap Fund Regular GrowthEquityvery high Risk42.89%832.45 Cr
Union Large & Midcap Fund Regular GrowthEquityvery high Risk37.90%705.7 Cr
Union Innovation & Opportunities Fund Regular GrowthEquityvery high Risk0.00%600.98 Cr
Union Aggressive Hybrid Fund Regular GrowthAllocationvery high Risk29.43%591.13 Cr
Union Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk6.41%432.4 Cr
Union Business Cycle Fund Regular GrowthEquityvery high Risk0.00%421.17 Cr
Union Focused Fund Regular GrowthEquityvery high Risk32.89%388.31 Cr
Union Largecap Fund Regular GrowthEquityvery high Risk35.13%318.76 Cr
Union Overnight Fund Regular GrowthMoney Marketlow Risk6.69%255.97 Cr
Union Value Fund Regular GrowthEquityvery high Risk43.85%226.87 Cr
Union Medium Duration Fund Regular GrowthFixed Incomemoderate Risk6.11%226.58 Cr
Union Money Market Fund Regular GrowthFixed Incomelow to moderate Risk6.40%181.49 Cr
Union Equity Savings Fund Regular GrowthAllocationmoderate Risk14.96%156.51 Cr
Union Arbitrage Fund Regular GrowthAlternativelow Risk7.83%156.38 Cr
Union Gilt Fund Regular GrowthFixed Incomemoderate Risk6.16%133.9 Cr
Union Retirement Fund Regular GrowthAllocationvery high Risk40.99%120.24 Cr
Union Dynamic Bond GrowthFixed Incomemoderate Risk5.92%112.09 Cr
Union Children's Fund Regular GrowthAllocationvery high Risk0.00%42.54 Cr

How can NRIs invest in Union Asset Management Co. Pvt. Ltd.?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Union Asset Management Co. Pvt. Ltd.
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions

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