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Union Mutual Fund for NRIs - Top Funds, AUM, Returns 2025

Union Asset Management Company Pvt. Ltd is a Arbitrage mutual fund scheme from Union Asset Management Company Pvt. Ltd. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Union Asset Management Company 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 Company Pvt. Ltd is a mutual fund scheme from Union Asset Management Company Pvt. Ltd. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Union Asset Management Company 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 Risk-1.39%₹5,842.2 Cr
Union Small Cap Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹5,842.2 Cr
Union Small Cap Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹5,842.2 Cr
Union Liquid Fund GrowthMoney Marketlow to moderate Risk7.29%₹4,472.93 Cr
Union Liquid Fund Daily Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Liquid Fund Fortnightly Payout of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Liquid Fund Weekly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Liquid Fund Monthly Payout of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Liquid Fund Fortnightly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Liquid Fund Monthly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow to moderate Risk0.00%₹4,472.93 Cr
Union Balanced Advantage Fund Regular Reinvestment of Income Distribution cum capital withdrawalAllocationvery high Risk0.00%₹1,457.11 Cr
Union Balanced Advantage Fund Regular GrowthAllocationvery high Risk5.67%₹1,457.11 Cr
Union Balanced Advantage Fund Regular Payout of Income Distribution cum capital withdrawalAllocationvery high Risk0.00%₹1,457.11 Cr
Union Midcap Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,380.72 Cr
Union Midcap Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,380.72 Cr
Union Midcap Fund Regular GrowthEquityvery high Risk5.43%₹1,380.72 Cr
Union Multicap Fund Regular GrowthEquityvery high Risk3.69%₹1,090.34 Cr
Union Multicap Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,090.34 Cr
Union Multicap Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,090.34 Cr
Union Flexi Cap Fund GrowthEquityvery high Risk4.25%₹1,090.34 Cr
Union Flexi Cap Fund Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,090.34 Cr
Union Flexi Cap Fund Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹1,090.34 Cr
Union ELSS Tax Saver Fund GrowthEquityvery high Risk3.24%₹935.47 Cr
Union ELSS Tax Saver Fund Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹935.47 Cr
Union Innovation & Opportunities Fund Regular IDCW Payout Inc Dist cum Cap WdrlEquityvery high Risk0.00%₹894.19 Cr
Union Innovation & Opportunities Fund Regular IDCW Reinvestment Inc Dist cum Cap WdrlEquityvery high Risk0.00%₹894.19 Cr
Union Innovation & Opportunities Fund Regular GrowthEquityvery high Risk8.12%₹894.19 Cr
Union Multi Asset Allocation Fund Regular GrowthAllocationvery high Risk0.00%₹868.47 Cr
Union Multi Asset Allocation Fund Regular Payout Inc Dist cum Cap WdrlAllocationvery high Risk0.00%₹868.47 Cr
Union Multi Asset Allocation Fund Regular Reinvestment Inc Dist cum Cap WdrlAllocationvery high Risk0.00%₹868.47 Cr
Union Large & Midcap Fund Regular GrowthEquityvery high Risk3.68%₹847.32 Cr
Union Large & Midcap Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹847.32 Cr
Union Large & Midcap Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹847.32 Cr
Union Aggressive Hybrid Fund Regular Payout of Income Distribution cum capital withdrawalAllocationvery high Risk0.00%₹636.88 Cr
Union Aggressive Hybrid Fund Regular Reinvestment of Income Distribution cum capital withdrawalAllocationvery high Risk0.00%₹636.88 Cr
Union Aggressive Hybrid Fund Regular GrowthAllocationvery high Risk5.89%₹636.88 Cr
Union Business Cycle Fund Regular GrowthEquityvery high Risk1.15%₹573.82 Cr
Union Business Cycle Fund Regular Payout of Income Distribution cum capital withdrawal optionEquityvery high Risk0.00%₹573.82 Cr
Union Business Cycle Fund Regular Reinvestment of Income Distribution cum capital withdrawal optionEquityvery high Risk0.00%₹573.82 Cr
Union Largecap Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹438.15 Cr
Union Largecap Fund Regular GrowthEquityvery high Risk2.35%₹438.15 Cr
Union Largecap Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹438.15 Cr
Union Focused Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹423.34 Cr
Union Focused Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹423.34 Cr
Union Focused Fund Regular GrowthEquityvery high Risk1.18%₹423.34 Cr
Union Equity Savings Fund Regular Payout of Income Distribution cum capital withdrawalAllocationmoderate Risk0.00%₹353.91 Cr
Union Equity Savings Fund Regular GrowthAllocationmoderate Risk5.51%₹353.91 Cr
Union Equity Savings Fund Regular Reinvestment of Income Distribution cum capital withdrawalAllocationmoderate Risk0.00%₹353.91 Cr
Union Value Fund Regular GrowthEquityvery high Risk5.51%₹300.49 Cr
Union Value Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹300.49 Cr
Union Value Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹300.49 Cr
Union Corporate Bond Fund Regular Payout of Income Distribution cum capital withdrawalFixed Incomemoderate Risk0.00%₹257.69 Cr
Union Corporate Bond Fund Regular Reinvestment of Income Distribution cum capital withdrawalFixed Incomemoderate Risk0.00%₹257.69 Cr
Union Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk9.69%₹257.69 Cr
Union Arbitrage Fund Regular GrowthAlternativelow Risk7.11%₹233.48 Cr
Union Arbitrage Fund Regular Payout of Income Distribution cum capital withdrawalAlternativelow Risk0.00%₹233.48 Cr
Union Arbitrage Fund Regular Reinvestment of Income Distribution cum capital withdrawalAlternativelow Risk0.00%₹233.48 Cr
Union Overnight Fund Regular Daily Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular Fortnightly Payout of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular Monthly Payout of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular Monthly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular Weekly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular Fortnightly Reinvestment of Income Distribution cum capital withdrawalMoney Marketlow Risk0.00%₹210.03 Cr
Union Overnight Fund Regular GrowthMoney Marketlow Risk6.48%₹210.03 Cr
Union Money Market Fund Regular GrowthFixed Incomelow to moderate Risk7.06%₹172.67 Cr
Union Money Market Fund Regular Monthly Payout Inc Dist cum Cap WdrlFixed Incomelow to moderate Risk0.00%₹172.67 Cr
Union Money Market Fund Regular Daily Reinvestment Inc Dist cum Cap WdrlFixed Incomelow to moderate Risk0.00%₹172.67 Cr
Union Money Market Fund Regular Monthly Reinvestment Inc Dist cum Cap WdrlFixed Incomelow to moderate Risk0.00%₹172.67 Cr
Union Retirement Fund Regular GrowthAllocationvery high Risk4.71%₹154.02 Cr
Union Retirement Fund Regular Payout Inc Dist cum Cap WdrlAllocationvery high Risk0.00%₹154.02 Cr
Union Gilt Fund Regular Annually Reinvestment Inc Dist cum Cap WdrlFixed Incomemoderate Risk0.00%₹140.36 Cr
Union Gilt Fund Regular Half Yearly Reinvestment Inc Dist cum Cap WdrlFixed Incomemoderate Risk0.00%₹140.36 Cr
Union Gilt Fund Regular Annually Payout Inc Dist cum Cap WdrlFixed Incomemoderate Risk0.00%₹140.36 Cr
Union Gilt Fund Regular Half Yearly Payout Inc Dist cum Cap WdrlFixed Incomemoderate Risk0.00%₹140.36 Cr
Union Gilt Fund Regular GrowthFixed Incomemoderate Risk12.01%₹140.36 Cr
Union Medium Duration Fund Regular Payout of Income Distribution cum capital withdrawalFixed Incomemoderate Risk7.53%₹80.77 Cr
Union Medium Duration Fund Regular Reinvestment of Income Distribution cum capital withdrawalFixed Incomemoderate Risk7.53%₹80.77 Cr
Union Medium Duration Fund Regular GrowthFixed Incomemoderate Risk7.53%₹80.77 Cr
Union Dynamic Bond GrowthFixed Incomemoderate Risk11.76%₹78.74 Cr
Union Dynamic Bond Payout of Income Distribution cum capital withdrawalFixed Incomemoderate Risk0.00%₹78.74 Cr
Union Dynamic Bond Reinvestment of Income Distribution cum capital withdrawalFixed Incomemoderate Risk0.00%₹78.74 Cr
Union Children's Fund Regular GrowthAllocationvery high Risk6.67%₹60.96 Cr
Union Children's Fund Regular IDCW Payout of Income Distribution cum capital withdrawalAllocationvery high Risk0.00%₹60.96 Cr
Union ELSS Tax Saver Fund - IDCW OptionEquity Risk0.00%₹923
Union Short Duration Fund - Regular Plan - IDCW OptionFixed Income Risk0.00%₹520
Union Short Duration Fund - Regular Plan - IDCW OptionFixed Income Risk0.00%₹520
Union Short Duration Fund - Regular Plan - Growth OptionFixed Income Risk0.00%₹0
UNION GOLD ETF FUND OF FUND - REGULAR PLAN - IDCW REINVESTMENTCommodity Risk0.00%₹0
UNION GOLD ETF FUND OF FUND - REGULAR PLAN - IDCW PAYOUTCommodity Risk0.00%₹0
UNION GOLD ETF FUND OF FUND - REGULAR PLAN - GROWTHCommodity Risk0.00%₹0
Union Active Momentum Fund Regular GrowthEquityvery high Risk0.00%₹0
Union Active Momentum Fund Regular Payout of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹0
Union Active Momentum Fund Regular Reinvestment of Income Distribution cum capital withdrawalEquityvery high Risk0.00%₹0
Union Gold ETFCommodity Risk0.00%₹0

How can NRIs invest in Union Asset Management Company 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 Company 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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