Banking & Investments Simplified for NRIs

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 Name	Category	Risk	1Y Return	Fund Size
Union Liquid Fund-Growth	Money Market	low to moderate Risk	6.20%	₹7,923.43 Cr
Union Small Cap Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹5,842.2 Cr
Union Small Cap Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹5,842.2 Cr
Union Liquid Fund Daily Reinvestment of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Liquid Fund Fortnightly Payout of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Liquid Fund Weekly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Liquid Fund Monthly Payout of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Liquid Fund Fortnightly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Liquid Fund Monthly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low to moderate Risk	0.00%	₹4,472.93 Cr
Union Flexi Cap Fund-Growth	Equity	very high Risk	1.32%	₹2,348.87 Cr
Union Small Cap Fund -Growth	Equity	very high Risk	11.94%	₹1,787.25 Cr
Union Midcap Fund -Growth	Equity	very high Risk	8.87%	₹1,652.42 Cr
Union Balanced Advantage Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Allocation	very high Risk	0.00%	₹1,457.11 Cr
Union Balanced Advantage Fund Regular Payout of Income Distribution cum capital withdrawal	Allocation	very high Risk	0.00%	₹1,457.11 Cr
Union Midcap Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,380.72 Cr
Union Midcap Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,380.72 Cr
Union Multicap Fund -Growth	Equity	very high Risk	5.39%	₹1,318.17 Cr
Union Balanced Advantage Fund -Growth	Allocation	very high Risk	1.63%	₹1,304.78 Cr
Union Flexi Cap Fund Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,090.34 Cr
Union Multicap Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,090.34 Cr
Union Multicap Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,090.34 Cr
Union Flexi Cap Fund Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹1,090.34 Cr
Union Low Duration Fund -Growth	Fixed Income	Risk	0.00%	₹1,066.78 Cr
Union Innovation & Opportunities Fund -Growth	Equity	very high Risk	4.72%	₹1,052.97 Cr
Union Multi Asset Allocation Fund -Growth	Allocation	very high Risk	16.25%	₹962.66 Cr
Union ELSS Tax Saver Fund Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹935.47 Cr
Union Large & Midcap Fund -Growth	Equity	very high Risk	3.90%	₹934.59 Cr
Union Innovation & Opportunities Fund Regular IDCW Payout Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹894.19 Cr
Union Innovation & Opportunities Fund Regular IDCW Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹894.19 Cr
Union ELSS Tax Saver Fund-Growth	Equity	very high Risk	2.17%	₹875.66 Cr
Union Multi Asset Allocation Fund Regular Payout Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹868.47 Cr
Union Multi Asset Allocation Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹868.47 Cr
Union Large & Midcap Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹847.32 Cr
Union Large & Midcap Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹847.32 Cr
Union Aggressive Hybrid Fund -Growth	Allocation	very high Risk	3.08%	₹704.55 Cr
Union Aggressive Hybrid Fund Regular Payout of Income Distribution cum capital withdrawal	Allocation	very high Risk	0.00%	₹636.88 Cr
Union Aggressive Hybrid Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Allocation	very high Risk	0.00%	₹636.88 Cr
Union Corporate Bond Fund -Growth	Fixed Income	moderate Risk	4.32%	₹587.23 Cr
Union Business Cycle Fund Regular Payout of Income Distribution cum capital withdrawal option	Equity	very high Risk	0.00%	₹573.82 Cr
Union Business Cycle Fund Regular Reinvestment of Income Distribution cum capital withdrawal option	Equity	very high Risk	0.00%	₹573.82 Cr
Union Business Cycle Fund -Growth	Equity	very high Risk	2.77%	₹522.72 Cr
Union Largecap Fund -Growth	Equity	very high Risk	-0.09%	₹453.03 Cr
Union Active Momentum Fund -Growth	Equity	very high Risk	0.00%	₹445.02 Cr
Union Largecap Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹438.15 Cr
Union Largecap Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹438.15 Cr
Union Focused Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹423.34 Cr
Union Focused Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹423.34 Cr
Union Focused Fund -Growth	Equity	very high Risk	3.96%	₹419.13 Cr
Union Money Market Fund -Growth	Fixed Income	low to moderate Risk	5.87%	₹399.3 Cr
Union Value Fund -Growth	Equity	very high Risk	5.06%	₹375.37 Cr
Union Equity Savings Fund Regular Payout of Income Distribution cum capital withdrawal	Allocation	moderate Risk	0.00%	₹353.91 Cr
Union Equity Savings Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Allocation	moderate Risk	0.00%	₹353.91 Cr
Union Consumption Fund -Growth	Equity	very high Risk	0.00%	₹320.47 Cr
Union Value Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹300.49 Cr
Union Value Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹300.49 Cr
Union Overnight Fund -Growth	Money Market	low Risk	5.35%	₹296.51 Cr
Union Arbitrage Fund -Growth	Alternative	low Risk	5.56%	₹275.51 Cr
Union Gold ETF-Growth	Commodity	Risk	61.86%	₹264.21 Cr
Union Corporate Bond Fund Regular Payout of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹257.69 Cr
Union Corporate Bond Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹257.69 Cr
Union Arbitrage Fund Regular Payout of Income Distribution cum capital withdrawal	Alternative	low Risk	0.00%	₹233.48 Cr
Union Arbitrage Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Alternative	low Risk	0.00%	₹233.48 Cr
Union Overnight Fund Regular Daily Reinvestment of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Overnight Fund Regular Fortnightly Payout of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Overnight Fund Regular Monthly Payout of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Overnight Fund Regular Monthly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Overnight Fund Regular Weekly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Overnight Fund Regular Fortnightly Reinvestment of Income Distribution cum capital withdrawal	Money Market	low Risk	0.00%	₹210.03 Cr
Union Retirement Fund -Growth	Allocation	very high Risk	5.77%	₹195.69 Cr
Union Diversified Equity All Cap Active FoF -Growth	Equity	very high Risk	0.00%	₹187.84 Cr
Union Gold ETF FoF -Growth	Commodity	Risk	60.34%	₹173.37 Cr
Union Money Market Fund Regular Weekly Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹172.67 Cr
Union Money Market Fund Regular Daily Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹172.67 Cr
Union Money Market Fund Regular Monthly Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹172.67 Cr
Union Money Market Fund Regular Monthly Payout Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹172.67 Cr
Union Retirement Fund Regular Payout Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹154.02 Cr
Union Equity Savings Fund -Growth	Allocation	moderate Risk	2.52%	₹143.75 Cr
Union Gilt Fund Regular Annually Payout Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹140.36 Cr
Union Gilt Fund Regular Annually Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹140.36 Cr
Union Gilt Fund Regular Half Yearly Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹140.36 Cr
Union Gilt Fund Regular Half Yearly Payout Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹140.36 Cr
Union Short Duration Fund -Growth	Fixed Income	Risk	4.98%	₹137.17 Cr
Union Gilt Fund -Growth	Fixed Income	moderate Risk	-4.02%	₹101.55 Cr
Union Dynamic Bond Fund-Growth	Fixed Income	moderate Risk	-2.38%	₹100.31 Cr
Union Income Plus Arbitrage Active FoF -Growth	Fixed Income	Risk	0.00%	₹91.74 Cr
Union Children's Fund -Growth	Allocation	very high Risk	3.26%	₹82.34 Cr
Union Medium Duration Fund Regular Payout of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	7.53%	₹80.77 Cr
Union Medium Duration Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	7.53%	₹80.77 Cr
Union Dynamic Bond Payout of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹78.74 Cr
Union Dynamic Bond Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹78.74 Cr
Union Children's Fund Regular IDCW Payout of Income Distribution cum capital withdrawal	Allocation	very high Risk	0.00%	₹60.96 Cr
Union ELSS Tax Saver Fund - IDCW Option	Equity	Risk	0.00%	₹923
Union Short Duration Fund - Regular Plan - IDCW Option	Fixed Income	Risk	0.00%	₹520
Union Short Duration Fund - Regular Plan - IDCW Option	Fixed Income	Risk	0.00%	₹520
Union Low Duration Fund - Regular Plan - IDCW Option	Fixed Income	Risk	0.00%	₹0
Union Income Plus Arbitrage Active FOF - Regular Plan - IDCW Option	Fixed Income	Risk	0.00%	₹0
Union Income Plus Arbitrage Active FOF - Regular Plan - IDCW Option	Fixed Income	Risk	0.00%	₹0
UNION GOLD ETF FUND OF FUND - REGULAR PLAN - IDCW REINVESTMENT	Commodity	Risk	0.00%	₹0
UNION GOLD ETF FUND OF FUND - REGULAR PLAN - IDCW PAYOUT	Commodity	Risk	0.00%	₹0
Union Active Momentum Fund Regular Payout of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹0
Union Active Momentum Fund Regular Reinvestment of Income Distribution cum capital withdrawal	Equity	very high Risk	0.00%	₹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

Can NRIs invest in Union Asset Management Company Pvt. Ltd?

How can NRI buy Union Asset Management Company Pvt. Ltd ?

Does Union Asset Management Company Pvt. Ltd accept an NRI application with a foreign bank account details?

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Banking & Investments Simplified for NRIs

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Union Mutual Fund for NRIs - Top Funds, AUM, Returns 2026

Best Union Mutual Funds for NRIs

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

Frequently Asked Questions

Can NRIs invest in Union Asset Management Company Pvt. Ltd?

How can NRI buy Union Asset Management Company Pvt. Ltd ?

Does Union Asset Management Company Pvt. Ltd accept an NRI application with a foreign bank account details?

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Motilal Oswal Asset Management Company Limited

WhiteOak Capital Asset Management Limited

Mirae Asset Investment Managers (India) Private Limited

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