Fund house
Union
Every active direct-plan growth scheme from Union, with peer-ranked returns, Sharpe ratio and max drawdown. Click any scheme to open its full diligence page.
Active schemes
32
Direct · Growth
Categories covered
27
SEBI categories
Avg 1Y return
+5.78%
Across all schemes
Avg 5Y CAGR
+10.31%
Across all schemes
Top 1-year performers at Union
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Union Gold ETF Fund of Fund - Direct Plan - Growth Option Fund of Funds - Domestic+55.01%
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Union Small Cap Fund - Direct Plan - Growth Option Small Cap Fund+14.86%
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Union Multi Asset Allocation Fund- Direct Plan - Growth Option Multi Asset Allocation Fund+13.83%
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Union Active Momentum Fund - Direct Plan - Growth Option Sectoral/Thematic Fund+9.82%
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Union Midcap Fund - Direct Plan - Growth Option Mid Cap Fund+7.85%
Top 5-year performers at Union
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Union Small Cap Fund - Direct Plan - Growth Option Small Cap Fund+18.49%
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Union Midcap Fund - Direct Plan - Growth Option Mid Cap Fund+18.14%
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+14.61%
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Union Large & Midcap Fund - Direct Plan - Growth Option Large & Mid Cap Fund+13.98%
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+12.69%
Peer quartile compares the fund against every other Indian scheme in the same SEBI category. Q1 = top 25%.
Frequently asked questions
Generated from this fund house's live data — scheme count, category mix, top performers. Updated daily.
Union is an Indian asset management company (AMC) registered with SEBI. It manages mutual fund schemes across multiple SEBI categories and reports daily NAVs to AMFI. ProfitGuruOnline tracks all of its active open-ended Direct-Growth schemes.
Union currently manages 32 active Direct-Growth schemes across 27 SEBI categories on ProfitGuruOnline. Its largest single category is **Sectoral/Thematic Fund** with 4 schemes.
Union runs schemes across 27 SEBI categories including Aggressive Hybrid Fund, Arbitrage Fund, Balanced Advantage Fund, Children's Fund, Corporate Bond Fund. Use the per-category table below to compare its offering against peers.
Across Union's Direct-Growth schemes: the equal-weighted 5-year average is 10.31% CAGR; the 1-year average is 5.78%. Averages mask wide dispersion — top-quartile schemes from any AMC typically beat their own AMC average by 3-6 percentage points.
Over the last 5 years, the top-performing Union scheme is **Union Small Cap Fund - Direct Plan - Growth Option** with a CAGR of 18.49%. The next two are **Union Midcap Fund - Direct Plan - Growth Option** (18.14%) and **Union Value Fund - Direct Plan - Growth Option** (14.61%).
Over the last 12 months, the top Union scheme is **Union Gold ETF Fund of Fund - Direct Plan - Growth Option** with 55.01%. 1-year numbers are noisy; cross-check with 3Y and 5Y rolling returns before drawing conclusions.
Like every AMC, Union offers both Direct and Regular plans for most schemes. Direct plans charge a lower expense ratio (no broker commission) — typically 0.5-1% lower per year. Over 10+ years that gap compounds into a 5-10% terminal-wealth difference. ProfitGuruOnline lists both; the Direct plan is the default in our category rankings.
Expense ratios on Union's schemes vary by category — equity funds typically charge 0.5-1.5% (Direct) or 1.5-2.5% (Regular); debt funds 0.2-0.8% (Direct). For the exact current ratio on a specific scheme, check the AMC's monthly factsheet.
Mutual funds are regulated by SEBI under the SEBI (Mutual Funds) Regulations, 1996. Investor money is held by a separately constituted Trustee, segregated from the AMC's own books — so the AMC's solvency doesn't affect your units. Market risk on the scheme's underlying assets is yours; AMC default risk is essentially nil.
Tax follows the SEBI classification of each scheme, not the AMC. Equity schemes (≥65% equity): 12.5% LTCG over 12 months on gains exceeding ₹1.25 L/FY, 20% STCG under 12 months. Debt schemes acquired post-Apr-2023: slab rate. Hybrid: depends on actual equity allocation. Check our per-scheme FAQ for the exact treatment.
Yes — every AMC supports switch transactions between its own schemes. A switch is treated as a redemption from the source scheme (taxable event) and a fresh purchase in the target. Use it judiciously; don't churn just because one of your funds underperforms for a quarter.
Three paths: (1) directly on the AMC's website (lowest cost, Direct plan); (2) via MF Central or any RTA's investor portal (CAMS, KFintech); (3) through a broker / app like Coin, Groww (note: these often default you to Regular plans). For tracking your existing SIPs irrespective of channel, you can use our portfolio tracker.
Union publishes NAVs every Indian business day, typically by 21:00 IST. AMFI consolidates and pushes them via the NAVAll feed. ProfitGuruOnline ingests the AMFI feed nightly and updates every scheme's metrics within an hour.
Every scheme is ranked within its SEBI category against same-category, same-plan-type funds. We compute point-to-point CAGR, rolling-window stats, SIP-on-fund backtests, and risk metrics (volatility, Sharpe, drawdown) — then assign quartile and decile bands. Each Union scheme's standing relative to its category peers is visible on its detail page.
NAVs are pulled directly from AMFI's published feed (the same source the AMC files to). Category classification follows SEBI's October-2017 categorisation circular. We compute all returns, risk metrics and SIP backtests in-house from the daily NAVs — no third-party paid feeds. Updates run nightly after the AMFI publish.
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.