Union Mutual Fund

Union Mutual Fund
Union Mutual Fund
Union Mutual Fund
Union mf


Your life doesn’t end with retirement.

Your life is … lifelong.

And as long as you can, staying meaningfully engaged in what makes you happy and gives you a sense of purpose is crucial to a happy life.

Planning for your retirement, therefore, is not only good but also smart. A fund that will help you in your journey to plan for your retirement – a freedom to #Renewment – is Union Retirement Fund. With an aim to generate long term capital gains, Union Retirement Fund helps you in the time when money shouldn’t have to come in the way of doing what (and whatever) your heart desires.

Click here if not empanelled with us

Union Retirement Fund (An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier))

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Note: The scheme riskometers and benchmark riskometers are evaluated on monthly basis and the above riskometers are as per the evaluation of the portfolio data as on April 30, 2023.

^^Benchmark S&P BSE 500 Index disclaimer: The “Index” viz. “S&P BSE 500 Index”, is a product of Asia Index Private Limited (AIPL), which is a joint venture of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and BSE, and has been licensed for use by Union Asset Management Company Private Limited. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); BSE® is a registered trademark of BSE Limited (“BSE”); and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). © Asia Index Private Limited 2014. All rights reserved. Redistribution, reproduction and/or photocopying in whole or in part are prohibited without written permission of AIPL. For more information on any of AIPL’s indices please visit http://www.asiaindex.com/. None of AIPL, BSE, Dow Jones Trademark Holdings LLC, their affiliates nor their third party licensors make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and none of AIPL, BSE, S&P Dow Jones Indices LLC, Dow Jones Trademark Holdings LLC or their affiliates nor their third party licensors shall have any liability for any errors, omissions, or interruptions of any index or the data included therein.

93214 03687
1800 200 2268 / 1800 572 2268

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Union Mutual Fund

Taking regular deep breaths helps your life in various ways, from relieving stress and anxiety to making you healthier. With multiple things demanding our attention and focus, it is all the more important to take deep, regular breaths that help you disengage from distracting thoughts and sensations as well as create more long term health benefits.

Similarly, implementing a Systematic Investment Plan (SIP) is crucial for achieving long-term financial goals. By investing a set amount of money at regular intervals, you can steadily work towards building wealth over time.

Reach out to your advisor today and take planned steps to build wealth.

Happy breathing!

Team Union Mutual Fund

Auto sector
Auto sector


As we steer into the future of transportation, we are noticing a marked change in the consumption of the Indian audience. Rising incomes are allowing them to demand premium features in the automobiles they own. Sensitivity towards the environment is also making them shift their preference to battery-operated vehicles.

With increasing demand for various automobile features, various industries are innovating to provide appropriate solutions. This includes software vendors, battery chemicals players, and charging infrastructure players, to name a few.

What advantage does this shift hold for you?

It gives you the chance to invest in players that have the potential to thrive in the foreseeable future due to innovation!

Union Innovation & Opportunities Fund is a curation of a diverse portfolio including such forward thinking companies. This Scheme has the potential to help you create long- term wealth.

The Scheme is now open for investment.

Happy Investing!
Team Union Mutual Fund

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