Union Mutual Fund
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Union Mutual Fund

Union Mutual Fund’s sponsor is a joint venture between Union Bank of India and Dai-ichi Life Holdings, Inc. Union Bank of India is one of the leading public sector banks in India. Dai-ichi Life Holdings Inc. is a Japanese company listed on the Tokyo Stock Exchange. Dai-ichi Life is a financial services firm in insurance and asset management business globally.Union Mutual Fund partnered with Belgium based KBC Asset Management NV – a premium AMC based in Belgium to start ‘Union KBC Mutual Fund.’ In 2016, the Union Bank of India bought the shares with KBC Asset Management, later in 2018, Dai-ichi Life invested in the fund house.Union Mutual Fund offers around 23 mutual fund schemes in various categories such as equity, debt, hybrid and others.The AMC manages an Average AUM of Rs. 16,111.46 Cr as of June 2024.

List of All Union Mutual Fund

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Details of Union Mutual Fund

Founding DateDecember 30, 2009
AddressUnit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Emailinvestorcare@unionmf.com
Telephone022-67483300

Documents Required to Invest

To invest in Union Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in Union Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Union Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Union Mutual Fund FAQs

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