Union Retirement Fund Regular Growth
3Y Annualised
N/A
0.32% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.01%
0.32% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
19 years 12 months
4 years 2 months
9 years 7 months
Fund info
Fund size
₹168.27 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth
12th
Union Retirement Fund Regular Growth
Fund Managers
About Union Retirement Fund Regular Growth
Union Retirement Fund Regular Growth is a Allocation mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 2 years, having been launched on 2022-09-22. Union Retirement Fund Regular Growth has ₹168.27 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of Union Retirement Fund Regular Growth as of Mon Jul 07 2025 is ₹15.78. The fund has an expense ratio of 2.37%, which is medium comparable to most other Allocation funds.
Union Retirement Fund Regular Growth returns for the last 1 year are 3.53%. Since launch, it has delivered 17.95% average annual returns.
The Union Retirement Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Technology, Industrials, Consumer Defensive sectors.
Top 5 Holdings of Union Retirement Fund Regular Growth.
- HDFC Bank Ltd: 7.98%
- ICICI Bank Ltd: 6.73%
- Reliance Industries Ltd: 3.60%
- Bharti Airtel Ltd: 3.21%
- Infosys Ltd: 3.19%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2022-09-22 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Retirement Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
EquitySmall-Cap
3Y CAGR
24.27%
expense ratio
0.96%
fund size
₹1577.40 Cr
Fixed IncomeDynamic Bond
3Y CAGR
7.43%
expense ratio
1.26%
fund size
₹107.78 Cr
EquitySmall-Cap
3Y CAGR
22.86%
expense ratio
2.12%
fund size
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EquityFlexi Cap
3Y CAGR
20.02%
expense ratio
2.02%
fund size
₹2262.92 Cr
EquityFlexi Cap
3Y CAGR
21.42%
expense ratio
0.91%
fund size
₹2262.92 Cr
FAQs
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Can I invest in SIP and a Lump Sum of Union Retirement Fund Regular Growth?
