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AllocationRetirement

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)

This Fund

19 years 12 months

NIFTY 50

4 years 2 months

FD

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

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.

  1. HDFC Bank Ltd: 7.98%
  2. ICICI Bank Ltd: 6.73%
  3. Reliance Industries Ltd: 3.60%
  4. Bharti Airtel Ltd: 3.21%
  5. Infosys Ltd: 3.19%

AMC Information

NameUnion Asset Management Co. Pvt. Ltd.
Founding Date2022-09-22
Emailinvestorcare@unionmf.com
Phone+91 022 67483333
Websitewww.unionmf.com/
AddressUnion 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 GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Union Asset Management Co. Pvt. Ltd.

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₹1,000+ cr

AUM

1+ Lac

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