Union Equity Funds
Updated September 2026 · 13 active funds · data from AMFI NAVs
Union runs 13 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Union's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
83% of the 12 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Union Innovation & Opportunities Fund Union | +11.47% | +19.41% | - | 0.74 | -23.9% | 1.55% | ₹1.0K Cr |
| 2 | Union Small Cap Fund Union | +22.09% | +17.90% | +17.35% | 0.82 | -26.2% | 1.83% | ₹1.7K Cr |
| 3 | Union Midcap Fund Union | +9.05% | +16.81% | +14.91% | 0.83 | -21.3% | 0.80% | ₹1.6K Cr |
| 4 | Union Multicap Fund Union | +9.61% | +15.03% | - | 0.80 | -19.8% | 1.34% | ₹1.3K Cr |
| 5 | Union Large & Midcap Fund Union | +5.60% | +13.19% | +11.34% | 0.67 | -19.6% | 1.30% | ₹911 Cr |
| 6 | Union Value Fund Union | +0.74% | +11.89% | +11.91% | 0.69 | -17.9% | 1.91% | ₹364 Cr |
| 7 | Union Focused Fund Union | +5.31% | +11.43% | +9.09% | 0.55 | -18.4% | 1.91% | ₹407 Cr |
| 8 | Union Flexi Cap Fund Union | +2.07% | +11.33% | +9.82% | 0.58 | -18.9% | 1.91% | ₹2.3K Cr |
| 9 | Union ELSS Tax Saver Fund Union | -0.44% | +10.47% | +9.81% | 0.59 | -18.3% | - | ₹860 Cr |
| 10 | Union Largecap Fund Union | -3.91% | +7.44% | +6.64% | 0.37 | -19.4% | 1.62% | ₹448 Cr |
| 11 | Union Active Momentum Fund Union | +21.10% | - | - | -0.12 | -26.6% | 4.30% | ₹433 Cr |
| 12 | Union Business Cycle Fund Union | +3.47% | - | - | 0.16 | -19.9% | 1.64% | ₹512 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.