Union Mutual Fund

Union Mutual Fund is one of 49 SEBI-registered Indian fund houses. The house runs 83 active schemes managed by 8+ active fund managers. The book is equity-tilted: roughly 54% equity, 25% debt. Its largest scheme category by count is Equity with 35 active schemes. Across the AMC's top-50 equity holdings, Financial Services is the single largest sector at 18.4% of equity AUM (Gini 0.585). Direct-plan returns on its top performers and the full top-12 table are below.

AUM is the sum of scheme-level assets reported in Union Mutual Fund's AMFI monthly portfolio disclosure, rolled up to the AMC level. Equity/Debt/Hybrid breakdown follows the SEBI scheme-category framework; ETFs and FoFs (where they only invest in this AMC's own schemes) are not double-counted.

Active-scheme count excludes (a) merged-away schemes, (b) schemes that haven't reported a NAV in the last quarter. The top-schemes table is restricted to Direct-plan units — the Regular-plan distribution-fee layer isn't comparable across schemes and would distort the rankings. Manager roster is AUM-weighted reach across this AMC's active book — a manager who runs three large schemes outranks one who runs ten small ones.

Full methodology · reviewed January 2026.

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