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Union Retirement Fund Regular growth
Hybrid • Retirement • Regular growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Regular growth
Launched On
22 Sep 2022
3 years ago
Lock-in Period
5 years
NAV
as of 24 Sep 2025
₹15.79
-0.5041% (0.00)
AUM
₹175 Cr
Expense ratio
2.39%
Benchmark
BSE 500 India
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Union
Inc: 02 Sep 2010 • Total AUM: ₹23,951 Cr • Rank #27Union Asset Management Company Private Limited is the asset management company (AMC) for Union Mutual Fund. It was established in December 2009 as a subsidiary of Union Bank of India. Initially, it was a joint venture with KBC Asset Management, but Union Bank of India later became the sole owner in 2017
Fund Managers
Pratik Dharmshi
Experience: yrs • Total AUM: 34,939 Cr
Pratit Vajani
Experience: yrs • Total AUM: 701 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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