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Union Multi Asset Allocation Fund - NFO

HybridMulti Asset Allocation

NFO Details

Open Date20 Aug`24
Close Date03 Sept`24
NAV₹12

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Risk Involved

scale
Your principal will be at
Very High Risk

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Union Mutual Fund Managers

AS

Anindya Sarkar

Fund Manager since Aug 2024

SB

Sanjay Bembalkar

Fund Manager since Aug 2024

VM

Vinod Malviya

Fund Manager since Nov 2024

Fund House Details

Union Mutual Fund

Union Mutual Fund

Asset management company

AUM
₹25,989.03 Cr.
No. of Schemes
94
Setup Date
2010

Schemes by Union Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan IDCW Payout
14.71%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan Growth
14.7%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan Growth
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Payout
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Reinvestment
0%

Mutual Funds Calculators

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FAQs

The open date for investing in Union Multi Asset Allocation Fund is 20 Aug`24.
The close date for investing in Union Multi Asset Allocation Fund is 03 Sept`24.
The minimum investment amount required to invest in Union Multi Asset Allocation Fund is ₹500.
The Fund Manager for Union Multi Asset Allocation Fund is Sanjay Bembalkar.

ENTER AMOUNT

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₹0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 7 March 2026

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