Open Ended Schemessolution Oriented Scheme Retirement Fundregulargrowth

Union Retirement Fund - Regular Plan - Growth Option

Union Mutual Fund · AMFI Code: 150552

₹₹14.4200

NAV as of 31 Mar 2026

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Returns (Lumpsum)

CAGR for periods ≥ 1 year

1 Week+0.56%

1 Month-10.10%

3 Months-9.82%

6 Months-6.61%

1 Year+0.70%

3 Years (CAGR)+14.60%

5 Years (CAGR)—

10 Years (CAGR)—

Since Inception (Sept 2022)+12.40%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

1 Year SIP-9.81%

3 Year SIP+4.10%

5 Year SIP—

Since Inception (Sept 2022)+6.33%

Fund Details

Fund HouseUnion Mutual Fund

CategoryOpen Ended Schemessolution Oriented Scheme Retirement Fund

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

Launch Date29 Sept 2022

AMFI Code150552

Risk Metrics

—

Sharpe Ratio

—

Alpha

—

Beta

—

Sortino

—

Std Dev

—

Max Drawdown

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