Multi Asset / Dynamicregulargrowth
Union Multi Asset Allocation Fund- Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
1 Month—
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6 Months—
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5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2026)-1.06%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseUnion Mutual Fund
CategoryMulti Asset / Dynamic
Plan Typeregular
Optiongrowth
AUM₹963 Cr
Expense Ratio2.15%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date27 Mar 2026
AMFI Code152786
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Union Multi Asset Allocation Fund- Regular Plan - Growth Option invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
Union Multi Asset Allocation Fund- Regular Plan - Growth Option is a Multi Asset / Dynamic mutual fund offered by Union Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹963 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.15%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations