NAV
₹17.1100
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +6.67%
- 3Y
- +16.29%
- 5Y
- —
- Since Inception
- +15.47%
SIP returns (XIRR)
- 1Y
- +8.35%
- 3Y
- +10.75%
- 5Y
- —
- Since Inception
- +13.27%
Performance Comparison
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Fund Details
Fund HouseUnion Mutual Fund
CategoryRetirement Fund
Launch Date22 Sept 2022
AMFI Code150554
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNIL
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Union Retirement Fund · Direct · Growth by Union Mutual Fund is a Retirement Fund fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Retirement Fund category.
About This Fund
Union Retirement Fund · Direct · Growth is a Retirement Fund mutual fund offered by Union Mutual Fund. The fund has been operational for over 3 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Individuals planning for retirement with a systematic long-term investment approach
- •SIP investors who can benefit from rupee cost averaging during market fluctuations