Union Mutual Funds Direct v/s Regular Plans

Union Mutual fund schemes are available as Direct Plans and Regular Plans. Investors should choose Direct Plans as they’re offered directly by the AMC without the involvement of any intermediaries like distributors or agents who charge extra commissions.View More

Your investment of ₹10,00,000, investing in direct plans can generate more returns than regular plans over given time period

Get extra returns on your investments in direct plans

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Union Mutual Fund

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Name of the Mutual Fund Scheme

Expense Ratio

Regular Plan

Direct Plan

Difference

Expected Higher returns with Direct Fund

5 Yr

10 Yr

20 Yr

Union Retirement Fund Direct - Growth

Aggressive

Expense Ratio

Regular Plan

2.37%

Direct Plan

0.30%

Difference

2.07

Expected Higher returns with Direct Fund

5 Yr

₹1,09,161

10 Yr

₹2,33,533

20 Yr

₹5,35,807

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Multicap Fund Direct - Growth

Multi Cap

Expense Ratio

Regular Plan

2.51%

Direct Plan

1.11%

Difference

1.40

Expected Higher returns with Direct Fund

5 Yr

₹75,214

10 Yr

₹1,64,622

20 Yr

₹3,94,771

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Large & Midcap Fund Direct - Growth

Large & MidCap

Expense Ratio

Regular Plan

2.63%

Direct Plan

1.31%

Difference

1.32

Expected Higher returns with Direct Fund

5 Yr

₹71,362

10 Yr

₹1,57,414

20 Yr

₹3,83,368

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Small Cap Fund Direct-Growth

Small Cap

Expense Ratio

Regular Plan

2.54%

Direct Plan

1.44%

Difference

1.10

Expected Higher returns with Direct Fund

5 Yr

₹59,513

10 Yr

₹1,31,390

20 Yr

₹3,20,432

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Flexi Cap Fund Direct-Growth

Flexi Cap

Expense Ratio

Regular Plan

2.28%

Direct Plan

1.22%

Difference

1.06

Expected Higher returns with Direct Fund

5 Yr

₹56,811

10 Yr

₹1,23,952

20 Yr

₹2,95,230

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Balanced Advantage Fund Direct - Growth

Dynamic Asset Allocation

Expense Ratio

Regular Plan

2.10%

Direct Plan

1.21%

Difference

0.89

Expected Higher returns with Direct Fund

5 Yr

₹47,521

10 Yr

₹1,03,192

20 Yr

₹2,43,411

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Hybrid Equity Fund Direct - Growth

Aggressive

Expense Ratio

Regular Plan

2.58%

Direct Plan

1.74%

Difference

0.84

Expected Higher returns with Direct Fund

5 Yr

₹45,749

10 Yr

₹1,01,834

20 Yr

₹2,52,385

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Money Market Fund Direct - Growth

Money Market

Expense Ratio

Regular Plan

1.01%

Direct Plan

0.24%

Difference

0.77

Expected Higher returns with Direct Fund

5 Yr

₹39,472

10 Yr

₹81,455

20 Yr

₹1,73,498

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Tax Saver (ELSS) Fund Direct-Growth

ELSS

Expense Ratio

Regular Plan

2.53%

Direct Plan

1.83%

Difference

0.70

Expected Higher returns with Direct Fund

5 Yr

₹38,154

10 Yr

₹85,006

20 Yr

₹2,11,042

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Largecap Fund Direct - Growth

Large Cap

Expense Ratio

Regular Plan

2.63%

Direct Plan

1.93%

Difference

0.70

Expected Higher returns with Direct Fund

5 Yr

₹38,303

10 Yr

₹85,758

20 Yr

₹2,15,001

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Gilt Fund Direct - Growth

Gilt

Expense Ratio

Regular Plan

1.17%

Direct Plan

0.62%

Difference

0.55

Expected Higher returns with Direct Fund

5 Yr

₹28,498

10 Yr

₹59,597

20 Yr

₹1,30,346

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Corporate Bond Fund Direct - Growth

Corporate Bond

Expense Ratio

Regular Plan

0.70%

Direct Plan

0.46%

Difference

0.24

Expected Higher returns with Direct Fund

5 Yr

₹12,280

10 Yr

₹25,282

20 Yr

₹53,579

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Equity Savings Fund Direct - Growth

Equity Savings

Expense Ratio

Regular Plan

1.96%

Direct Plan

1.75%

Difference

0.21

Expected Higher returns with Direct Fund

5 Yr

₹11,301

10 Yr

₹24,777

20 Yr

₹59,558

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Dynamic Bond Fund Direct-Growth

Dynamic Bond

Expense Ratio

Regular Plan

1.51%

Direct Plan

1.35%

Difference

0.16

Expected Higher returns with Direct Fund

5 Yr

₹8,467

10 Yr

₹18,181

20 Yr

₹41,910

Get up to 1% more on Paytm Money with direct Mutual Funds

Union Liquid Fund Direct-Growth

Liquid

Expense Ratio

Regular Plan

0.17%

Direct Plan

0.07%

Difference

0.10

Expected Higher returns with Direct Fund

5 Yr

₹5,024

10 Yr

₹10,108

20 Yr

₹20,461

Get up to 1% more on Paytm Money with direct Mutual Funds

Know more about Union Funds

Updated as on date 30 May 2023

About Union Mutual Fund

Union Mutual Fund has been providing mutual funds under different investment categories over the years. Investors should look at a longer horizon / time period while investing in mutual funds for wealth creation and secure their financial freedom. At Paytm Money, you can invest in Direct Mutual Funds of Union Mutual Fund to earn higher returns on investment when compared to regular plans.

Suitability of Direct Plans

Individuals who understand their investment needs and risk appetite would find direct plans very useful. Here, you can shortlist the top-rated funds and carry out the entire investing process independently. There will be no interference or hidden commissions from an external intermediaries like a mutual fund distributor or agent. Union Mutual Fund Direct Plans are available for all kinds of mutual funds namely.

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