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

Select:

Union Mutual Fund

All Categories

All Sub-Categories

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 Business Cycle Fund Direct - Growth

Themed

Expense Ratio

Regular Plan

2.35%

Direct Plan

0.77%

Difference

1.58

Expected Higher returns with Direct Fund

5 Yr

₹84,056

10 Yr

₹1,81,750

20 Yr

₹4,25,514

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

Union Innovation & Opportunities Fund Direct - Growth

Themed

Expense Ratio

Regular Plan

2.20%

Direct Plan

0.72%

Difference

1.48

Expected Higher returns with Direct Fund

5 Yr

₹78,425

10 Yr

₹1,68,730

20 Yr

₹3,91,029

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

Union Midcap Fund Direct - Growth

Mid Cap

Expense Ratio

Regular Plan

2.09%

Direct Plan

0.69%

Difference

1.40

Expected Higher returns with Direct Fund

5 Yr

₹73,980

10 Yr

₹1,58,610

20 Yr

₹3,64,959

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

Union Large & Midcap Fund Direct - Growth

Large & MidCap

Expense Ratio

Regular Plan

2.26%

Direct Plan

0.88%

Difference

1.38

Expected Higher returns with Direct Fund

5 Yr

₹73,443

10 Yr

₹1,58,857

20 Yr

₹3,72,044

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

Union Aggressive Hybrid Fund Direct - Growth

Aggressive

Expense Ratio

Regular Plan

2.37%

Direct Plan

1.00%

Difference

1.37

Expected Higher returns with Direct Fund

5 Yr

₹73,241

10 Yr

₹1,59,319

20 Yr

₹3,77,358

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

Union Retirement Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.37%

Direct Plan

1.00%

Difference

1.37

Expected Higher returns with Direct Fund

5 Yr

₹73,241

10 Yr

₹1,59,319

20 Yr

₹3,77,358

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

Union Active Momentum Fund Direct - Growth

Themed

Expense Ratio

Regular Plan

2.44%

Direct Plan

1.11%

Difference

1.33

Expected Higher returns with Direct Fund

5 Yr

₹71,354

10 Yr

₹1,55,899

20 Yr

₹3,72,493

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

Union Multicap Fund Direct - Growth

Multi Cap

Expense Ratio

Regular Plan

2.18%

Direct Plan

0.93%

Difference

1.25

Expected Higher returns with Direct Fund

5 Yr

₹66,484

10 Yr

₹1,43,687

20 Yr

₹3,35,893

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

Union Value Fund Direct - Growth

Value Oriented

Expense Ratio

Regular Plan

2.45%

Direct Plan

1.20%

Difference

1.25

Expected Higher returns with Direct Fund

5 Yr

₹67,193

10 Yr

₹1,47,162

20 Yr

₹3,53,269

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

Union Multi Asset Allocation Fund Direct-Growth

Multi Asset Allocation

Expense Ratio

Regular Plan

2.19%

Direct Plan

1.01%

Difference

1.18

Expected Higher returns with Direct Fund

5 Yr

₹62,871

10 Yr

₹1,36,176

20 Yr

₹3,19,688

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

Union Small Cap Fund Direct-Growth

Small Cap

Expense Ratio

Regular Plan

2.11%

Direct Plan

0.95%

Difference

1.16

Expected Higher returns with Direct Fund

5 Yr

₹61,635

10 Yr

₹1,33,038

20 Yr

₹3,10,162

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

2.15%

Direct Plan

0.99%

Difference

1.16

Expected Higher returns with Direct Fund

5 Yr

₹61,733

10 Yr

₹1,33,510

20 Yr

₹3,12,491

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

Union Flexi Cap Fund Direct-Growth

Flexi Cap

Expense Ratio

Regular Plan

2.02%

Direct Plan

0.91%

Difference

1.11

Expected Higher returns with Direct Fund

5 Yr

₹58,827

10 Yr

₹1,26,568

20 Yr

₹2,93,158

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

Union Children's Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.42%

Direct Plan

1.33%

Difference

1.09

Expected Higher returns with Direct Fund

5 Yr

₹58,707

10 Yr

₹1,28,879

20 Yr

₹3,10,777

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

Union Largecap Fund Direct - Growth

Large Cap

Expense Ratio

Regular Plan

2.49%

Direct Plan

1.45%

Difference

1.04

Expected Higher returns with Direct Fund

5 Yr

₹56,223

10 Yr

₹1,23,999

20 Yr

₹3,01,774

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

Union Focused Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.49%

Direct Plan

1.46%

Difference

1.03

Expected Higher returns with Direct Fund

5 Yr

₹55,693

10 Yr

₹1,22,860

20 Yr

₹2,99,143

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

Union ELSS Tax Saver Fund Direct-Growth

ELSS

Expense Ratio

Regular Plan

2.27%

Direct Plan

1.37%

Difference

0.90

Expected Higher returns with Direct Fund

5 Yr

₹48,368

10 Yr

₹1,05,886

20 Yr

₹2,53,854

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

Union Money Market Fund Direct - Growth

Money Market

Expense Ratio

Regular Plan

0.89%

Direct Plan

0.16%

Difference

0.73

Expected Higher returns with Direct Fund

5 Yr

₹37,273

10 Yr

₹76,534

20 Yr

₹1,61,393

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

Union Arbitrage Fund Direct - Growth

Arbitrage

Expense Ratio

Regular Plan

1.07%

Direct Plan

0.46%

Difference

0.61

Expected Higher returns with Direct Fund

5 Yr

₹31,444

10 Yr

₹65,337

20 Yr

₹1,41,081

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

Union Equity Savings Fund Direct - Growth

Equity Savings

Expense Ratio

Regular Plan

1.99%

Direct Plan

1.46%

Difference

0.53

Expected Higher returns with Direct Fund

5 Yr

₹28,376

10 Yr

₹61,824

20 Yr

₹1,46,757

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

Know more about Union Funds

Updated as on date 03 Jul 2025

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.

Sort

Filters