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 Children's Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.34%

Direct Plan

0.69%

Difference

1.65

Expected Higher returns with Direct Fund

5 Yr

₹87,625

10 Yr

₹1,89,060

20 Yr

₹4,40,779

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

Union Midcap Fund Direct - Growth

Mid Cap

Expense Ratio

Regular Plan

2.16%

Direct Plan

0.64%

Difference

1.52

Expected Higher returns with Direct Fund

5 Yr

₹80,355

10 Yr

₹1,72,376

20 Yr

₹3,97,177

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

Union Innovation & Opportunities Fund Direct - Growth

Themed

Expense Ratio

Regular Plan

2.37%

Direct Plan

0.87%

Difference

1.50

Expected Higher returns with Direct Fund

5 Yr

₹79,988

10 Yr

₹1,73,455

20 Yr

₹4,08,388

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

Union Large & Midcap Fund Direct - Growth

Large & MidCap

Expense Ratio

Regular Plan

2.36%

Direct Plan

0.93%

Difference

1.43

Expected Higher returns with Direct Fund

5 Yr

₹76,329

10 Yr

₹1,65,717

20 Yr

₹3,91,042

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

Union Active Momentum Fund Direct - Growth

Themed

Expense Ratio

Regular Plan

2.43%

Direct Plan

1.06%

Difference

1.37

Expected Higher returns with Direct Fund

5 Yr

₹73,414

10 Yr

₹1,60,167

20 Yr

₹3,81,610

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

Union Multicap Fund Direct - Growth

Multi Cap

Expense Ratio

Regular Plan

2.30%

Direct Plan

1.02%

Difference

1.28

Expected Higher returns with Direct Fund

5 Yr

₹68,362

10 Yr

₹1,48,514

20 Yr

₹3,50,810

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

Union Small Cap Fund Direct-Growth

Small Cap

Expense Ratio

Regular Plan

2.15%

Direct Plan

0.89%

Difference

1.26

Expected Higher returns with Direct Fund

5 Yr

₹66,923

10 Yr

₹1,44,389

20 Yr

₹3,36,382

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

Union Business Cycle Fund Direct - Growth

Themed

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

2.20%

Direct Plan

0.99%

Difference

1.21

Expected Higher returns with Direct Fund

5 Yr

₹64,457

10 Yr

₹1,39,579

20 Yr

₹3,27,542

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

Union Flexi Cap Fund Direct-Growth

Flexi Cap

Expense Ratio

Regular Plan

2.07%

Direct Plan

0.92%

Difference

1.15

Expected Higher returns with Direct Fund

5 Yr

₹61,020

10 Yr

₹1,31,482

20 Yr

₹3,05,471

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

Union Value Fund Direct - Growth

Value Oriented

Expense Ratio

Regular Plan

2.48%

Direct Plan

1.35%

Difference

1.13

Expected Higher returns with Direct Fund

5 Yr

₹60,957

10 Yr

₹1,34,085

20 Yr

₹3,24,633

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

Union Aggressive Hybrid Fund Direct - Growth

Aggressive

Expense Ratio

Regular Plan

2.46%

Direct Plan

1.41%

Difference

1.05

Expected Higher returns with Direct Fund

5 Yr

₹56,685

10 Yr

₹1,24,806

20 Yr

₹3,02,704

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

1.17%

Difference

0.98

Expected Higher returns with Direct Fund

5 Yr

₹52,337

10 Yr

₹1,13,683

20 Yr

₹2,68,338

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

Union Focused Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.52%

Direct Plan

1.55%

Difference

0.97

Expected Higher returns with Direct Fund

5 Yr

₹52,572

10 Yr

₹1,16,313

20 Yr

₹2,84,836

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

Union ELSS Tax Saver Fund Direct-Growth

ELSS

Expense Ratio

Regular Plan

2.33%

Direct Plan

1.51%

Difference

0.82

Expected Higher returns with Direct Fund

5 Yr

₹44,242

10 Yr

₹97,326

20 Yr

₹2,35,598

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

Union Money Market Fund Direct - Growth

Money Market

Expense Ratio

Regular Plan

1.04%

Direct Plan

0.28%

Difference

0.76

Expected Higher returns with Direct Fund

5 Yr

₹39,014

10 Yr

₹80,649

20 Yr

₹1,72,376

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

Union Largecap Fund Direct - Growth

Large Cap

Expense Ratio

Regular Plan

2.55%

Direct Plan

1.80%

Difference

0.75

Expected Higher returns with Direct Fund

5 Yr

₹40,871

10 Yr

₹91,040

20 Yr

₹2,25,929

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

Union Retirement Fund Direct - Growth

Flexi Cap

Expense Ratio

Regular Plan

2.52%

Direct Plan

1.82%

Difference

0.70

Expected Higher returns with Direct Fund

5 Yr

₹38,139

10 Yr

₹84,931

20 Yr

₹2,10,650

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

Union Arbitrage Fund Direct - Growth

Arbitrage

Expense Ratio

Regular Plan

1.01%

Direct Plan

0.42%

Difference

0.59

Expected Higher returns with Direct Fund

5 Yr

₹30,353

10 Yr

₹62,913

20 Yr

₹1,35,170

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

Union Short Duration Fund Direct-Growth

Short Duration

Expense Ratio

Regular Plan

0.83%

Direct Plan

0.33%

Difference

0.50

Expected Higher returns with Direct Fund

5 Yr

₹25,585

10 Yr

₹52,675

20 Yr

₹1,11,653

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

Know more about Union Funds

Updated as on date 09 May 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.

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