NFO Alert: Union Mutual Fund Launches Diversified Equity All-Cap Active FoF

Union Mutual Fund has introduced the Union Diversified Equity All Cap Active Fund of Fund (FoF). The scheme opens for subscription on September 1, 2025, and will close on September 15, 2025. It is an open-ended equity scheme that allows investors to participate across varied market capitalisations.

Investment Approach

The fund is to generate long-term capital appreciation by investing in a mix of equity mutual funds. These underlying funds will be spread across large-cap, mid-cap, and small-cap segments, depending on the asset allocation strategy of the FoF.

Risk and Benchmark

The scheme has been placed in the Very High Risk category under the SEBI Riskometer framework. Its performance will be measured against the BSE 500 TRI, which covers a broad set of listed companies across industries and market sizes.

Fund Structure

Investors can start with a minimum investment of ₹1,000. The scheme offers 2 plans: Growth and Income Distribution cum Capital Withdrawal (IDCW). There is no lock-in period, but an exit load of 1% will apply if redemption is made within 1 year of investment.

Management and Servicing

The scheme will be managed by Gaurav Chopra from Union Asset Management Company Pvt. Ltd. The Registrar and Transfer Agent (RTA) is Computer Age Management Services Ltd. (CAMS), which will be responsible for handling investor transactions and records.

Key Details

• Fund House: Union Mutual Fund
• Category: Equity: Flexi Cap
• Issue Open: September 1, 2025
• Issue Close: September 15, 2025
• Benchmark: BSE 500 TRI
• Minimum Investment: ₹1,000
• Exit Load: 1% if redeemed within 1 year
• Plans: Growth, IDCW
• Riskometer: Very High

Read more: Union Mutual Fund Files Draft for Diversified Equity All Cap Active FoF!

Conclusion

The Union Diversified Equity All Cap Active FoF provides exposure to equity funds across multiple market segments. The structure offers flexibility with low entry requirements but comes with a high-risk profile, making it relevant for long-term participation.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.