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To be the most reliable and trusted partner to our investors and distributors through responsible investing.
Backed by a consistent performance track record on creating long term wealth, we want to enhance the living standards of our investors residing across various towns and cities, enabling them to achieve financial freedom.
Our core values of Trust, Transparency and Consistency of Performance drive our investment strategies.
Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc.
Union Bank of India is one of the leading public sector banks in India and is headquartered in Mumbai.
As on March 31, 2023, the Bank had a network of about 8580 domestic branches, 3 foreign branches, 1 representative office, 4 domestic subsidiaries, 2 joint ventures, 1 associate, 1 overseas subsidiary office, 1 overseas Joint Venture and 1 Joint Venture Banking Co. and over 150 million customers. Moreover, all of these branches are integrated under the Core Banking Solution. Union Bank of India was one of the first large public sector banks in the country to have implemented 100% networking of branches.Read more
Dai-ichi Life Holdings, Inc. ("Dai-ichi Life") is a stock company with limited liability, incorporated under the laws of Japan in the year 1902 and listed on the Tokyo Stock Exchange. Dai-ichi Life is a financial services holding company engaged in carrying out both insurance and non-insurance (including asset management) businesses through various subsidiaries and associate companies. Over the past 15 years, Dai-ichi Life has expanded its business globally and is currently engaged in the life insurance sectors of 9 jurisdictions other than Japan.
In addition to the life insurance business, Dai-ichi Life is also engaged in the business of asset management. Dai-ichi Life carries out asset management business in Japan and overseas through its group company, Asset Management One Co. Ltd., a global asset management company that provides customers with high quality products and services. Dai-ichi Life is a committed and reputable player in the insurance and asset management business.Read more
Emphasis on managing credit risk by careful selection of securities
Creating portfolios which are true to mandate
Our Registrar and Transfer Agent is based in Chennai and has a wide network of Customer Services Centres in major cities all over India.
Computer Age Management Services Limited (CAMS) New No. 10, Old No. 178, M.G.R. Salai, Nungambakkam, Chennai – 600034 SEBI Registration Number: INR000002813.Email: firstname.lastname@example.org
SBI-SG Global Securities Services Private Limited Corporate Office: “Jeevan Seva” Annexe Bldg., Ground Floor, S.V. Road, Santacruz (W), Mumbai – 400 054.
For Mutual Fund Schemes:S.R. Batliboi & Co. LLP 12th Floor, The Ruby, Senapati Bapat Marg, Dadar (West), Mumbai 400 028.
For Asset Management Company:RAKCHAMPS & Co. LLP GF-9, H-Wing, Building No. 2, Rock Enclave, Next to SBI, Hindustan Naka, Kandivali west, Mumbai, Maharashtra 400067