| | Information Updated As On 27-Mar-2025 |
| Name of the Mutual Fund | Union Mutual Fund |
| Date of setup of Mutual Fund | March 23, 2011 |
| Name(s) of Sponsor | Dai-ichi Life Holdings, Inc.
Union Bank of India |
| Name of Trustee Company | Union Trustee Company Private Limited (formerly Union KBC Trustee Company Private Limited) |
| Name of Trustees | Mr. Pushpangadan Mangari - Director
Mr. Rajan Krishnan - Independent Director
Mr. Santanu Kumar Dash - Director
Mr. Sharad Sharma - Director
Mrs. Padmini Gopinath - Director |
| Name of the Asset Management Co. | Union Asset Management Company Private Limited |
| Date of Incorporation of AMC | December 30, 2009 |
| Name(s) of Director | Mr. Anil Bafna - Director
Mr. Raghu Palat
Mr. V. Ramachandra
Mr. Yusuke Sato
Mrs. Alice Vaidyan
Ms. A. Manimekhalai |
| Name of Chief Executive Officer | Mr. Madhukumar Nair |
| Name of Head of Operations | Ms. Jyotsna Korgaonkar |
| Name of Head Equity | Mr. Sanjay Bembalkar |
| Name of Head-Fixed Income | Mr. Parijat Agrawal |
| Name of Sales Head | Mr. Saurabh Jain - Chief Marketing Officer |
| Name of Chief Investment Officer | Mr. Harshad Patwardhan |
| Name(s) of Fund Manager | Mr. Anindya Sarkar
Mr. Devesh Thacker
Mr. Gaurav Chopra
Mr. Noel Vaz (Dedicated Fund Manager for overseas investment)
Mr. Pratik Dharmshi
Mr. Shrenuj Parekh
Mr. Tarun Singh
Mr. Vinod Malviya
Mr. Vishal Thakker |
| Name of Compliance Officer | Ms. Richa Parasrampuria - Chief Compliance Officer |
| Name of Investor Service Officer | Ms. Leena Johnson |
| Address of AMC | Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059 |
| Telephone Number | 022-67483300 |
| Fax Number | 022-67483402 |
| Website | https://www.unionmf.com |
| Email | investorcare@unionmf.com |
| Name(s) of Auditors | M/s S.R. Batliboi & Co. LLP - For Mutual Fund Schemes
RAKCHAMPS & Co. LLP - For AMC
Shashikant J Shah & Co- For Trustee Company |
| Name(s) of Custodian | SBI-SG Global Securities Services Private Limited |
| Name(s) of Registrar and Transfer Agent | Computer Age Management Services Ltd. |
