| | Information Updated As On 30-Apr-2024 |
| 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. Kurian Peter Arattukulam - Director
Mr. Pushpangadan Mangari - 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. Ken Obuchi
Mr. Raghu Palat
Mr. Sanjay Rudra
Mr. V. Ramachandra
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-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. Hardick Bora
Mr. Noel Vaz (Dedicated Fund Manager for overseas investment)
Mr. Sanjay Bembalkar
Mr. Shrenuj Parekh
Mr. Tarun Singh
Mr. Vinod Malviya
Mr. Vishal Thakker |
| Name of Compliance Officer | Ms. Akshata Shenoy - 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 | 022-67483401 |
| Website | https://www.unionmf.com |
| Email | investorcare@unionmf.com |
| Name(s) of Auditors | Ashra & Co. - For Trustee Company
M/s S.R. Batliboi & Co. LLP - For Mutual Fund Schemes
RAKCHAMPS & Co. LLP - For AMC |
| Name(s) of Custodian | SBI-SG Global Securities Services Private Limited |
| Name(s) of Registrar and Transfer Agent | Computer Age Management Services Ltd. |
