| | Information Updated As On 02-Sep-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 |
| Name of Trustees | Mr. Pushpangadan Mangari-Independent Director - Director
Mr. Rajan Krishnan - Independent Director
Mr. Santanu Kumar Dash - Associate Director
Mr. Sharad Sharma - Independent 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-Independent Director
Mr. Manjunath. G. Pandit-Independent Director
Mr. Raghu Palat-Independent Director
Mr. Yusuke Sato-Associate Director
Mrs. Alice Vaidyan-Independent Director
Ms. Priti Jay Rao-Associate Director |
| 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 Chief Operating Officer | Mr. Rajkamal Tiwari |
| Name(s) of Fund Manager | Mr. Anindya Sarkar
Mr. Devesh Thacker
Mr. Gaurav Chopra
Mr. Pratik Dharmshi
Mr. Shrenuj Parekh
Mr. Tarun Singh
Mr. Vinod Malviya
Mr. Vishal Thakker
Mr.Pratit Vajani |
| 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. |
