Aeterna Wealth
Corporate Bond · Regular plan · Growth

Union Corporate Bond Fund (Regular)

Union Mutual Fund · benchmark: the median Corporate Bond fund · 8.4 years old · AMFI code 143239

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

C
Track-record rating: 20 of 21 in Corporate Bond

C (bottom 30%), score 25.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.0%2.4%-0.4%19 / 21
1 year3.2%4.0%-0.8%20 / 21
3 years (a year)6.5%6.7%-0.2%17 / 21
5 years (a year)5.5%5.9%-0.4%15 / 17

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y1.9%
Max fall, 5Y-1.5%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Union Corporate Bond Fund (Regular plan)?

₹16.14 on 6 Nov 2026 (Growth option).

What is the expense ratio of Union Corporate Bond Fund (Regular)?

0.71% a year; the Direct plan's is 0.41%.

What return has Union Corporate Bond Fund given over 3 years?

6.5% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Corporate Bond fund.

How is Union Corporate Bond Fund rated?

C: 20 of 21 Regular plans in Corporate Bond, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Union Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.