Union MF Announces change in benchmark index under its schemes

Published on Jun 03, 2024 15:53

Union Mutual Fund has announced change the benchmark index for the following schemes, with effect from 01 June 2024. Accordingly, the revised benchmark index will be:

Changes in the Schemes Benchmark Index:

Scheme Name	Existing Benchmark	Revised Benchmark
Union Flexi Cap Fund	S&P BSE 500 Index (TRI)	BSE 500 Index (TRI)
Union ELSS Tax Saver Fund (Formerly Union Tax Saver (ELSS) Fund)	S&P BSE 500 Index (TRI)	BSE 500 (TRI)
Union Small Cap Fund	S&P BSE 250 SmallCap Index (TRI)	BSE 250 SmallCap Index (TRI)
Union Largecap Fund	S&P BSE 100 Index (TRI)	BSE 100 Index (TRI)
Union Value Fund (Formerly Union Value Discovery Fund)	S&P BSE 500 Index (TRI)	BSE 500 Index (TRI)
Union Focused Fund	S&P BSE 500 Index (TRI)	BSE 500 Index (TRI)
Union Midcap Fund	S&P BSE 150 MidCap Index (TRI)	BSE 150 MidCap Index (TRI)
Union Children�s Fund	S&P BSE 500 Index (TRI)	BSE 500 Index (TRI)
Union Retirement Fund	S&P BSE 500 Index (TRI)	BSE 500 Index (TRI)