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    Home»Mutual Funds»Union Mutual Fund to launch tax-efficient Fund of Fund
    Mutual Funds

    Union Mutual Fund to launch tax-efficient Fund of Fund

    August 13, 2025


    Union Mutual Fund will be launching the Union Diversified Equity All Cap Active FOF September 1, 2025 to be closed in 15 days.

    “Many investors struggle with market timing, deciding how much to allocate to each cap segment, and managing tax implications when switching between funds. This Fund of Fund aims to address all these pain points while still offering the tax benefits of an equity fund,’‘ Madhu Nair, MD & CEO, Union Asset Management Company told newspersons here on Tuesday. 

    The allocation strategy is based on a distinctive Anchor–Explorer framework adopted by Union Mutual fund. 

    “Our Anchor–Explorer model allows us to blend medium-to-long-term conviction with tactical flexibility,’‘ Harshad Patwardhan, CIO, Union Asset Management said.

    “This approach helps investors get broad exposure across market caps while the fund manager actively manages timing and allocations,’‘ he added.

    The New Fund Offer (NFO) for the Union Diversified Equity All Cap Active FOF opens on September 1, 2025 and closes on September 15, 2025. Scheme re-opens within five business days of allotment. 

    Published on August 12, 2025



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