First Time Investors

Welcome to Union Mutual Fund

Thank you for choosing Union Mutual Fund for your investment needs.


Create a New Folio Online:Click Here 


If you haven't done your KYC

Please keep the following documents ready to complete your eKYC form:

a)PAN copy (for proof of Identity and for CKYC records).

b)For offline Aadhaar XML option, Aadhaar XML downloaded from UIDAI* https://uidai.gov.inwhich is not more than 3 days old (for proof of address).

c)For non-Aadhaar option (Officially Valid Document (OVD) + Video IPV), Passport / Driving License / Voter ID / NREGA Job card (for proof of address).

d)Bank Account Statement, Ration Card, Lease / Rental Agreement, Landline / Mobile Bill / Electricity Bill / Gas Bill / Flat Maintenance Bill / Government Issued Allotment of Accommodation (for proof of correspondence address if it is not same as permanent address).

e)Signed copy of cancelled cheque image for bank mandate verification.

f)Signature image


Create a New Folio Offline: -

Download and send us your completed KYC form to your nearest Union Mutual Fund branch or CAMS Investor Service Centre.

Please go through the SID/SAI/KIM of the respective Scheme(s) before investing.

Download & print the pre-filled form:- Click Here 


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