Union Mutual Fund vs IDFC FIRST Bank Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Union Mutual Fund

Minimum Investment

1000

Average Return

11.8%

Top Schemes

Union Flexi Cap Fund

Union Equity Savings Fund

Union Multi Cap Fund

Key Features

Union Bank backing

Public sector trust

Wide bank network

Conservative investing

IDFC FIRST Bank Mutual Fund

Minimum Investment

100

Average Return

12.3%

Top Schemes

IDFC Flexi Cap Fund

IDFC Corporate Bond Fund

IDFC Tax Advantage Fund

Key Features

Very low minimum investment

Zero-fee banking integration

Digital-savvy platform

Customer-first approach

Calculate SIP Returns for Both

Calculate with Union

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,09,592

Total Value

₹2,29,592

Invested Amount: 1,20,000
Estimated Returns: 1,09,592
Total Value: 2,29,592

SIP Growth Projection

Calculate with IDFC First

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹12,000

Est. Returns

₹11,653

Total Value

₹23,653

Invested Amount: 12,000
Estimated Returns: 11,653
Total Value: 23,653

SIP Growth Projection

Union Mutual Fund vs IDFC FIRST Bank Mutual Fund: Which is Better for SIP?

Sponsored by Union Bank of India, offering systematic investment solutions backed by one of India's major public sector banks.

IDFC FIRST Bank Mutual Fund offers customer-first approach with competitive returns. Known for low minimum investment and zero-fee banking benefits for customers.

Making Your Choice

Both Union and IDFC First are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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