Description

UNION Mutual Fund launching UNION CONSUMPTION FUND NFO with SIP facility from December 1-15, 2025, offering six plan variants across regular and direct options.

Summary

UNION Mutual Fund is launching UNION CONSUMPTION FUND as a New Fund Offer (NFO) with SIP facility on BSE StAR MF Platform from December 1, 2025, to December 15, 2025. The fund offers six variants covering Regular and Direct plans with Growth, IDCW Reinvestment, and IDCW Payout options. The tentative allotment date is December 22, 2025, with specific fund payment deadlines and extended trading hours for lumpsum purchases.

Key Points

  • NFO period: December 1-15, 2025
  • Six scheme variants available: Regular Plan (Growth, IDCW Reinvestment, IDCW Payout) and Direct Plan (Growth, IDCW Reinvestment, IDCW Payout)
  • All schemes categorized as EQUITY funds
  • Tentative allotment date: December 22, 2025
  • Clear funds must be available in ICCL Account by 6:00 PM on December 22, 2025
  • Cheques and OTM payments acceptable during NFO period subject to fund clearance
  • NFO extended till midnight on December 15, 2025, for lumpsum purchases only
  • SIP/XSIP registration authentication must be completed before 3:00 PM on NFO closure date
  • Switches accepted during NFO period subject to fund receipt before allotment date

Regulatory Changes

No regulatory changes introduced. This is a standard NFO launch announcement.

Compliance Requirements

  • Members must ensure client-initiated fund transfers are completed by 9:00 AM on T+1 day to avoid transaction cancellation
  • Transactions with initiated payments remain pending until 3:00 PM on the last fund payout day or T+5, whichever is earlier
  • Clear funds must be available in ICCL Account by 6:00 PM on December 22, 2025, for unit allotment
  • SIP/XSIP registrations must be authenticated before 3:00 PM on the NFO closure date (December 15, 2025)
  • Switch transactions require funds receipt on or before the allotment date for NFO consideration

Important Dates

  • NFO Start Date: December 1, 2025
  • NFO End Date: December 15, 2025 (extended till midnight for lumpsum purchases)
  • SIP/XSIP Authentication Deadline: 3:00 PM on December 15, 2025
  • Tentative Allotment Date: December 22, 2025
  • Fund Clearance Deadline: 6:00 PM on December 22, 2025
  • Transaction Cancellation Cutoff: 9:00 AM on T+1 day (for uninitiated fund transfers)

Impact Assessment

Market Impact: Low - This is a routine mutual fund NFO launch affecting only members and investors interested in consumption-themed equity funds.

Operational Impact: Low to Medium for BSE StAR MF Platform members - Requires adherence to specific timelines for fund transfers, SIP registrations, and switch transactions. Members need to manage client transactions within specified cutoff times to avoid cancellations.

Investor Impact: Positive for investors seeking exposure to consumption sector through mutual funds, with flexibility of Regular/Direct plans and multiple payout options.

Scheme Details

Sr. NoScheme NameScheme CategoryISIN
1UNION CONSUMPTION FUND - REGULAR PLAN - GROWTHEQUITYINF582M01MD2
2UNION CONSUMPTION FUND - REGULAR PLAN - IDCW REINVESTMENTEQUITYINF582M01MF7
3UNION CONSUMPTION FUND - REGULAR PLAN - IDCW PAYOUTEQUITYINF582M01ME0
4UNION CONSUMPTION FUND - DIRECT PLAN - GROWTHEQUITYINF582M01MH3
5UNION CONSUMPTION FUND - DIRECT PLAN - IDCW REINVESTMENTEQUITYINF582M01MJ9
6UNION CONSUMPTION FUND - DIRECT PLAN - IDCW PAYOUTEQUITYINF582M01MI1

Impact Justification

Routine NFO launch announcement for mutual fund members on BSE StAR MF platform with standard operational procedures