Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Scheme Information
Investment Objective
The investment objective of the Scheme is to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Union Asset Management Co. Pvt. Ltd. manages assets worth 5,733 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 12 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Union Midcap Fund (DP-A)
About Union Midcap Fund (DP-A)
Union Midcap Fund (DP-A) is a mid cap equity fund and has delivered an annualised return of 104.4% over a period of 1 years ..The fund is managed by Union Asset Management Co. Pvt. Ltd..The fund managers are Hardick Bora, Vinay Paharia
Union Midcap Fund (DP-A) Investment Objective
The investment objective of the Scheme is to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies. However, there is no assurance that the objective of the scheme will be realized.
Union Midcap Fund (DP-A) NAV,AUM,Risk
The Union Midcap Fund (DP-A) fund was launched on Mar 30, 2020. The NAV (Net Asset Value) of this mid cap equity as of 2021-03-04 is ₹ 21.35. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 169.682. The category risk of the Union Midcap Fund (DP-A) fund is Very High Risk.
The fund charges 2.64 % as expense ratio.
Union Midcap Fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 96.4% in this asset class. The top three holdings of the fund are 364 dtb 30032021,endurance technologies ltd and varun beverages ltd
Union Midcap Fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 2000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Union Midcap Fund (DP-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR
Union Midcap Fund (DP-A) Review
Union Midcap Fund (DP-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Union Midcap Fund (DP-A) has a score of 2 out of 5.
Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.
