- Mutual Funds
- Union Mutual Fund
- Union Midcap Fund (G)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.83
NAV (Sep 11)
Fund Returns
Last 1Y | 37% |
Last 3Y | 20.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 41.9% |
6 Month CAGR | 23.5% |
Scheme Information
The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.
Expense Ratio | 2.08 |
Launched (0y ago) | 2.08 |
AUM in Crores | 1407 |
ISIN | INF582M01GM5 |
Lock-in | |
Benchmark | BSE 150 MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 14 |
Beta | 0.9 |
Sharpe Ratio | 1.2 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Midcap Fund (G) | 12,35,584 | 5,02,972 | 20.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
The Federal Bank Ltd.
3.3%Indus Towers Ltd.
2.8%Suzlon Energy Ltd.
2.8%Voltas Ltd.
2.8%Persistent Systems Ltd.
2.7%Allocation by Sector
Capital Goods
17.11%Financial
13.64%Automobile
10.94%Technology
9.1%Consumer Discretionary
7.88%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.997% | 13.081% | ||
6.004% | 6.752% | ||
5.587% | 4.781% | ||
4.642% | 6.497% | ||
9.876% | 10.705% |
Union Midcap Fund (G) Review
Union Midcap Fund (G) is a Equity Equity fund and has delivered an annualised return of 41.881% over a period of 4 years. The fund is managed by Union Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Union Midcap Fund (G) as of 9/11/2024 is ₹47.83 with the total AUM as of 9/12/2024 is ₹1406.9905. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Midcap Fund (G) was launched on 2020-03-23. The category risk of the fund is Above Average.
The minimum SIP amount for Union Midcap Fund (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
Union Midcap Fund (G) 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 BSE 150 MidCap Total Return Index.
Union Midcap Fund (G) is rated as a 2 fund in Equity and delivered 37.009% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Midcap Fund (G).
Frequently Asked Questions
What is Union Midcap Fund (G)?
How to invest in Union Midcap Fund (G)?
You can invest in Union Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Midcap Fund (G)?
The minimum sip amount for Union Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Midcap Fund (G) good to invest in?
As per Scripbox experts, Union Midcap Fund (G) is a 2 fund. You can investUnion Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Midcap Fund (G)?
The expense ratio of the Union Midcap Fund (G) is 2.08% for regular plan.