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  • Union Midcap Fund (G)
Union Mutual Fund

Union Midcap Fund (G)

EquityMid Cap

47.83

NAV (Sep 11)

41.881%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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
Fund Managers

Gaurav Chopra

Fund Manager

Hardick Bora

Fund Manager

Sanjay Bembalkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Midcap Fund (G)70%12,35,584 5,02,97220.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-01

Top Stock Holdings

The Federal Bank Ltd.

3.3%
3.29%

Indus Towers Ltd.

2.8%
2.82%

Suzlon Energy Ltd.

2.8%
2.76%

Voltas Ltd.

2.8%
2.76%

Persistent Systems Ltd.

2.7%
2.65%
See all holdings

Allocation by Sector

Capital Goods

17.11%
17.11%

Financial

13.64%
13.64%

Automobile

10.94%
10.94%

Technology

9.1%
9.1%

Consumer Discretionary

7.88%
7.88%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Union Mutual Fund

Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Union Asset Management Co. Pvt. Ltd. was set up on 30 December 2009 and manages assets worth 7,548 crores. It's current offering of 18 different mutual fund schemes. It is one of the fastest growing asset management companies in India.amc-img
phone-img(022) 6748 3300
email-img investorcare@unionmf.com
Fund NameScripbox 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)?

Union Midcap Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.