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    • Union Midcap Fund (Growth)
    Union Mutual Fund

    Union Midcap Fund (Growth)

    EquityMid Cap

    27.71

    NAV (Sep 23)

    93.7%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in mid cap.

    Click here to see our recommendations.

    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 ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    306 Cr. Small within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Poor. The historical performance of the fund has been poor

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    27.71

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    79.8%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    93.7%
    6 Month CAGR
    31.6%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.56
    Launched (1y ago)
    Mar 30, 2020
    AUM in Crores
    305.017
    ISIN
    INF582M01GM5
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Midcap 100 TR INR
    SIP Minimum
    2000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Hardick Bora

    Fund Manager

    user-avatar

    Vinay Paharia

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Union Asset Management Co. Pvt. Ltd.

    Union Asset Management Co. Pvt. Ltd. manages assets worth 8,429 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 16 hybrid funds.

    amc-img

  • tel-amc-about
    022-24833300
  • mail-amc-about
    investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    20.9%

    15.9%

    top-ranked-badge

    21.4%

    12.7%

    top-ranked-badge

    5%

    7%

    top-ranked-badge

    1.1%

    0%

    top-ranked-badge

    4.7%

    4.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Union Midcap Fund (G)

    About Union Midcap Fund (G)

    Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 93.7% 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 (G) 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 (G) NAV,AUM,Risk

    The Union Midcap Fund (G) fund was launched on Mar 30, 2020. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-09-23 is ₹27.71. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹305.017. The category risk of the Union Midcap Fund (G) fund is Very High Risk. The fund charges 2.56 % as expense ratio.

    Union Midcap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.7% in this asset class. The top three holdings of the fund are , treps , persistent systems ltd , coforge ltd , varun beverages ltd , pi industries ltd , ramco cements ltd , tube investments of india ltd ordinary shares , dixon technologies (india) ltd , polycab india ltd , max healthcare institute ltd ordinary shares , city union bank ltd , creditaccess grameen ltd ordinary shares , piramal enterprises ltd , indiamart intermesh ltd , navin fluorine international ltd , syngene international ltd , astral ltd , sona blw precision forgings ltd , tata communications ltd , muthoot finance ltd , 3m india ltd , prestige estates projects ltd , whirlpool of india ltd , phoenix mills ltd , united breweries ltd , sumitomo chemical india ltd ordinary shares , tata power co ltd , minda industries ltd , happiest minds technologies ltd ordinary shares , crompton greaves consumer electricals ltd , laurus labs ltd , aavas financiers ltd , solar industries india ltd , gland pharma ltd , l&t technology services ltd , wabco india ltd , knr constructions ltd , max financial services ltd , indian railway catering and tourism corp ltd , aditya birla fashion and retail ltd , home first finance co india ltd ordinary shares , csb bank ltd ordinary shares , deepak nitrite ltd , greaves cotton ltd , abb india ltd , gujarat gas ltd , k.p.r. mill ltd , aarti industries ltd , tasty bite eatables ltd , honeywell automation india ltd , thyrocare technologies ltd , intellect design arena ltd , interglobe aviation ltd , nippon life india asset management ltd ordinary shares , net receivable / payable , route mobile ltd ordinary shares , 91 dtb 28102021

    Union Midcap Fund (G) 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 (G) 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 (G) Review

    Union Midcap Fund (G) has a score of 3 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 (G) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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