- Mutual Funds
- Union Mutual Fund
- Union Midcap Fund (Growth)
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
₹ 39.57
NAV (Apr 16)
Fund Returns
Last 1Y | 44.7% |
Last 3Y | 23.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 39.2% |
6 Month CAGR | 16.3% |
Scheme Information
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.
Expense Ratio | 2.19 |
Launched (4y ago) | Mar 30, 2020 |
AUM in Crores | 1064.700 |
ISIN | INF582M01GM5 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 150 MidCap TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.144 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Midcap Fund (Growth) | 13,35,870 | 6,03,258 | 23.4% | |
| 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
treps
7.8%shriram finance ltd
3.1%cummins india ltd
2.4%zydus lifesciences ltd
2.1%persistent systems ltd
2.1%Allocation by Sector
financial services
20.2%industrials
17.2%consumer cyclical
13.8%healthcare
12.3%basic materials
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
19.3% | 12.4% | ||
5.5% | 6.7% | ||
6.2% | 5.3% | ||
5.4% | 5.2% | ||
19.3% | 12.3% |
Union Midcap Fund (G) Review
Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 39.2% over a period of 4 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Gaurav Chopra, Hardick Bora, Sanjay Bembalkar.
Nav of Union Midcap Fund (G) as of 4/16/2024 is ₹39.57 with the total AUM as of 4/18/2024 is ₹1064.7. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Midcap Fund (G) was launched on Mar 30, 2020. The category risk of the fund is Very High Risk.
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 S&P BSE 150 MidCap TR INR.
Union Midcap Fund (G) is rated as a 2 fund in Equity and delivered 44.7% 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 Neutral 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 2.19% for regular plan.