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  • Union Mutual Fund
  • Union Midcap Fund (Growth)
Union Mutual Fund

Union Midcap Fund (Growth)

EquityMid Cap

29.48

NAV (Jan 17)

78.4%
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

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

Relative Size

383 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

Invest in this fund
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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.

  • graph-icon-gray
    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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    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

29.48

NAV (Jan 17)

Fund Returns

Last 1Y

52.3%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

78.4%

6 Month CAGR

14.9%

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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.

Expense Ratio

2.55

Launched (2y ago)

Mar 30, 2020

AUM in Crores

382.639

ISIN

INF582M01GM5

Lock-in

No Lock-in

Benchmark

S&P BSE 150 MidCap TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Hardick Bora

Fund Manager

user-avatar

Vinay Paharia

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 9,062 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,34 debt and 16 hybrid funds.

amc-img

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

    23.9%

    15.9%

    24.2%

    12.7%

    4.6%

    6.9%

    0.7%

    0%

    4.5%

    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
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    Union Midcap Fund (G) Review

    Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 78.4% 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.

    Nav of Union Midcap Fund (G) as of 17/01/2022 is ₹29.48 with the total AUM as of 18/01/2022 is ₹382.639. 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 52.3% 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

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