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  • Union Midcap Fund (Growth)
Union Mutual Fund

Union Midcap Fund (Growth)

EquityMid Cap

39.39

NAV (Apr 19)

38.9%
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 ->

Fund Size

Poor

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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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

39.39

NAV (Apr 19)

Fund Returns

Last 1Y
43.2%
Last 3Y
23.9%
Last 5Y
NA
Last 10Y
NA
Since Inception
38.9%
6 Month CAGR
16.1%

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
2.19
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
Fund Managers

Hardick Bora

Fund Manager

Sanjay Bembalkar

Fund Manager

Gaurav Chopra

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Midcap Fund (Growth)70%13,54,579 6,21,96723.9%
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 2024-04-19

Top Stock Holdings

treps

7.8%
7.8%

shriram finance ltd

3.1%
3.1%

cummins india ltd

2.4%
2.4%

zydus lifesciences ltd

2.1%
2.1%

persistent systems ltd

2.1%
2.1%
See all holdings

Allocation by Sector

financial services

20.2%
20.2%

industrials

17.2%
17.2%

consumer cyclical

13.8%
13.8%

healthcare

12.3%
12.3%

basic materials

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,274 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

19.9%

12.4%

5.5%

6.7%

6.2%

5.3%

5.4%

5.2%

19.9%

12.3%

Union Midcap Fund (G) Review

Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 38.9% 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 4/19/2024 is ₹39.39 with the total AUM as of 4/20/2024 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 43.2% 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 Mid Cap 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 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.