Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 29)
6 Month CAGR
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.
Launched (3y ago)
Mar 30, 2020
AUM in Crores
S&P BSE 150 MidCap TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Midcap Fund (Growth)||NaN||NaN||%|
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.
polycab india ltd3.4%
max healthcare institute ltd ordinary shares3.1%
tube investments of india ltd ordinary shares3%
schaeffler india ltd2.9%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,641 cr
₹ 10,129 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 10,621 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 36.2% over a period of 3 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Gaurav Chopra, Hardick Bora, Sanjay Bembalkar, Vinay Paharia.
Nav of Union Midcap Fund (G) as of 3/29/2023 is ₹26.21 with the total AUM as of 3/30/2023 is ₹576.93. 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 0 fund in Equity and delivered -0.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Midcap Fund (G).
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 Not Reviewed Yet 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 2.52% for regular plan.