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

Union Midcap Fund (Growth)

EquityMid Cap

29.24

NAV (Dec 02)

46.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

29.24

NAV (Dec 2)

Fund Returns

Last 1Y

5.6%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

46.9%

6 Month CAGR

11%

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

2.54

Launched (2y ago)

Mar 30, 2020

AUM in Crores

565.391

ISIN

INF582M01GM5

Lock-in

No Lock-in

Benchmark

S&P BSE 150 MidCap TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Vinay Paharia

Fund Manager

Hardick Bora

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

treps

6.6%
6.6%

tube investments of india ltd ordinary shares

3.5%
3.5%

max healthcare institute ltd ordinary shares

3.3%
3.3%

dixon technologies (india) ltd

3.3%
3.3%

polycab india ltd

3.1%
3.1%
See all holdings

Allocation by Sector

consumer cyclical

22.8%
22.8%

basic materials

15%
15%

industrials

14.5%
14.5%

financial services

12.3%
12.3%

healthcare

9.4%
9.4%
See all sectors

Compare Union Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 10,686 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

  • 022-24833300
  • investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.5%

    14.7%

    19.5%

    11.6%

    20.5%

    14.5%

    19.4%

    11.4%

    19.4%

    11.4%

    Union Midcap Fund (G) Review

    Union Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 46.9% over a period of 2 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 12/2/2022 is ₹29.24 with the total AUM as of 12/3/2022 is ₹565.391. 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 5.6% 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 stocks 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 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 2.54% for regular plan.