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  • Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

Formerly Union Midcap Reg DP

Union Mutual Fund

Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

EquityMid Cap

29.18

NAV (Oct 13)

95.6%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

326 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

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    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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Historical NAV

29.18

NAV (Oct 13)

Fund Returns

Last 1Y
81.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
95.6%
6 Month CAGR
40.2%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.56
Launched (1y ago)
Mar 30, 2020
AUM in Crores
325.397
ISIN
INF582M01GO1
Lock-in
No Lock-in
Benchmark
IISL NIFTY Midcap 100 TR INR
SIP Minimum
2000
Lumpsum Min.
5000
Fund Managers
user-avatar

Hardick Bora

Fund Manager

user-avatar

Vinay Paharia

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 8,258 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,30 debt and 16 hybrid funds.

amc-img

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

    24.9%

    16.2%

    top-ranked-badge

    25.4%

    13%

    top-ranked-badge

    4.9%

    6.9%

    top-ranked-badge

    1%

    0%

    top-ranked-badge

    4.6%

    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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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 95.6% over a period of 1 years. The fund was previously known as Union Midcap Reg DP . The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Vinay Paharia

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Mar 30, 2020. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-10-13 is ₹29.18. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹325.397. The category risk of the Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.56 % as expense ratio.

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.3% in this asset class. The top three holdings of the fund are , treps , persistent systems ltd , varun beverages ltd , coforge ltd , polycab india ltd , ramco cements ltd , dixon technologies (india) ltd , prestige estates projects ltd , tube investments of india ltd ordinary shares , pi industries ltd , city union bank ltd , indiamart intermesh ltd , sona blw precision forgings ltd , astral ltd , tata power co ltd , piramal enterprises ltd , phoenix mills ltd , max healthcare institute ltd ordinary shares , whirlpool of india ltd , syngene international ltd , carborundum universal ltd , creditaccess grameen ltd ordinary shares , navin fluorine international ltd , united breweries ltd , tata communications ltd , 3m india ltd , minda industries ltd , muthoot finance ltd , solar industries india ltd , happiest minds technologies ltd ordinary shares , sumitomo chemical india ltd ordinary shares , l&t technology services ltd , aavas financiers ltd , crompton greaves consumer electricals ltd , indian railway catering and tourism corp ltd , wabco india ltd , laurus labs ltd , aditya birla fashion and retail ltd , gland pharma ltd , knr constructions ltd , csb bank ltd ordinary shares , home first finance co india ltd ordinary shares , max financial services ltd , net receivable / payable , deepak nitrite ltd , abb india ltd , k.p.r. mill ltd , iifl wealth management ltd ordinary shares , greaves cotton ltd , honeywell automation india ltd , aarti industries ltd , intellect design arena ltd , nippon life india asset management ltd ordinary shares , interglobe aviation ltd , gujarat gas ltd , tasty bite eatables ltd , thyrocare technologies ltd , route mobile ltd ordinary shares , 91 dtb 28102021

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹2000 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.

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment volatility and Horizon

    This fund 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 IISL NIFTY Midcap 100 TR INR

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Union Midcap Fund of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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