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  • Union Mutual Fund
  • Union Midcap Fund Transfer (PIDCW-A)

Formerly Union Midcap Reg DS

Union Mutual Fund

Union Midcap Fund Transfer (PIDCW-A)

EquityMid Cap

38.64

NAV (Mar 28)

38.9%
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

38.64

NAV (Mar 28)

Fund Returns

Last 1Y
49.4%
Last 3Y
23.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
38.9%
6 Month CAGR
13.7%

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
2.17
Launched (4y ago)
Mar 30, 2020
AUM in Crores
1048.583
ISIN
Lock-in
No Lock-in
Benchmark
S&P BSE 150 MidCap TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.212
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 Transfer (PIDCW-A)70%13,24,796 5,92,18423.1%
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 2024-03-28

Top Stock Holdings

treps

3.4%
3.4%

shriram finance ltd

3.2%
3.2%

phoenix mills ltd

2.6%
2.6%

persistent systems ltd

2.4%
2.4%

max healthcare institute ltd ordinary shares

2.3%
2.3%
See all holdings

Allocation by Sector

financial services

22.7%
22.7%

industrials

17.6%
17.6%

consumer cyclical

13.7%
13.7%

healthcare

12.7%
12.7%

basic materials

8.3%
8.3%
See all sectors

Comparison with Equity Funds

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

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,377 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

20%

15.2%

19.6%

12.5%

20%

15%

19.6%

12.4%

19.3%

12.3%

Union Midcap Fund Transfer (PIDCW-A) Review

Union Midcap Fund Transfer (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 38.9% over a period of 3 years. The fund was previously known as Union Midcap Reg DS. 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 Transfer (PIDCW-A) as of 3/28/2024 is ₹38.64 with the total AUM as of 3/29/2024 is ₹1048.583. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Midcap Fund Transfer (PIDCW-A) was launched on Mar 30, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Union Midcap Fund Transfer (PIDCW-A) is ₹0 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 Transfer (PIDCW-A) 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 Transfer (PIDCW-A) is rated as a 0 fund in Equity and delivered 49.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Midcap Fund Transfer (PIDCW-A).

Frequently Asked Questions

What is Union Midcap Fund Transfer (PIDCW-A)?

Union Midcap Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

You can invest in Union Midcap Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

The minimum sip amount for Union Midcap Fund Transfer (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Union Midcap Fund Transfer (PIDCW-A) good to invest in?

As per Scripbox experts, Union Midcap Fund Transfer (PIDCW-A) is a Not Reviewed Yet fund. You can investUnion Midcap Fund Transfer (PIDCW-A) 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 Transfer (PIDCW-A)?

The expense ratio of the Union Midcap Fund Transfer (PIDCW-A) is 2.17% for regular plan.