Formerly Union Midcap Reg DS
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 38.64
NAV (Mar 28)
Last 1Y | 49.4% |
Last 3Y | 23.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 38.9% |
6 Month CAGR | 13.7% |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Union Midcap Fund Transfer (PIDCW-A) | 13,24,796 | 5,92,184 | 23.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
treps
3.4%shriram finance ltd
3.2%phoenix mills ltd
2.6%persistent systems ltd
2.4%max healthcare institute ltd ordinary shares
2.3%financial services
22.7%industrials
17.6%consumer cyclical
13.7%healthcare
12.7%basic materials
8.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Union Asset Management Co. Pvt. Ltd.
Fund Name | Scripbox 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) 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).
What is Union Midcap Fund Transfer (PIDCW-A)?
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.