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Union Midcap Fund - Regular Plan - Growth Option

Fund House:
Union Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
23-03-2020
ISIN Number:
INF582M01GM5
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
1380.73
Nav (20-12-2024)
47.08
CAGR Since Inception:
37.65
Benchmark:
BSE 150 MidCap TRI
Expense Ratio (30-11-2024)::
2.1 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 15 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Union Midcap Fund - Regular Plan - Growth Option 31.03 28.24 20.47 0 0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Fund Manager
Hardick Bora, Gaurav Chopra:
Scheme Objective
The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Union Midcap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 37.65% 13.95% 21.06%
1 Year 31.03% 12.84% 32.91%
3 Year 20.47% 13.73% 23.47%
5 Year 0.00% 15.28% 26.40%
10 Year 0.00% 12.46% 17.10%
Nav / Index Value as on2024-12-22 1,380.73% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 0.04
Cash & Cash Equivalents 2.62
Equity 97.34
Company Holding
COFORGE LIMITED 3.43
THE FEDERAL BANK LIMITED 3.12
MPHASIS LIMITED 2.89
VOLTAS LIMITED 2.58
MAX HEALTHCARE INSTITUTE LIMITED 2.57
DIXON TECHNOLOGIES (INDIA) LIMITED 2.54
MAX FINANCIAL SERVICES LIMITED 2.49
SUZLON ENERGY LIMITED 2.33
INFO EDGE INDIA LIMITED 2.29
SHRIRAM FINANCE LIMITED 2.01
FAQ's of Union Midcap Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Union Mutual Fund ?

To calculate the Union Mutual Fund :

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3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Union Midcap Fund - Regular Plan - Growth Option