Union Medium Duration Fund
500
Min SIP
1,000
Min Lumpsum
0.63 %
Expense Ratio
Rating
140
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.4% | - | - | 4.4% | ||||
| Category Average | 14.2% | 23.9% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2029
GSEC2027
GSEC2026
Power Fin.Corpn.
S I D B I
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | 1% - if redeemed or switched out on or before 15 days from the date of allotment. Nil - if redeemed or switched out after 15 days from the date of allotment. |
|---|
Fund Objective
The investment objective of the Scheme is to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Fund Managers
Parijat Agrawal
The Head of Fixed Income in Union Asset Management Co. Pvt. Ltd., Mr. Parijat Agrawal has immense experience in mutual funds and financial services spanning over two decades. Mr. Agrawal has been associated with Union Mutual Fund since the company’s inception. He has a B.E. in Electronics and Communications and a PGDM from IIM Bangalore. His portfolio has seen him work in influential positions at some of the most prestigious companies, such as SBI Mutual Fund, State Bank of Mauritius Limited, and Sun F&C Asset Management.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Debt .
- Medium Duration .
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- 6,579
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8.6%Fund Size - 6,579
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7.7%Fund Size - 6,579
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8%Fund Size - 6,579
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- Debt .
- Medium Duration .
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- 1,764
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8.4%Fund Size - 1,764
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7.3%Fund Size - 1,764
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7.8%Fund Size - 1,764
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- Debt .
- Medium Duration .
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- 2,127
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7%Fund Size - 2,127
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7.2%Fund Size - 2,127
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7.1%Fund Size - 2,127
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- Debt .
- Medium Duration .
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- 4,110
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8.2%Fund Size - 4,110
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7.2%Fund Size - 4,110
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7.8%Fund Size - 4,110
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- Debt .
- Medium Duration .
-
- 7,221
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8.4%Fund Size - 7,221
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6.6%Fund Size - 7,221
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8.4%Fund Size - 7,221
AMC Contact Details
Union Mutual Fund
AUM:
10,011 Cr
Address:
Unit 503, 5th Floor, Leeela Business
Park, Andheri Kurla Road,
Andheri (East), Mumbai - 400059
Contact:
022-67483300
Email ID:
investorcare@unionmf.com
Frequently Asked Questions
How to invest in Union Medium Duration Fund ?
You can invest in Union Medium Duration Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Union Medium Duration Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Union Medium Duration Fund ?
The NAV of Union Medium Duration Fund is ₹11.2 as of 05 June 2023.
How to redeem Union Medium Duration Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Union Medium Duration Fund?
The minimum SIP amount of Union Medium Duration Fund is ₹500
How much returns have Union Medium Duration Fund generated ?
The Union Medium Duration Fund has delivered 4.4% since inception
What is the expense ratio of Union Medium Duration Fund ?
The expense ratio of Union Medium Duration Fund is 0.63 % as of 05 June 2023.
What is the AUM of Union Medium Duration Fund?
The AUM of Union Medium Duration Fund is ₹10,011 Cr as of 05 June 2023
What are the top stock holdings of Union Medium Duration Fund?
The top stock holdings of Union Medium Duration Fund are
- GSEC2029 - 21.3%
- GSEC2027 - 18.98%
- GSEC2026 - 10.28%
- Power Fin.Corpn. - 7.7%
- S I D B I - 5.31%