Union Midcap Fund Direct Growth
Start investing with ₹100
-
NAV
52.81
14 Nov 2025
-
-0.08%
1 Day
-
21.26%
3Y CAGR returns
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₹ 500
Min SIP -
₹ 1000
Min Lumpsum -
0.72%
Expense Ratio -
1,620 Cr
Fund Size -
5 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 14 Nov 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 11.30%
- 21.26%
- 25.94%
- 34.25
- 7.60Alpha
- 4.48SD
- 0.93Beta
- 0.86Sharpe
- Exit Load
- 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 9,320
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 12,370
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 41,268
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 13,236
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 1,620
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- Equity
- Small Cap Fund
- AUM - ₹ 1,790
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- Equity
- Value Fund
- AUM - ₹ 362
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- Solution Oriented
- Retirement Fund
- AUM - ₹ 186
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- Equity
- Large & Mid Cap Fund
- AUM - ₹ 945
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- Equity
- Flexi Cap Fund
- AUM - ₹ 2,414
- Address :
- Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
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- Contact :
- +91022-67483300
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- Email ID :
- investorcare@unionmf.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 48,871
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,863
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 6,934
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 2,017
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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FAQs
You can invest in Union Midcap Fund - Direct (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Union Midcap Fund - Direct (G) 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"
Union Midcap Fund - Direct (G) has delivered 44.71% since inception
The NAV of Union Midcap Fund - Direct (G) is ₹49.02 as of 14 Nov 2025
The expense ratio of Union Midcap Fund - Direct (G) is % as of 14 Nov 2025
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
The AUM of Union Midcap Fund - Direct (G) 1182.65 CR as of 14 Nov 2025
The minimum SIP amount of Union Midcap Fund - Direct (G) is 500
The top stock holdings of Union Midcap Fund - Direct (G) are
- Federal Bank - 3.55%
- Max Financial - 2.49%
- KEI Industries - 2.33%
- Cummins India - 2.29%
- Phoenix Mills - 2.24%
The top sectors Union Midcap Fund - Direct (G) has invested in are
- Auto Components - 11.27%
- Consumer Durables - 8.07%
- Industrial Products - 7.31%
- Finance - 7.23%
- Electrical Equipments - 6.68%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Union Midcap Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Union Midcap Fund - Direct (G) based on your investment objective and risk tolerance