Union Midcap Fund
500
Min SIP
1,000
Min Lumpsum
0.89 %
Expense Ratio
Rating
618
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.6% | 37.2% | - | 42.2% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
P I Industries
Navin Fluo.Intl.
Max Healthcare
Polycab India
Syngene Intl.
Others
Advance Ratio
1.12
Alpha
4.66
SD
0.78
Beta
0.56
Sharpe
Exit Load
| Exit Load | 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter. |
|---|
Fund 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. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Fund Managers
Sanjay Bembalkar
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 9,370
-
21.6%Fund Size - 9,370
-
41.5%Fund Size - 9,370
-
16.2%Fund Size - 9,370
-
- Equity .
- Mid Cap .
-
- 14,143
-
24.9%Fund Size - 14,143
-
38.6%Fund Size - 14,143
-
16.7%Fund Size - 14,143
-
- Equity .
- Mid Cap .
-
- 25,971
-
20.9%Fund Size - 25,971
-
37.4%Fund Size - 25,971
-
16.4%Fund Size - 25,971
-
- Equity .
- Mid Cap .
-
- 3,662
-
16.7%Fund Size - 3,662
-
35.8%Fund Size - 3,662
-
12.1%Fund Size - 3,662
-
- Equity .
- Mid Cap .
-
- 7,288
-
20.4%Fund Size - 7,288
-
34.2%Fund Size - 7,288
-
13.5%Fund Size - 7,288
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 Midcap Fund ?
You can invest in Union Midcap 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 Midcap 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 Midcap Fund ?
The NAV of Union Midcap Fund is ₹30.5 as of 26 May 2023.
How to redeem Union Midcap 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 Midcap Fund?
The minimum SIP amount of Union Midcap Fund is ₹500
What are the top sectors Union Midcap Fund has invested in??
The top sectors Union Midcap Fund has invested in are
- P I Industries - 3.3%
- Navin Fluo.Intl. - 3.24%
- Max Healthcare - 3.18%
- Polycab India - 3.03%
- Syngene Intl. - 2.79%
How much returns have Union Midcap Fund generated ?
The Union Midcap Fund has delivered 42.2% since inception
What is the expense ratio of Union Midcap Fund ?
The expense ratio of Union Midcap Fund is 0.89 % as of 26 May 2023.
What is the AUM of Union Midcap Fund?
The AUM of Union Midcap Fund is ₹10,011 Cr as of 26 May 2023
What are the top stock holdings of Union Midcap Fund?
The top stock holdings of Union Midcap Fund are
- P I Industries - 3.3%
- Navin Fluo.Intl. - 3.24%
- Max Healthcare - 3.18%
- Polycab India - 3.03%
- Syngene Intl. - 2.79%