Union Midcap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Midcap Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹2,005 Cr
N/A
2.4
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Nifty Midcap 100 Total Return
Union Midcap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.76 | -0.46 | 2.55 |
| 6M | 13.50 | 3.30 | 24.86 |
| 1Y | 8.84 | 4.79 | 47.78 |
| 3Y | 14.61 | 14.13 | 90.03 |
Portfolio Analysis
- Equity: 98.43%
- Debt: 1.57%
- Others
About Fund Union Midcap Fund Growth
Union Midcap Fund Growth managed by Union Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹2,005 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.4. Under the expert guidance of Gaurav Chopra ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Gaurav Chopra
Mr. Gaurav Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared). Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Franklin India Mid Cap Fund Growth | 3 | 13,052 CR | 1.85 |
| Mirae Asset Midcap Fund Growth | 4 | 20,891 CR | 1.98 |
| Union Midcap Fund Growth | 3 | 2,005 CR | 2.4 |
| Baroda BNP Paribas Mid-Cap Fund Growth | 0 | 92 CR | 2.74 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Mid Cap Fund Growth | 1.6605 | 47.5432 |
| This FundMirae Asset Midcap Fund Growth | 9.0504 | 48.7293 |
| This FundUnion Midcap Fund Growth | 8.8424 | 50.5586 |
| This FundBaroda BNP Paribas Mid-Cap Fund Growth | 26.1283 | 84.2656 |
Union Midcap Fund Growth FAQs
- 1 Month : -0.76%
- 6 Months : 13.50%
- 1 Year : 8.84%
- 3 Years : 14.61%
