Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,498 Cr

Lock In Period

N/A

Expense Ratio

2.13

Benchmark

Nifty Midcap 100 Total Return

Exit Load

1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Summary

Latest details for Union Midcap Fund Growth include a ₹48.65 NAV as of Apr 17,2026 and returns since inception of 75.90%. Minimum investments start at SIP ₹500. The Union Midcap Fund Growth AUM is ₹1,498 Cr, with a lock-in of N/A years, expense ratio of 2.13%, and benchmark Nifty Midcap 100 Total Return. Exit load is - 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded 7.41% returns, against a category average of 1.02% and a category best of 11.40%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.411.0211.40
6M-1.601.3926.07
1Y14.256.1147.78
3Y20.7116.43142.86

Portfolio Analysis

  • Equity: 98.16%
  • Debt: 1.84%
  • Others
As on: 2026-03-31
View allocation % by

1. IPCA Laboratories Ltd.2.41%
2. Acutaas Chemicals Ltd.1.73%
3. Sai Life Sciences Ltd.1.63%
4. Ajanta Pharma Ltd.1.60%
5. Aurobindo Pharma Ltd.1.35%
6. Abbott India Ltd.1.17%
7. Lupin Ltd.0.52%

1. The Federal Bank Ltd.4.75%
2. Ujjivan Small Finance Bank Ltd.1.48%
3. AU Small Finance Bank Ltd.0.90%

1. L&T Finance Ltd.2.73%
2. Shriram Finance Ltd.2.53%

1. Mphasis Ltd.1.88%
2. Persistent Systems Ltd.0.92%
3. Coforge Ltd.0.63%
4. Billionbrains Garage Ventures Ltd.0.62%

1. Max Financial Services Ltd.3.36%

1. Indian Bank3.23%

1. Fortis Healthcare Ltd.2.73%

1. One 97 Communications Ltd.1.64%
2. PB Fintech Ltd.0.84%

1. Jindal Steel Ltd.2.41%

1. Nippon Life India Asset Management Ltd.2.40%

1. Multi Commodity Exchange of India Ltd.1.77%
2. BSE Ltd.0.60%

1. CG Power and Industrial Solutions Ltd.1.51%
2. Schneider Electric Infrastructure Ltd.0.84%

1. Aarti Industries Ltd.0.98%
2. Apar Industries Ltd.0.76%
3. Aether Industries Ltd.0.58%

1. Bharat Electronics Ltd.1.55%
2. Data Patterns (India) Ltd.0.73%

1. Schaeffler India Ltd.1.24%
2. Timken India Ltd.0.98%

1. Bharti Hexacom Ltd.2.10%

1. KEI Industries Ltd.2.00%

1. Cummins India Ltd.1.99%

1. GE Vernova T&D India Ltd.1.98%

1. The Phoenix Mills Ltd.1.97%

1. Bharat Forge Ltd.1.00%
2. Sona Blw Precision Forgings Ltd.0.84%

1. APL Apollo Tubes Ltd.1.75%

1. SRF Ltd.1.73%

1. JSW Energy Ltd.1.68%

1. Vishal Mega Mart Ltd.1.66%

1. Endurance Technologies Ltd.1.64%

1. ZF Commercial Vehicle Control Systems India Ltd.1.57%

1. Coromandel International Ltd.1.54%

1. Marico Ltd.1.51%

1. Ashok Leyland Ltd.1.49%

1. Solar Industries India Ltd.1.40%

1. Swiggy Ltd.0.93%
2. FSN E-Commerce Ventures Ltd.0.40%

1. LG Electronics India Ltd.1.27%

1. Amber Enterprises India Ltd.1.26%

1. JK Cement Ltd.1.12%

1. TVS Motor Company Ltd.1.12%

1. Gabriel India Ltd.1.12%

1. Info Edge (India) Ltd.1.11%

About Fund

Union Midcap Fund Growth managed by Union Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹1,498 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.13. 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 NameRatingsAUMExpense Ratio
This FundLIC MF Midcap Fund Growth1300.89 CR2.5
This FundAditya Birla Sun Life Midcap Fund Growth25493.37 CR1.9
This FundUnion Midcap Fund Growth11497.77 CR2.13
This FundICICI Prudential MidCap Fund Growth46568.77 CR1.87
This FundInvesco India Midcap Fund Growth39895.34 CR1.72
Fund Name1Y3Y
This FundLIC MF Midcap Fund Growth7.941274.6311
This FundAditya Birla Sun Life Midcap Fund Growth10.11974.8863
This FundUnion Midcap Fund Growth14.248475.9049
This FundICICI Prudential MidCap Fund Growth26.4242101.2511
This FundInvesco India Midcap Fund Growth15.1201101.792

FAQs

Union Midcap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Midcap Fund Growth is 2.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 7.41%
  • 6 Months : -1.60%
  • 1 Year : 14.25%
  • 3 Years : 20.71%
Returns of Union Midcap Fund Growth are updated daily based on NAV of ₹ 48.65 as on Apr 17,2026. Since inception, the return has been 75.90%.

You can invest in Union Midcap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Midcap Fund Growth is ₹1,498 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500