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

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,893 Cr

Lock In Period

N/A

Expense Ratio

2.4

Exit Load

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

Benchmark

Nifty Midcap 100 Total Return

Union Midcap Fund Growth 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(%)
1M5.66-0.058.60
6M10.362.1926.07
1Y11.094.8047.78
3Y17.5613.48142.86

Portfolio Analysis

  • Equity: 98.43%
  • Debt: 1.57%
  • Others
As on: 2026-07-31
View allocation % by

1. The Federal Bank Ltd.3.73%
2. Ujjivan Small Finance Bank Ltd.1.73%
3. RBL Bank Ltd.1.04%
4. AU Small Finance Bank Ltd.0.98%
5. Axis Bank Ltd.0.98%

1. IPCA Laboratories Ltd.2.18%
2. Ajanta Pharma Ltd.1.91%
3. Sai Life Sciences Ltd.1.41%
4. Acutaas Chemicals Ltd.0.95%
5. Aurobindo Pharma Ltd.0.50%
6. Lupin Ltd.0.43%

1. Coforge Ltd.1.96%
2. Mphasis Ltd.1.79%
3. Billionbrains Garage Ventures Ltd.1.56%
4. Persistent Systems Ltd.1.15%

1. Max Financial Services Ltd.2.85%
2. Aditya Birla Capital Ltd.1.47%

1. Apar Industries Ltd.1.86%
2. Aarti Industries Ltd.1.09%
3. Aether Industries Ltd.1.08%

1. The Phoenix Mills Ltd.1.97%
2. Prestige Estates Projects Ltd.1.74%

1. Shriram Finance Ltd.1.91%
2. L&T Finance Ltd.1.78%

1. One 97 Communications Ltd.2.49%
2. PB Fintech Ltd.0.95%

1. Sona Blw Precision Forgings Ltd.1.68%
2. Bharat Forge Ltd.1.62%

1. Fortis Healthcare Ltd.2.70%
2. Manipal Health Enterprises Ltd0.26%

1. Dixon Technologies (India) Ltd.1.65%
2. LG Electronics India Ltd.1.02%

1. Nippon Life India Asset Management Ltd.2.47%

1. Bharat Heavy Electricals Ltd.2.09%

1. Swiggy Ltd.0.89%
2. CarTrade Tech Ltd.0.69%
3. FSN E-Commerce Ventures Ltd.0.45%

1. SRF Ltd.1.53%
2. Navin Fluorine International Ltd.0.49%

1. Multi Commodity Exchange of India Ltd.0.99%
2. BSE Ltd.0.97%

1. Marico Ltd.1.90%

1. JSW Energy Ltd.1.88%

1. GE Vernova T&D India Ltd.1.79%

1. Bharti Hexacom Ltd.1.77%

1. KEI Industries Ltd.1.76%

1. UNO Minda Ltd.1.75%

1. Solar Industries India Ltd.1.65%

1. JSW Infrastructure Ltd.1.48%

1. APL Apollo Tubes Ltd.1.41%

1. ZF Commercial Vehicle Control Systems India Ltd.1.40%

1. Tube Investments of India Ltd.1.31%

1. Jindal Steel Ltd.1.28%

1. Cummins India Ltd.1.27%

1. Info Edge (India) Ltd.1.23%

1. Gabriel India Ltd.1.21%

1. Endurance Technologies Ltd.1.20%

1. Indian Bank1.16%

1. Amber Enterprises India Ltd.1.15%

1. Blue Star Ltd.1.12%

1. Schaeffler India Ltd.1.04%

1. Delhivery Ltd.1.02%
No Data Found
No Data Found

About Fund Union Midcap Fund Growth

Union Midcap Fund Growth managed by Union Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹1,893 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 NameRatingsAUMExpense Ratio
Baroda BNP Paribas Mid Cap Fund Growth32,584 CR2.18
Canara Robeco Mid Cap Fund Growth24,977 CR2.14
Union Midcap Fund Growth31,892 CR2.4
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundBaroda BNP Paribas Mid Cap Fund Growth12.106760.6046
This FundCanara Robeco Mid Cap Fund Growth6.910361.1015
This FundUnion Midcap Fund Growth11.090462.4924
This FundInvesco India Midcap Fund Growth9.213790.0502
This FundHSBC Midcap Fund Growth21.220193.3258

Union Midcap Fund Growth 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 2.4. 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 : 5.66%
  • 6 Months : 10.36%
  • 1 Year : 11.09%
  • 3 Years : 17.56%
Returns of Union Midcap Fund Growth are updated daily based on NAV of ₹ 53.59 as on Aug 24,2026. Since inception, the return has been 62.49%.

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 ₹1,893 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.