Union Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Midcap Growth Direct Plan

NAV
₹51.2300
+0.45%
(30 Jan)
AUM
1,638 Cr
TER
0.72%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.3%
+14.0%
+13.6%
+13.6%
+13.2%
+9.2%
3Y
+27.8%
+27.3%
+28.3%
+22.8%
+27.0%
+22.5%
5Y
NA
+23.9%
+25.9%
+22.3%
NA
+21.0%
ALL
+23.4%
+20.8%
+21.7%
+31.4%
+19.3%
+15.7%
VOL
14.5%
15.9%
16.7%
16.0%
16.1%
-
TER
0.5%
0.5%
0.4%
0.7%
0.4%
-
AUM
₹4,448 Cr
₹10,296 Cr
₹13,650 Cr
₹1,638 Cr
₹1,329 Cr
-
INFO
1.61
1.30
1.30
1.97
1.20
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
The Federal Bank Ltd
4.2%
Max Financial Services Ltd
2.9%
Shriram Finance Ltd
2.7%
L&T Finance Ltd
2.6%
Fortis Healthcare Ltd
2.4%
KEI Industries Ltd
2.4%
Mphasis Ltd
2.4%
Phoenix Mills Ltd
2.2%
Bharti Hexacom Ltd
2.2%
Indian Bank
2.2%
Top industry exposure
Financial Services
24.0%
Industrials
16.7%
Consumer Cyclical
16.0%
Healthcare
11.0%
Technology
10.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
102%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
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.
Fund manager(s)
Pratik Dharmshi
Gaurav Chopra

FAQs