Union Midcap Fund - Regular Plan - Growth

NORMAL RISK
Equity
Equity: Mid Cap
6M returns
-5.94 %
Current NAV
43.10
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Min. SIP
1000
AUM
₹ 1429.0 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

The Federal Bank3.2 %
Others2.8 %
Voltas2.8 %
Coforge2.7 %
Persistent Systems2.5 %
Dixon Technologies (India)2.3 %

Fund Manager

HB
Hardick Bora
PD
Pratik Dharmshi
SB
Sanjay Bembalkar
GC
Gaurav Chopra

Fund Information

Launched
29 Mar 2020(4 years ago)
Expense ratio2.16000000%
Exit LoadExit load of 1%, if redeemed within 15 days.
Benchmark index
BSE 150 MidCap TRI100%

Fund Objective

The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.

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