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Union Mutual Fund · Equity: Mid Cap
Union Midcap Fund - Regular Plan - Growth Option
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. However, there is no assurance that the Investment Objective of the Scheme will be achieved.
EquityBenchmark · BSE 150 MidCap TRITER · 2.73%Inception · 23-03-2020
NAV
₹49.27
+1.01% · as of 14-05-2026
Since inception
28.93%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹17 Cr
AUM
Expense ratio
2.73%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +28.93% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.75%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.36%
Indian Bank3.23%
FORTIS HEALTHCARE LIMITED. EQ2.73%
L & T FINANCE HOLDINGS LIMITED EQ2.73%
Shriram Finance Limited2.53%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.12.41%
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-2.41%
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ2.40%
Bharti Hexacom Limited2.10%
Sector allocation
Financial Services26.85%
Capital Goods17.61%
Healthcare13.14%
Automobile and Auto Components9.16%
Chemicals6.23%
Consumer Services4.68%
Information Technology3.43%
Consumer Durables3.20%
Fast Moving Consumer Goods2.49%
Metals & Mining2.41%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 28.9% p.a.₹10,000
10 years
Projected value
₹69,82,963
Invested: ₹12,00,000
Gained: ₹57,82,963
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
G
Gaurav Chopra, Pratik Dharmshi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148071
ISIN (Growth)
INF582M01GM5
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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