Union Asset Management Company Pvt. Ltd.

Union Medium Duration Fund - Regular Plan - Growth Option

Fixed IncomeMedium Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return6.8%
  • 3 yr return3.9%
  • 5 yr return-
  • Expense Ratio0.9%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees140.2
  • NAVRupees11.2

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Income And Capital Appreciation By Investing In Fixed Income Securities And Money Market Instruments. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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Top Holdings

  • Companies %
  • GOI 6.79% 2027 23.8
  • GOI 7.27% 2026 10.8
  • GOI 5.63% 2026 10.2
  • NHPC Ltd. ** 8.1
  • Power Finance Corporation Ltd. ** 7.7
  • Small Industries Development Bank of India 5.3
  • Bajaj Finance Ltd. ** 5.2
  • Muthoot Finance Ltd. ** 5.2
  • Housing Development Finance Corporation Ltd. ** 5.1
  • Sundaram Finance Ltd. ** 5.1
  • National Bank for Agriculture and Rural Development ** 5.1
  • Sectors %
  • Govt-Sec46.6
  • Finance31.1
  • Banks10.5
  • Power8.1
  • Cash/Deposits/Margins/Treps/Repo/Swaps3.5

Fund House