Union Asset Management Company Pvt. Ltd.

Union Midcap Fund - Regular Plan - Growth Option

EquityMid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-1.4%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.5%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees573.3
  • NAVRupees26.6

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 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.

Tax Implications

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

Riskometer

Top Holdings

  • Companies %
  • TREPS 5.2
  • Max Healthcare Institute Ltd. 3.1
  • Varun Beverages Ltd. 3.1
  • PI Industries Ltd. 3
  • Tube Investments of India Ltd. 3
  • Devyani International Ltd. 2.9
  • Polycab India Ltd. 2.8
  • Dixon Technologies (India) Ltd. 2.8
  • Motherson Sumi Wiring India Ltd. 2.7
  • Escorts Kubota Ltd. 2.6
  • City Union Bank Ltd. 2.6
  • Sectors %
  • Automobiles13.6
  • Finance7.7
  • Industrial Products6.7
  • Chemicals6.6
  • Fertilizers6.4

Fund House