
Union Midcap Fund - Regular Plan - Idcw Reinvestment
EQUITY
Union Midcap Fund Returns
NAV: ₹48.53
As of 2026-10-21
7.06%
1yr
15.47%
3yr
13.82%
5yr
All
Union Midcap Fund Return Calculator
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Union Midcap Fund Overview
About Union Midcap Fund - Regular Plan - Idcw Reinvestment
The Union Midcap Fund - Regular Plan - Idcw Reinvestment , a null multi-cap fund Open Ended Mutual Funds from Union Asset Management Company Pvt. Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Union Midcap Fund - Regular Plan - Idcw Reinvestment - Performance
The Union Midcap Fund - Regular Plan - Idcw Reinvestment has set a great track record, delivering an impressive 1-year return of 7.06. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹2,005.31 Cr. and the latest NAV declared is 48.53 as on 2026-10-21.
Union Midcap Fund - Regular Plan - Idcw Reinvestment - Investment Strategy
The Union Midcap Fund - Regular Plan - Idcw Reinvestment follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Union Midcap Fund - Regular Plan - Idcw Reinvestment - Fees and Expenses
The Union Midcap Fund - Regular Plan - Idcw Reinvestment has an expense ratio of 1.76 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
Union Midcap Fund - Regular Plan - Idcw Reinvestment - SIP Planning
The Union Midcap Fund - Regular Plan - Idcw Reinvestment, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Union Midcap Fund - Regular Plan - Idcw Reinvestment is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular null provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the null Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
500
Min Lumpsum
₹1,000
Fund Size(Cr)
₹2,005
Expense Ratio
1.76%
Exit Load
Nil
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Union Midcap Fund Holdings
Union Midcap Fund AMC Details
Fund House
Union Asset Management Company Pvt. Ltd.
Union Midcap Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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