Union Midcap Fund - Regular Plan - Growth Option
NAV as on 10-06-2026
₹ 48.87
₹
-0.49
(
-1.0027%)
AUM as on 31-05-2026
1,771.05 Cr
Rtn (Since Inception)
28.37%
Union Midcap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 23-03-2020 |
| Assets Class: | Equity |
| Benchmark: | BSE 150 MidCap TRI |
| TER: | 2.06% As on (31-05-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 1000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 1,771.05 Cr As on (31-05-2026) |
| Turn over: | 0.92 |
| Exit Load: | 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Union MidCap Reg Gr | 23-03-2020 | 2.62 | 6.35 | 17.45 | 15.64 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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