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Fixed IncomeMedium Duration

Union Medium Duration Fund Regular Growth

3Y Annualised

5.51%

-0.05% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.92%

-0.05% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

12 years 11 months

NIFTY 50

5 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹80.25 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹1000

Exit load

0.01%

1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Risk Profile

Moderate Risk

Fund Managers

PA
Parijat AgrawalFund Manager Since 14 Sept 2020
AS
Anindya SarkarFund Manager Since 14 Sept 2020

About Union Medium Duration Fund Regular Growth

Union Medium Duration Fund Regular Growth is a Fixed Income mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 4 years, having been launched on 2020-09-14. Union Medium Duration Fund Regular Growth has ₹80.25 Cr worth of assets under management (AUM) as of Wed Jul 30 2025. The latest Net Asset Value (NAV) of Union Medium Duration Fund Regular Growth as of Wed Jan 29 2025 is ₹12.4208. The fund has an expense ratio of 0.86%, which is medium comparable to most other Fixed Income funds.

Union Medium Duration Fund Regular Growth returns for the last 1 year are 7.74%. Since launch, it has delivered 5.08% average annual returns.

The Union Medium Duration Fund Regular Growth has the majority of its money invested in null sectors.

Top 5 Holdings of Union Medium Duration Fund Regular Growth.

  1. 7.32% Govt Stock 2030: 25.52%
  2. 7.1% Govt Stock 2029: 25.20%
  3. 7.1% Govt Stock 2034: 12.67%
  4. 7.18% Govt Stock 2033: 6.36%
  5. 7.04% Govt Stock 2029: 6.29%

AMC Information

NameUnion Asset Management Co. Pvt. Ltd.
Founding Date2020-09-14
Emailinvestorcare@unionmf.com
Phone+91 022 67483333
Websitewww.unionmf.com/
AddressUnion Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Tax Implications of Union Medium Duration Fund Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Union Asset Management Co. Pvt. Ltd.

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

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