PA
Parijat AgrawalFund Manager Since 14 Sept 2020
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Medium Duration Fund Direct Plan Quarterly Payout Income Dist cum Cap Wdrl
2.87%
2nd
Nippon India Medium Duration Fund Direct Plan Bonus Option
2.87%
3rd
Nippon India Medium Duration Fund Direct Plan Quarterly Reinvestment Income Dist cum Cap Wdrl
2.87%
4th
Nippon India Medium Duration Fund Direct Plan Growth Option
2.87%
5th
Nippon India Medium Duration Fund Direct Plan Reinvestment Income Dist cum Cap Wdrl
2.87%
45th
Union Medium Duration Fund Regular Growth
0.92%
Fund Managers
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.
- 7.32% Govt Stock 2030: 25.52%
- 7.1% Govt Stock 2029: 25.20%
- 7.1% Govt Stock 2034: 12.67%
- 7.18% Govt Stock 2033: 6.36%
- 7.04% Govt Stock 2029: 6.29%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2020-09-14 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union 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 Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
Union Small Cap Fund Direct Growth
EquitySmall-Cap
3Y CAGR
20.42%
expense ratio
0.95%
fund size
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Union Dynamic Bond Fund Direct Growth Option
Fixed IncomeDynamic Bond
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expense ratio
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fund size
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Union Small Cap Fund Regular Growth
EquitySmall-Cap
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19.03%
expense ratio
2.11%
fund size
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Union Flexi Cap Fund Growth
EquityFlexi Cap
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expense ratio
2.01%
fund size
₹2401.11 Cr
Union Flexi Cap Fund Direct Growth Option
EquityFlexi Cap
3Y CAGR
17.76%
expense ratio
0.90%
fund size
₹2401.11 Cr
FAQs
What is the current NAV of Union Medium Duration Fund Regular Growth?
What are the average returns of Union Medium Duration Fund Regular Growth?
How do I invest in Union Medium Duration Fund Regular Growth?
What is the expense ratio of Union Medium Duration Fund Regular Growth?
What are net assets under management (AUM) of Union Medium Duration Fund Regular Growth?
What is the PE and PB ratio of Union Medium Duration Fund Regular Growth?
What are the top 5 holdings of Union Medium Duration Fund Regular Growth?
What are the top 3 sectors that Union Medium Duration Fund Regular Growth has invested in?
Who is the manager of Union Medium Duration Fund Regular Growth?
What is the exit load of Union Medium Duration Fund Regular Growth?
How to Redeem Union Medium Duration Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Union Medium Duration Fund Regular Growth?
