VP
Vinay PahariaFund Manager Since 30 Mar 2020
EquityMid-Cap
Union Midcap Fund Regular Growth
3Y Annualised
20.26%
-0.64% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
11.33%
-0.64% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 9 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹1497.77 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
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
16.89%
2nd
HSBC Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
16.89%
3rd
HSBC Midcap Fund Direct Plan Growth
16.89%
4th
HSBC Midcap Fund Growth
16.79%
5th
HSBC Midcap Fund Payout of Income Distribution cum Cap Wrdl
16.79%
172nd
Union Midcap Fund Regular Growth
11.33%
Fund Managers
HB
Hardick BoraFund Manager Since 30 Mar 2020
About Union Midcap Fund Regular Growth
Union Midcap Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 6 years, having been launched on 2020-03-30. Union Midcap Fund Regular Growth has ₹1497.77 Cr worth of assets under management (AUM) as of Sat May 02 2026. The latest Net Asset Value (NAV) of Union Midcap Fund Regular Growth as of Thu Apr 30 2026 is ₹48.46. The fund has an expense ratio of 2.13%, which is medium comparable to most other Equity funds.
Union Midcap Fund Regular Growth returns for the last 1 year are 12.49%. Since launch, it has delivered 28.80% average annual returns.
The Union Midcap Fund Regular Growth has the majority of its money invested in Financial Services, Healthcare, Basic Materials, Communication Services sectors.
Top 5 Holdings of Union Midcap Fund Regular Growth.
- The Federal Bank Ltd: 4.75%
- Max Financial Services Ltd: 3.36%
- Indian Bank: 3.23%
- Fortis Healthcare Ltd: 2.73%
- L&T Finance Ltd: 2.73%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2020-03-30 |
| 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 Midcap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
