VP
Vinay PahariaFund Manager Since 30 Mar 2020
EquityMid-Cap
Union Midcap Fund Regular Growth
3Y Annualised
17.25%
0.46% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.70%
0.46% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 4 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹1312.88 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
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 5 years, having been launched on 2020-03-30. Union Midcap Fund Regular Growth has ₹1312.88 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Union Midcap Fund Regular Growth as of Thu Apr 24 2025 is ₹43.67. 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 10.15%. Since launch, it has delivered 32.82% average annual returns.
The Union Midcap Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Technology, Basic Materials, Healthcare, Communication Services sectors.
Top 5 Holdings of Union Midcap Fund Regular Growth.
- The Federal Bank Ltd: 3.94%
- Voltas Ltd: 2.72%
- Max Financial Services Ltd: 2.55%
- Mphasis Ltd: 2.52%
- Coromandel International Ltd: 2.45%
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 |
Similar Funds from Union Asset Management Co. Pvt. Ltd.
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expense ratio
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Union Small Cap Fund Regular Growth
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Union Flexi Cap Fund Growth
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expense ratio
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Union Flexi Cap Fund Direct Growth Option
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expense ratio
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FAQs
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