How to Invest in Union Medium Duration Fund Direct IDCW?

You can easily invest in Union Medium Duration Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Union Medium Duration Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Union Medium Duration Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Union Medium Duration Fund Direct IDCW provide?

The Union Medium Duration Fund Direct IDCW has been there from 14 Sep 2020 and the average annual returns provided by this fund is 8.00% since its inception.

How much expense ratio is charged by Union Medium Duration Fund Direct IDCW?

The term Expense Ratio used for Union Medium Duration Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Union Medium Duration Fund Direct IDCW is 0.63% as of 26 Sep 2025...

What is the AUM of Union Medium Duration Fund Direct IDCW?

The AUM, short for Assets Under Management of Union Medium Duration Fund Direct IDCW is ₹79.63Cr as of 26 Sep 2025.

How to Redeem Union Medium Duration Fund Direct IDCW?

If you want to sell your Union Medium Duration Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Union Medium Duration Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Union Medium Duration Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Union Medium Duration Fund Direct IDCW?

The NAV of Union Medium Duration Fund Direct IDCW is ₹12.59 as of 29 Jan 2025.

What is the PE and PB ratio of Union Medium Duration Fund Direct IDCW?

The PE ratio ratio of Union Medium Duration Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	25.52%
GOI	Sovereign	GOI Sec	19.42%
GOI	Sovereign	GOI Sec	12.86%
GOI	Sovereign	GOI Sec	6.37%
Indian Oil Corporation Ltd.	Energy	NCD	6.30%
Reserve Bank of India	Financial	T-Bills	0.18%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

	6M	1Y	3Y	All
Fund returns	NA	8.0%	5.7%	5.4%
Category average	NA	8.1%	7.7%	NA
Rank with in category	NA	13	13	NA

Debt, Medium Duration funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Medium Duration Fund Direct IDCW	4	10.6%	9.0%	110.20
Nippon India Medium Duration Fund Direct IDCW Quarterly	4	10.6%	9.0%	110.20
Axis Strategic Bond Fund Direct IDCW Half Yearly	4	4.2%	8.6%	1,887.95
Axis Strategic Bond Fund Direct IDCW Quarterly	4	4.2%	8.6%	1,887.95
DSP Bond Direct IDCW	3	8.4%	8.1%	317.42

Rank (total assets)	#27 in India
Total AUM	₹20,541.27Cr

Union Medium Duration Fund Direct IDCW

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Holdings (6)

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Expense ratio, exit load and tax

Expense ratio: 0.63%

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Parijat AgrawalAug 2020 - PresentView details

Anindya SarkarAug 2020 - PresentView details

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Parijat Agrawal
Aug 2020 - Present
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Anindya Sarkar
Aug 2020 - Present
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