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Union Medium Duration Fund Direct Growth
+5.74%
3Y annualised
-0.05% 1D
NAV: 29 Jan '25
₹12.59
Min. for SIP
Not Supported
Fund size (AUM)
₹79.63 Cr
Expense ratio
0.63%
Rating
2
Holdings (6)
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +3.8% | +8.0% | +5.7% | +5.4% |
| Category average (Debt Medium Duration) | +2.7% | +8.0% | +7.6% | -- |
| Rank (Debt Medium Duration) | -- | 13 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.73% | +10.09% | 3,097.75 | |
 | +4.73% | +7.43% | 3,746.29 | |
 | +3.13% | +6.83% | 288.40 | |
 | +3.46% | +6.78% | 1,294.26 | |
 | +3.00% | +6.75% | 167.25 | |
| Compare | ||||
About Union Medium Duration Fund Direct Growth
Union Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. The fund currently has an Asset Under Management(AUM) of ₹27,363 Cr and the Latest NAV as of 29 Jan 2025 is ₹12.59.
The Union Medium Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500. Exit load of 1%, if redeemed within 15 days.
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Investment Objective
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Fund benchmarkCRISIL Medium Duration Debt A-III Index
Fund house
Rank (total assets)#27 in India
Total AUM₹27,363.31 Cr
Date of Incorporation30 Dec 2009
Launch Date30 Dec 2009
AddressUnit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,