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Union Midcap Fund Regular Growth-0.36%

0.00%
1 Year Return
Equity
Mid Cap
6M
All

Fund Details

Union Midcap Fund Regular Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.49%
NAV₹19.38 (21 Jan 2021)
Fund Started23 Mar 2020
Fund Size175 Cr

Comparison

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Top Holdings

NameSectorInstrument% Assets
Syngene International Ltd.HealthcareEquity4.6%
Varun Beverages Ltd.FMCGEquity4.5%
Coforge Ltd.TechnologyEquity4.3%
Endurance Technologies Ltd.AutomobileEquity4.3%
PI Industries Ltd.ChemicalsEquity4.3%
Tube Investments Of India Ltd.AutomobileEquity4.2%
MindTree Ltd.TechnologyEquity3.9%
Mphasis Ltd.TechnologyEquity3.3%
Tata Chemicals Ltd.ChemicalsEquity3.1%
Aditya Birla Fashion and Retail Ltd.ServicesEquity3.0%
See All

Fund Managers

Vinay Paharia
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Hardick Bora
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Union Midcap Fund Regular Growth Details

Union Midcap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 23 Mar 2020. Vinay Paharia is the Current Fund Manager of Union Midcap Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹175 Cr and the Latest NAV as of 21 Jan 2021 is ₹19.38.

The Union Midcap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000. 1% exit load if redeemed within 15 days.

Investment Objective

The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
1% exit load if redeemed within 15 days.
Exit Load

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About Union Mutual Fund

Address
Unit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
Phone
022-24833300
Launch Date
23 Mar 2011
Union Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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