Fund Details
Union Midcap Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹2000 |
| Expense Ratio | 2.49% |
| NAV | ₹19.38 (21 Jan 2021) |
|---|---|
| Fund Started | 23 Mar 2020 |
| Fund Size | ₹175 Cr |
Comparison
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Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Syngene International Ltd. | Healthcare | Equity | 4.6% |
| Varun Beverages Ltd. | FMCG | Equity | 4.5% |
| Coforge Ltd. | Technology | Equity | 4.3% |
| Endurance Technologies Ltd. | Automobile | Equity | 4.3% |
| PI Industries Ltd. | Chemicals | Equity | 4.3% |
| Tube Investments Of India Ltd. | Automobile | Equity | 4.2% |
| MindTree Ltd. | Technology | Equity | 3.9% |
| Mphasis Ltd. | Technology | Equity | 3.3% |
| Tata Chemicals Ltd. | Chemicals | Equity | 3.1% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 3.0% |
Fund Managers
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.
