Home>Mutual Funds>Union Mutual Fund>Union Midcap Fund Regular Growth

Union Midcap Fund Regular Growth

Equity
Mid Cap
Very High Risk
69.97%
1Y return
-1.26% 1D
1M
6M
1Y
All
NAV: 17 Sep 2021₹27.45
Min. SIP amountNA
RatingNA
Fund size₹305.02 Cr

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns15.5%30.5%70.0%174.5%
Category averageNANA72.8%NA
Rank with in category859NA
Understand termsinfo

Holdings (54)

NameSectorInstrumentAssets
TechnologyEquity3.0%
FMCGEquity3.0%
TechnologyEquity3.0%
ConstructionEquity2.9%
ChemicalsEquity2.9%
Tube Investments Of India Ltd.
AutomobileEquity2.7%
EngineeringEquity2.5%
EngineeringEquity2.5%
FinancialEquity2.5%
Max Healthcare Institute Ltd.
HealthcareEquity2.5%
See All

Pros and cons

info
Category: Equity Mid Cap
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Pros

1Y Returns are higher than the category average returns
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Cons

Age is less than 5 years

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

1% exit load if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vinay Paharia
Mar 2020 - Present
View details
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Hardick Bora
Mar 2020 - Present
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Fund house & investment objective

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Fund house contact details

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