Union Mid Cap Fund
Equity : Mid CapGrowth
Fund Information
1,905.76 Cr.
Growth
2.41%
Equity - Mid Cap Fund
Nifty 50 Arbitrage Index
23 Mar 2020
Union Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| This Fund | 46,803 | 10,803 | 17.77% |
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Union Mid Cap Fund managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Union Mid Cap Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.61% | 8.00% | 16.93% | 12.37% | 30.46% | 26.80% | 31.35% | 18.58% |
| Category Average | 0.95% | 3.20% | 9.52% | 2.86% | 20.84% | 20.29% | 24.46% | 16.29% |
| Union Mid Cap Fund | -0.10% | 3.76% | 12.29% | 4.70% | 19.94% | 18.55% | 24.38% | - |
| Invesco India Mid Cap Fund | 2.06% | 3.75% | 16.93% | 12.37% | 30.46% | 26.80% | 27.51% | 18.58% |
| HDFC Mid-Cap Opportunities Fund | 2.54% | 5.24% | 12.44% | 6.72% | 23.27% | 24.76% | 28.71% | 18.43% |
| WhiteOak Capital Mid Cap Fund | 2.61% | 6.10% | 14.87% | 7.93% | 25.38% | 24.60% | - | - |
| Motilal Oswal Midcap Fund | -0.90% | 0.39% | 6.96% | -3.48% | 26.73% | 24.52% | 31.35% | 17.88% |
| Nippon India Growth Mid Cap Fund | 1.30% | 3.93% | 10.33% | 3.76% | 23.15% | 24.48% | 28.57% | 18.34% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Union Mid Cap Fund are shown below;
Top Equity Holdings
| Name of the Equity | Holding Percentage |
|---|---|
| FEDERAL BANK LTD. | 3.33% |
| One 97 Communications Ltd | 3.01% |
| Max Financial Services Ltd | 2.82% |
| FORTIS HEALTHCARE LTD. | 2.44% |
| IPCA LABORATORIES LTD. | 2.43% |
| Others | 85.97% |
Allocation by Sector
| Name of the Sector | Holding Percentage |
|---|---|
| Financial Services | 28.09% |
| Automobile | 16.74% |
| Financial | 15.44% |
| Capital Goods | 14.14% |
| Automobile and Auto Components | 10.93% |
| Others | 14.66% |
Portfolio Holdings shown is as of 31 Aug 2026
Riskometer
Investors understand that their
principal
will be at Very High risk