Union Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 46.66 | 24.31 | N/A | N/A |
Average Rolling Returns(%) | 35.85 | 30.68 | N/A | N/A |
The Current NAV of Union Midcap Fund - Regular Plan - Growth is ₹40.25.
It is better to invest in a fund with a longer track record as Union Midcap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
Union Midcap Fund - Regular Plan - Growth fund’s expense ratio is 2.13%
The process for redemption is
The AUM of Union Midcap Fund - Regular Plan - Growth is currently ₹1,140 Crores.
The Top three stocks are Shriram Finance, Cummins India and Voltas and account for 8% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 23% of fund’s portfolio respectively.
Top three sectors of Union Midcap Fund - Regular Plan - Growth fund are BFSI, Auto and Healthcare accounting for 44% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Union Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Hardick Bora and Gaurav Chopra manage the Union Midcap Fund - Regular Plan - Growth Fund.
Union Midcap Fund - Regular Plan - Growth current PE ratio is 53.11 and PB ratio is 8.78
The asset allocation of Union Midcap Fund - Regular Plan - Growth is Stocks : 96.38%, Debt : 3.62% and Gold : 0%
The minimum SIP amount for Union Midcap Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Midcap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days