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Union Midcap Fund - Regular Plan - Growth

Equity | Mid Cap

(NAV as of 12/04/2024)
40.10 (-0.50)

3Y Returns

24.42%

Min SIP

1000

Min Lumpsum

1000

Expense Ratio

2.19%

Fund Size

977 Cr

Inception Date

23-Mar-20

Fund Manager

Sanjay Bembalkar

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

97.74%

Debt & Others

2.26%

Market Cap Allocation

Large Cap

17.93%

Mid Cap

62.44%

Small Cap

17.38%

Other Cap

2.26%

Sector Allocation

Finance

12.48%

Automobiles

11.15%

Pharmaceuticals

9.88%

Electric Equipment

7.90%

Internet and Technology

6.81%

Top Ten Holdings

Shriram Finance Ltd

3.03%

Max Healthcare Institute Ltd

2.63%

The Phoenix Mills Ltd

2.51%

Uno Minda Ltd

2.37%

TREPS

2.32%

Investment Objective

The Investment Objective Of The Scheme Is To Achieve Long Term Capital Appreciation And Generate Income By Investing Predominantly In Equity And Equity Related Securities Of Mid Cap Companies.However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.

Fund House Detail

AMC Name

Union Asset Management Company Pvt. Ltd.

Address

Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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