Equity | Mid Cap
3Y Returns
25.65%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
0.66%
Fund Size
₹977 Cr
Inception Date
23-Mar-20
Fund Manager
Sanjay Bembalkar
Exit Load
1% on or before 15D, Nil after 15D.
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%
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.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Midcap Fund - Direct Plan - Growth
1Y
41.43%
3Y
25.74%
5Y
NA
Motilal Oswal Midcap Fund - Direct Growth
1Y
55.66%
3Y
37.79%
5Y
28.74%
Quant Mid Cap Fund Direct Plan - Growth
1Y
72.86%
3Y
35.29%
5Y
36.75%
Nippon India Growth Fund Direct Plan Growth Plan Growth
1Y
53.96%
3Y
30.42%
5Y
27.1%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
64.53%
3Y
30.3%
5Y
29.43%
Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option
1Y
52.11%
3Y
29.85%
5Y
26.21%
Mahindra Manulife Mid Cap Fund - Direct - Growth
1Y
61.76%
3Y
29.8%
5Y
28.78%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
49.36%
3Y
28.28%
5Y
NA
Edelweiss Mid Cap Fund - Direct Plan Growth Option
1Y
49.15%
3Y
27.71%
5Y
28.06%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
44.01%
3Y
27.54%
5Y
23.25%
Sundaram Mid Cap Fund Direct Growth
1Y
51.94%
3Y
27.29%
5Y
21.79%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
53.6%
3Y
27.08%
5Y
22.95%
Invesco India Midcap Fund - Direct Plan Growth
1Y
47.29%
3Y
26.96%
5Y
25.75%
Iti Mid Cap Fund- Direct Plan- Growth
1Y
65.75%
3Y
26.69%
5Y
NA
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
45.26%
3Y
26.66%
5Y
22.89%
Tata Mid Cap Growth Fund Direct Plan Growth
1Y
51.87%
3Y
26.63%
5Y
25.55%
Icici Prudential Midcap Fund - Direct Plan - Growth
1Y
53.47%
3Y
26.26%
5Y
23.7%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
47.95%
3Y
25.58%
5Y
NA
Sbi Magnum Midcap Fund - Direct Plan - Growth
1Y
35.24%
3Y
25.47%
5Y
25.65%
Kotak Emerging Equity Fund - Direct Plan - Growth
1Y
42.01%
3Y
25.23%
5Y
25.99%
Mirae Asset Midcap Fund - Direct Plan - Growth
1Y
47.91%
3Y
25.16%
5Y
NA
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
44.26%
3Y
25.03%
5Y
NA
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
43.29%
3Y
24.55%
5Y
22.77%
Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan
1Y
44.47%
3Y
24.38%
5Y
20.99%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.06%
3Y
23.77%
5Y
20.52%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
47.19%
3Y
23.7%
5Y
20.47%
Franklin India Prima Fund - Direct Growth
1Y
48.43%
3Y
23.62%
5Y
21.43%
Uti Core Equity Fund - Direct Growth Plan
1Y
44.23%
3Y
23.49%
5Y
21.19%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
44.49%
3Y
23.35%
5Y
21.56%
Taurus Discovery (Midcap) Fund - Direct Plan Growth
1Y
47.17%
3Y
23.04%
5Y
23.85%
BSE Member code: 58371
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