MF
MFGenie.ai
Mid Capregulargrowth

Union Midcap Fund - Regular Plan - Growth Option

Union Mutual Fund

₹47.5400

0.90 (+1.93%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.18%
1 Month-10.36%
3 Months-9.50%
6 Months-7.62%
1 Year+2.76%
3 Years (CAGR)+17.96%
5 Years (CAGR)+15.39%
10 Years (CAGR)
Since Inception (Mar 2020)+26.96%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-9.36%
3 Year SIP+5.79%
5 Year SIP+10.94%
Since Inception (Mar 2020)+15.70%

Fund Details

Fund HouseUnion Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹1.65 K Cr
Expense Ratio2.08%
Min SIP₹100
Min Lumpsum₹1,000
Launch Date30 Mar 2020
AMFI Code148071

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Union Midcap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

Union Midcap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by Union Mutual Fund. The fund has been operational for over 6 years. It manages assets worth ₹1.7K Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.08%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations