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Mid Cap

Union Midcap Fund · Direct · Growth

Union Mutual Fund

NAV

₹54.8400

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+8.25%
3Y
+19.32%
5Y
+17.87%
Since Inception
+31.40%

SIP returns (XIRR)

1Y
+11.98%
3Y
+13.90%
5Y
+16.89%
Since Inception
+21.12%

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategoryMid Cap
Launch Date23 Mar 2020
AMFI Code148073
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% Exit Load applicable within 1 Year

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Midcap Fund · Direct · Growth 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 · Direct · Growth is a Mid Cap mutual fund offered by Union Mutual Fund. The fund has been operational for over 6 years.

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