₹ 1,139.5 Cr
2.13%
S&P BSE 150 MidCap TRI
INF582M01GO1
1000.0
1000.0
500
Hardick Bora, Sanjay Bembalkar, Gaurav Chopra
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Union Midcap Fund - Regular Plan - IDCW Option | 40.0 | 23.92 | - |
S&P BSE 150 MidCap TRI | 54.49 | 27.25 | 27.09 |
Equity
Debt
Others
The Scheme seeks to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.
Company | Holdings (%) |
---|---|
Others | 4.25 |
Shriram Finance Ltd | 3.26 |
Cummins India Ltd. | 2.64 |
Voltas Ltd. | 2.49 |
Max Financial Services Ltd. | 2.3 |
Indian Bank | 2.2 |
Muthoot Finance Ltd. | 2.15 |
The Phoenix Mills Ltd. | 2.12 |
Nippon Life India Asset Management Ltd. | 2.1 |
JSW Energy Ltd. | 1.98 |
Sector | Holdings (%) |
---|---|
Financial | 22.49 |
Capital Goods | 15.24 |
Healthcare | 10.71 |
Services | 9.48 |
Automobile | 7.81 |
Construction | 5.37 |
Materials | 4.45 |
Consumer Discretionary | 4.39 |
Metals & Mining | 3.65 |
Others | 3.57 |
Scheme Name | 5Y (%) |
---|---|
Union MidCap Reg IDCW | 0.0 |
Quant MidCap Gr | 34.34 |
JM Midcap Fund Reg Gr | 0.0 |
ITI Mid Cap Fund Reg Gr | 0.0 |
Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
HSBC Midcap Fund Reg Growth | 21.44 |
Motilal Oswal Midcap Fund Reg Gr | 27.86 |
Nippon India Growth Fund Gr Gr | 26.4 |
ICICI Pru MidCap Gr | 22.77 |
HDFC Mid-Cap Opportunities Gr | 25.38 |