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Union Midcap Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap Launch Date: 23-03-2020
AUM:

₹ 1,182.65 Cr

Expense Ratio

2.12%

Benchmark

S&P BSE 150 MidCap TRI

ISIN

INF582M01GM5

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Hardick Bora, Gaurav Chopra

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Union Midcap Fund - Regular Plan - Growth Option 47.11 23.83 -
S&P BSE 150 MidCap TRI 55.1 26.4 26.28
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
45.12
Last change
0.66 (1.4628%)
Fund Size (AUM)
₹ 1,182.65 Cr
Performance
41.73% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.

Fund Manager
Hardick Bora, Gaurav Chopra
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Cummins India Ltd. 3.81
Trent Ltd. 2.66
Supreme Industries Ltd. 2.52
Dixon Technologies (India) Ltd. 2.52
Indian Bank 2.51
Voltas Ltd. 2.4
Power Finance Corporation Ltd. 2.29
Indus Towers Ltd. 2.15
Others 2.14
Prestige Estates Projects Ltd. 2.07

Sector Allocation

Sector Holdings (%)
Capital Goods 22.09
Financial 15.59
Automobile 12.74
Services 7.29
Healthcare 6.18
Construction 5.11
Consumer Discretionary 4.83
Metals & Mining 4.62
Communication 4.48
Chemicals 3.42

Peer Comparison

Scheme Name 5Y (%)
Union MidCap Reg Gr 0.0
Quant MidCap Gr 35.1
ITI Mid Cap Fund Reg Gr 0.0
JM Midcap Fund Reg Gr 0.0
HSBC Midcap Fund Reg Growth 23.17
ICICI Pru MidCap Gr 24.85
Mahindra Manulife Mid Cap Fund Reg Gr 28.31
Nippon India Growth Fund Gr Gr 28.18
Motilal Oswal Midcap Fund Reg Gr 29.67
Sundaram MidCap Gr 22.46