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41251
41236
Union Midcap Fund - Direct Growth
24.04
10.38
32.26
1.88
6.43
18.43
-0.06
36.04
7
  • NAV

    49.35

    as on 30 May 2025

  • ₹0.01 (0.02%)

    Last Change

  • 24.04%

    3Y CAGR returns

  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 0.71%

    Expense Ratio
  • Rating

  • 1,347 Cr

    Fund Size

  • 5 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • 1,200
  • Wealth Gained
  • ₹70
  • Expected Amount
  • ₹1270

Returns and Ranks ( as on 30 May 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 10.38%
  • 24.04%
  • 32.26%
  • 36.04
By Holding By Sector By Asset
3.92%
2.82%
2.68%
2.56%
2.34%
85.68%
View all Holdings
  • 6.23Alpha
  • 4.86SD
  • 0.97Beta
  • 0.72Sharpe
  • Exit Load
  • 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.

Gaurav Chopra

Low Low to
moderate Moderate Moderately
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High
  • Fund Name
View all schemes
41236
  • Fund Name
  • AUM - ₹ 872
  • Address :
  • Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
    • Contact :
    • +91022-67483300
    • Email ID :
    • investorcare@unionmf.com
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

FAQs

You can invest in Union Midcap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Union Midcap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Union Midcap Fund - Direct Growth has delivered 44.71% since inception

The NAV of Union Midcap Fund - Direct Growth is ₹49.02 as of 30 May 2025

The expense ratio of Union Midcap Fund - Direct Growth is % as of 30 May 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Union Midcap Fund - Direct Growth 1182.65 CR as of 30 May 2025

The minimum SIP amount of Union Midcap Fund - Direct Growth is 500

The top stock holdings of Union Midcap Fund - Direct Growth are

  1. Federal Bank - 3.92%
  2. Max Financial - 2.82%
  3. TREPS - 2.68%
  4. Dixon Technolog. - 2.56%
  5. Coforge - 2.34%

The top sectors Union Midcap Fund - Direct Growth has invested in are

  1. Auto Components - 11.27%
  2. Consumer Durables - 8.07%
  3. Industrial Products - 7.31%
  4. Finance - 7.23%
  5. Electrical Equipments - 6.68%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Union Midcap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Union Midcap Fund - Direct Growth based on your investment objective and risk tolerance

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