
Union Midcap Fund(G)-Direct Plan
+14.55%
5Y annualised
+14.55%
5Y annualised
-2.93% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹55.75
Min. SIP amount
₹500
Fund size (AUM)
2005 Cr
Expense ratio
0.72%
Launched on
23 Mar 2020
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 15 Sep 2026
₹55.75
Min. SIP amount
₹500
Fund size (AUM)
2005 Cr
Expense ratio
0.72%
Launched on
23 Mar 2020
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
9.80%
Mid Cap
68.17%
Small Cap
19.66%
Others
2.37%
Sector Allocation
Finance
13.93%
Automobile & Ancillaries
12.84%
It
10.60%
Bank
8.87%
Healthcare
8.38%
Capital Goods
7.85%
Chemicals
6.44%
Domestic Equities
5.93%
Others
24.70%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Gaurav Chopra
Present
Pratik Dharmshi
Present
Similar/Peer Fund Comparison
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FAQs
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