Compare Mutual Funds
Union Midcap Fund
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Risk
Very High
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Rating
3.0
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Min SIP Amount
₹500
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Expense Ratio
2.4
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NAV
₹55.97
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Fund Started
02 Mar 2020
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Fund Size
₹1846.92 Cr
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Exit Load
Exit load of 1%, if redeemed within 15 days.
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1 Year
8.43%
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3 Year
16.78%
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5 Year
14.92%
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Equity
98.90%
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Cash
1.06%
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Top 10 Holdings
The Federal Bank Ltd. | 4.00% |
Max Financial Services Ltd. | 3.08% |
Fortis Healthcare Ltd. | 2.71% |
GE Vernova T&D India Ltd | 2.50% |
Nippon Life India Asset Management Ltd. | 2.45% |
Ipca Laboratories Ltd. | 2.45% |
Bharat Heavy Electricals Ltd. | 2.40% |
The Phoenix Mills Ltd. | 2.21% |
JSW Energy Ltd. | 2.13% |
Shriram Finance Ltd | 2.09% |
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Name
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Start Date
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Description
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.
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Launch Date
02 Mar 2020
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