Union Midcap Fund (IDCW)

Union Midcap Fund (IDCW)

Very HighEquityMid & Small Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,065 cr

Fund Size

₹1,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
43.57%
23.26%
-%
40.05%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Union Midcap Fund (IDCW)
43.57%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
93.69%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
90.71%

Holdings

Holdings
Sector Wise
TREPS
4.33%
Varun Beverages
3.39%
Laurus Labs
2.88%
P I Industries
2.85%
Phoenix Mills
2.82%

Fund Manager

V
Vinay Paharia
H
Hardick Bora