Union Midcap Fund - Regular Plan - Growth Option
equity
mid cap
AUM : ₹ 1372.06 Cr
Investment Returns Calculator
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Returns
| Tenure | Fund Return | Category Average | Rank Within Category |
|---|---|---|---|
| 1 Year | 45.71% | 49.04% | 40/20 |
| 3 Years | 23.19% | 28.53% | 25/20 |
| 5 Years | NA | 23.60% | NA |
| 10 Years | NA | 22.24% | NA |
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Fund Managment
Fund Managment
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
About this Fund
Riskometer
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Additional Details
Fund Category: equity
What is Fund type?
A fund type refers to the asset allocation pattern or the investment strategy of a mutual fund. Based on the asset allocation pattern/ investment strategy Mutual funds are classified into
- Equity funds
- Debt funds
- Hybrid funds
- Solution oriented funds such as retirement fund and children’s fund, and
- Other schemes such as Index funds/ETFs and Fund of funds.
Each type of fund has different risks, rewards and features.
Sub Category: mid cap
What is Fund Sub type?
A fund sub-category is the categorization of mutual funds within a broader category based on factors like investment style. Understanding the fund sub-categories helps investors choose the right mutual funds that fit their investment objectives. For example, there are 16 sub-categories of debt mutual funds, including liquid funds, money market funds, corporate bond funds, etc.
Benchmark Index: BSE 150 MidCap TRI
What is Benchmark index ?
The Benchmark index for a particular mutual fund is the standard against which the scheme plans to measure its performance. It indicates how much an individual’s investment should have earned, which can be used to compare the actual earnings. Ideally, a mutual fund’s target must match the benchmark performance.
Performance Ratios
(Mean)
It is a statistical value that illustrates the average returns generated by a fund over specified duration.
(Alpha)
This determines if a fund can offer returns beyond, under, or similar to market benchmarks.
(Beta)
This measures how efficiently a fund can respond to market volatilities and fluctuations.
(Std. Deviation)
This decides how far returns can deviate from expected returns, and its risk ratio.
(Sharpe)
This estimates a fund’s risk-adjusted returns and the gains it can derive over risk-free returns.
(Sortino)
This measures a fund’s performance, regarding downward deviation, which is standard deviation of negative returns.
(Portfolio)
This is the frequency of assets changing annually, due to market conditions and fund management.
What is Performance Ratios?
The performance ratio helps you analyse and compare various mutual funds schemes. Through this ratio, you can understand which AMC or investment can offer you inflation-beating gains, risk adjustment, ideal asset allocation, etc. Performance ratios are calculated through the means of alpha, beta, standard deviation, sharpe ratio, sortino ratio, and portfolio turnover.
Frequently Asked Questions About Mutual Funds
What category of mutual funds does the Union Midcap Fund - Regular Plan - Growth Option fall under?
The Union Midcap Fund - Regular Plan - Growth Option is a mid cap.
Who is this fund suitable for?
What is the CRISIL ranking for this fund?
What is the benchmark for Union Midcap Fund - Regular Plan - Growth Option?
What is the risk rating of this fund?
What is the current tax rate for long term capital gains of this fund if you withdraw after one year?
What is the current tax rate for short term capital gains of the Union Midcap Fund - Regular Plan - Growth Option if you withdraw before the completion of a year?
Disclaimer
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
Minimum investment Amount
Min. SIP Amount
₹500
Min. Lumpsum Amount
₹1000
Min. Additional Amount
₹1000
Expense Ratio/Exit Load/Taxation
Expense Ratio
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
2.08 %
Exit Load
1% exit load if redeemed within 15 days.
Taxation
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Investment Objective
Union Midcap Fund - Regular Plan - Growth Option
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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