Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Union Midcap Fund - Regular Plan - IDCW Option
Union Mutual Fund · Equity · Mid Cap Fund
₹51.6
AUM: —
NAV updated 9 days ago
Plan
Regular
Option
Idcw
Risk
Very High
Sharpe Ratio
0.22
Std Dev (1Y)
16.2%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.35%
3m
+1.78%
6m
+13.66%
1y
+5.44%
3y
+14.52%
5y
+13.46%
10y
—
since inception
+28.12%
TopFund's Take on Union Midcap Fund - Regular Plan - IDCW Option
Union Midcap Fund - Regular Plan - IDCW Option is a Mid Cap Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.22 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.2% is fairly typical for Mid Cap Fund funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Union Midcap Fund - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Union Midcap Fund - Regular Plan - IDCW Option is ₹51.6. NAV is updated every business day after market close by AMFI.
1Y: 5.44% · 3Y CAGR: 14.52% · 5Y CAGR: 13.46%
Expense ratio data for Union Midcap Fund - Regular Plan - IDCW Option is not yet available.
Union Midcap Fund - Regular Plan - IDCW Option is managed by Union Mutual Fund.
Union Midcap Fund - Regular Plan - IDCW Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Union Midcap Fund - Regular Plan - IDCW Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Union Midcap Fund - Regular Plan - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.