Union Midcap Fund - Direct (G) logo

Union Midcap Fund Direct Growth

NAV ₹53.03 as on 17 Nov 2025

RiskVery High

Fund Size₹1,620.01Cr

NAV₹53.03 as on 17 Nov 2025
RiskVery High
Fund Size₹1,620.01Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Basic Details

Age

5 years 8 months (Since Mar 23, 2020)

Return since Launch

34.30%

Expense ratio

0.72%

Type

OPEN

AUM (Fund Size)

₹1,620.01

Risk Grade

Very High

Benchmark

BSE Midcap 150 TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Gaurav Chopra

Experience:

Over 8 years of experience in the equity markets. Appointed as Co-Fund Manager with effect from January 25, 2023. June 2020 - January 24, 2023 with Union Asset Management Company Pvt. Ltd as Research Analyst - Equity. November 2015 to May 2020 with Centrum Portfolio Management Services - Centrum Broking Limited as Research Analyst. March 2015 to October 2015 with Barclays Wealth Trustees (India) Private Limited as Trust Analysts . September 2011 to September 2014 with Sharp & Tanan Associates as Audit Assurance Assistant.

Scheme Holding Summary

Banks

Miscellaneous

Cables

Capital Goods-Non Electrical Equipment

Realty

Healthcare

Consumer Durables

Finance

E-Commerce/App based Aggregator

Capital Goods - Electrical Equipment

IT - Software

Plastic products

Auto Ancillaries

Telecom-Service

Debt Others

Quick Service Restaurant

Steel

Automobile

FMCG

Cement

Fertilizers

Chemicals

SRF Ltd

1.48%

Power Generation & Distribution

Pharmaceuticals

Lupin Ltd

0.77%

Bearings

Retail

Trent Ltd

0.44%

Hotels & Restaurants

Aerospace & Defence

Leather

Printing & Stationery

Financial Services

BSE Ltd

0.64%

Readymade Garments/ Apparells

IT - Hardware

Refineries

T Bills

Preference n Warrants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#28 in India
Total AUM₹23,798.76Cr
Date of Incorporation30 Dec 2009
Union Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 23 Mar 2020. The fund currently has an Asset Under Management(AUM) of ₹23,798.76 Cr and the Latest NAV as of 17 Nov 2025 is ₹53.03.
The Union Midcap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter. .
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Returns and Rankings

Category: Equity Mid Cap Fund

1Y3Y5YAll
Fund returns11.76%6.77%4.71%6.07%
Category average8.32%6.91%4.59%-
Rank within category81912-

FAQ’s

What kind of returns does Union Midcap Fund Direct Growth provide?

Union Midcap Fund Direct Growth has given a return of 21.71% in the past 3 years.

What is the expense ratio charged by Union Midcap Fund Direct Growth?

The Expense Ratio charged by Union Midcap Fund Direct Growth is 0.72%.

What is the AUM size of Union Midcap Fund Direct Growth?

The AUM size of Union Midcap Fund Direct Growth is ₹1,620.01Cr.

What is the minimum SIP amount that you can invest in Union Midcap Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Union Midcap Fund Direct Growth .

What are the top stock holdings of Union Midcap Fund Direct Growth?

The top stock holdings of Union Midcap Fund Direct Growth include , Federal Bank Ltd , Indian Bank , AU Small Finance Bank Ltd

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.