Union Midcap Fund (Regular)
Union Mutual Fund · benchmark Nifty Midcap 150 TRI · 6.6 years old · AMFI code 148071
C (bottom 30%), score 44.1 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.7% | 0.9% | +3.8% | 10 / 32 |
| 1 year | 4.7% | 1.3% | +3.3% | 5 / 30 |
| 3 years (a year) | 15.6% | 15.3% | +0.3% | 12 / 28 |
| 5 years (a year) | 12.8% | 14.4% | -1.6% | 10 / 21 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Union Midcap Fund (Regular plan)?
₹51.37 on 5 Nov 2026 (Growth option).
What is the expense ratio of Union Midcap Fund (Regular)?
2.35% a year; the Direct plan's is 1.05%.
What return has Union Midcap Fund given over 3 years?
15.6% a year (Regular plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
How is Union Midcap Fund rated?
C: 17 of 28 Regular plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Union Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.