Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Union Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
The Federal Bank Ltd
3.9%
Max Financial Services Ltd
2.8%
Treps
2.7%
Dixon Technologies (India) Ltd
2.6%
Coforge Ltd
2.3%
Coromandel International Ltd
2.3%
Indian Hotels Co Ltd
2.3%
Suzlon Energy Ltd
2.2%
JK Cement Ltd
2.1%
Voltas Ltd
2.0%
Top industry exposure
Financial Services
19.9%
Consumer Cyclical
17.9%
Industrials
14.4%
Basic Materials
12.5%
Healthcare
11.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
185%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the Scheme is to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.