Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Union Midcap IDCW Payout (DP)
₹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 31st May
Top holdings
The Federal Bank Ltd
3.8%
Max Financial Services Ltd
3.4%
Dixon Technologies (India) Ltd
2.2%
Indian Bank
2.2%
Bharat Electronics Ltd
2.2%
Fortis Healthcare Ltd
2.1%
Suzlon Energy Ltd
2.1%
JK Cement Ltd
2.1%
Treps
2.1%
Coforge Ltd
2.0%
Top industry exposure
Financial Services
20.6%
Industrials
19.4%
Consumer Cyclical
15.3%
Basic Materials
10.9%
Healthcare
10.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
168%
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.