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 Dec
Top holdings
The Federal Bank Ltd
3.2%
Treps
2.9%
Voltas Ltd
2.8%
Coforge Ltd
2.6%
Persistent Systems Ltd
2.5%
Dixon Technologies (India) Ltd
2.3%
Suzlon Energy Ltd
2.2%
Ipca Laboratories Ltd
2.2%
Indian Hotels Co Ltd
2.2%
Supreme Industries Ltd
2.1%
Top industry exposure
Industrials
22.0%
Consumer Cyclical
19.1%
Financial Services
14.8%
Technology
12.4%
Healthcare
10.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
208%
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.