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 Reinvest (DR)
₹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 Oct
Top holdings
Coforge Ltd
3.1%
Max Healthcare Institute Ltd Ordinary Shares
2.8%
Persistent Systems Ltd
2.8%
Max Financial Services Ltd
2.8%
Mphasis Ltd
2.7%
Treps
2.7%
Shriram Finance Ltd
2.7%
Voltas Ltd
2.6%
The Federal Bank Ltd
2.6%
Dixon Technologies (India) Ltd
2.3%
Top industry exposure
Industrials
22.7%
Consumer Cyclical
16.5%
Financial Services
15.3%
Technology
13.0%
Healthcare
11.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
223%
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.