EquityMid Cap FundDirect · Growth
Union Midcap Fund - Direct Plan - Growth Option
Union · Scheme 148073
₹58.35▲ 0.10%NAV · 2026-09-18
Excellent FundScore
AUM
₹1,893 cr
Expense ratio
1.13%
3Y CAGR
19.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Midcap 150 TRI
Fund manager: Vinay PahariaExit load: Exit load of 1%, if redeemed within 15 days.
Excellent · 80/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 17.4% CAGR over 5 years.
- ✓Compounding well recently — 19.8% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Excellent risk-adjusted returns (Sharpe 1.39) — reward isn't just from taking more risk.
- ✓3Y CAGR: +19.8%
- ✓5Y CAGR: +17.4%
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
80/100 · Excellent
Returns
Strong
Consistency
Excellent
Risk-adjusted
Excellent
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.