GC
Gaurav ChopraLead
Since Jan 2023
AUM managed
₹8,607.16Cr
Tenure
Since Jan 2023
Funds
9
Union Midcap Reg Gr
Mid Cap FundUnion Mutual Fund
NAV
₹50.21
-0.24% today
AUM
₹2,005.31 Cr
Fund size
Expense
1.77%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#18 of 29
Risk-o-meterVery High Risk
BenchmarkBSE 150 MidCapTR INR (100%)
Number of holdings73
Inception30 Mar 2020
Exit load1.0
Risk metrics
Alpha0.33
Beta0.91
Sharpe ratio0.65
Standard deviation17.11%
Sortino ratio0.96
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
PD
Since Dec 2024
AUM managed
₹7,528.89Cr
Tenure
Since Dec 2024
Funds
8
About Union Midcap Reg Gr
Union Midcap Reg Gr is an open-ended Mid Cap Fund mutual fund scheme offered by Union Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹50.21 per unit and the scheme manages ₹2,005.31 Cr in assets under management. The fund charges an expense ratio of 1.77% and is benchmarked against BSE 150 MidCapTR INR (100%). Over the trailing 5 years, Union Midcap Reg Gr has delivered +11.37% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 14 Oct 2026
Union Midcap Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.47% | -4.12% |
| 3 months | -2.75% | -3.90% |
| 6 months | +6.33% | +6.01% |
| 1 year | +4.00% | +2.63% |
| 3 years | +13.85% | +14.46% |
| 5 years | +11.37% | +12.72% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -6.32% |
| 3 months | +8.04% | -2.30% |
| 6 months | +10.98% | +14.93% |
| 1 year | +14.93% | +5.19% |
| 3 years | +60.20% | +47.75% |
| 5 years | +101.80% | +88.75% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Midcap Reg Gr — frequently asked questions
What is the NAV of Union Midcap Reg Gr?
The latest net asset value (NAV) of Union Midcap Reg Gr is ₹50.21 per unit, -0.24% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Union Midcap Reg Gr delivered?
Union Midcap Reg Gr has returned +11.37% over the trailing 5 years (1 year: +4.00%, 3 years: +13.85%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Union Midcap Reg Gr?
Union Midcap Reg Gr charges an expense ratio of 1.77% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Union Midcap Reg Gr?
SEBI's riskometer classifies Union Midcap Reg Gr as Very High Risk, which is typical for a Mid Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Union Midcap Reg Gr?
You can start a SIP in Union Midcap Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Midcap Reg Gr?
Union Midcap Reg Gr is managed by Union Mutual Fund, holds ₹2,005.31 Cr in assets under management and invests across 73 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Union Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Mid Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01GM5
- Scheme code
- FS0000FVDQ