DEBT•MEDIUM DURATION FUND
Union Medium Duration Fund Direct Plan Growth
3 Year return
0.00%
12.5851
1D Returns
-0.01%
Launched on (0 years)
Investment Details
N/A
Minimum SIP Amount
SIP not allowed
N/A
Minimum one time investment
Lumpsum not allowed
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹100
Gain
0%₹0
Total Value ₹0
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹79.63 Cr.
Expense Ratio
N/A
Exit Load
No exit load
Ratings
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life Medium Term | 10.8006% | 4 |
| Kotak Medium Term Fund | 9.2287% | 4 |
| ICICI Prudential Medium Term Bond Fund | 8.673% | 5 |
The Union Medium Duration Fund Direct Plan Growth is a debt fund managed by Union Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund.
Medium-duration funds invest in debt securities with a maturity of 3 to 5 years. These funds offer a balance between risk and return.
The Union Medium Duration Fund Direct Plan Growth invests in a diversified portfolio of medium-duration debt securities. The fund aims to generate income by investing in these securities.
Investment Objectives of the Scheme
The investment objective of the Union Medium Duration Fund Direct Plan Growth is to generate income by investing in a diversified portfolio of medium-duration debt securities. The fund will invest at least 80% of its assets in medium-duration debt securities.
Key Features of The Fund
5-year return
0%
Expense Ratio
undefined%
Fund Manager
N/A
Fund Size
₹79.63 Cr.
Risk Profile
Moderate
Is This Scheme Right for Me?
The Union Medium Duration Fund Direct Plan Growth is a good option for investors who are looking for a balance between risk and return. The fund invests in medium-duration debt securities, which offer the potential for higher returns than short-term debt securities.
However, the fund is not suitable for investors who are looking for a safe investment. Medium-duration debt securities are more risky than short-term debt securities and there is a risk of losing money.
Planning Tool at You Fingertips Now – SIP Calculator
Estimating and comparing your returns from different mutual funds can happen within under a minute with just 3 steps:
Step 1: Open Angel One's free SIP calculator.
Step 2: Enter your SIP Amount, investment horizon, and expected rate of return.
Step 3: Compare!
FAQs
What is today's NAV of Union Medium Duration Fund Direct Plan Growth?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Union Medium Duration Fund Direct Plan Growth on December 01, 2025, is ₹12.5851
What is the AUM of Union Medium Duration Fund Direct Plan Growth?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Union Medium Duration Fund Direct Plan Growth, is ₹79.63 crore.
What is the expense ratio of Union Medium Duration Fund Direct Plan Growth?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Union Medium Duration Fund Direct Plan Growth is undefined%
What are the returns of Union Medium Duration Fund Direct Plan Growth since inception?
The Union Medium Duration Fund Direct Plan Growth was launched on August 24, 2020. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Union Medium Duration Fund Direct Plan Growth?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Union Medium Duration Fund Direct Plan Growth is ₹0.
How do I invest in Union Medium Duration Fund Direct Plan Growth?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Medium Duration Fund Direct Plan Growth?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Medium Duration Fund Direct Plan Growth?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Medium Duration Fund Direct Plan Growth?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 9 September 2026
By proceeding, you accept AngelOne's T&C
