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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

scale
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

ARQ Rating

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Aditya Birla Sun Life Medium Term10.4097%
4
Nippon India Medium Duration Fund8.2171%
2
Kotak Medium Term Fund8.5841%
4

About Union Medium Duration Fund Direct Plan Growth

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.

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FAQs

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
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.
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%
The Union Medium Duration Fund Direct Plan Growth was launched on August 24, 2020. The fund has delivered a CAGR of undefined since inception.
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.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. 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 29 May 2026

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