Union Midcap Fund

The Union Midcap Fund Direct-Growth scheme has been formulated with the aim of potentially surpassing inflation over a long-term investment horizon. It meticulously selects a combination of growth and bargain stocks to form a well-diversified portfolio, ensuring reduced risk exposure. In terms of asset allocation, the fund follows a prudent strategy of blending equity and fixed-income assets within regulatory limits. It mandates a minimum exposure of 65% to midcap stocks, striving to harness the growth potential of these smaller, fast-growing companies.

The primary goal of this scheme is to deliver long-term capital appreciation and generate income by predominantly investing in equity and equity-related securities of mid-cap companies. Mid-cap companies often present attractive growth prospects and are potentially poised for substantial value creation over the long term, thus contributing to this fund's capital appreciation objective.

The Union Midcap Fund Direct Plan-Growth could be a suitable investment avenue if you have a medium to long-term investment horizon. It's an appealing choice for investors who are targeting high returns and have a higher risk tolerance. This is because investing in mid-cap companies, while potentially lucrative, carries inherent market risks, and there is the possibility of moderate losses. Investors who opt for this fund should be comfortable with these risks and be financially prepared for potential fluctuations in their investments.

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