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EQUITY•MID CAP FUND

Union Midcap Fund Direct Plan IDCW Payout

3 Year return

23.08%
NAV on December 26, 2025
52.71
1D Returns
-0.26%
Launched on March 2020(5 years)

Investment Details

₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
45.06%₹1,622
Total Value ₹5,222

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,638.06 Cr.
Expense Ratio
0.72% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Union Mutual Fund Manager

GC

Gaurav Chopra

Fund Manager since Nov 2024

PD

Pratik Dharmshi

Fund Manager since Dec 2024

Fund House Details

Union Mutual Fund

Union Mutual Fund

Asset management company

AUM
₹23,798.76 Cr.
No. of Schemes
94
Setup Date
23rd March 2011

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund28.2798%
4.5
Edelweiss Mid Cap Fund29.0295%
3
HDFC Mid Cap Fund28.0086%
4

Schemes by Union Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan Growth
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Payout
0%
Union Mutual Fund logo

Equity . Sectoral / Thematic

Union Active Momentum Fund Direct Plan IDCW Reinvestment
0%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan Growth
15.1458%
Union Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Union Aggressive Hybrid Fund Direct Plan IDCW Payout
15.1376%

About Union Midcap Fund Direct Plan IDCW Payout

The Union Midcap Fund Direct Plan IDCW Payout is a mid-cap equity mutual fund. It invests in a diversified portfolio of mid-cap stocks, which are companies with market capitalizations that are in the middle of the range of large-cap and small-cap companies. The Union Midcap Fund Direct Plan IDCW Payout is an open-ended fund. This means that the fund can issue and redeem units on a continuous basis. The expense ratio of the Union Midcap Fund Direct Plan IDCW Payout is lower than the category average.

Investment Objectives of the Scheme

The investment objective of the Union Midcap Fund Direct Plan IDCW Payout is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap equity shares.

Key Features of The Fund

5-year return
23.0685%
Expense Ratio
0.72%
Fund Manager
Gaurav Chopra
Fund Size
₹1638.06 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Union Midcap Fund Direct Plan IDCW Payout is suitable for investors who are looking to invest for the long term and who are comfortable with the risk of investing in mid-cap stocks. The fund is also suitable for investors who are looking for regular income from their investments, as it offers a dividend payout option. If you are looking for a long-term investment in mid-cap stocks, the Union Midcap Fund Direct Plan IDCW Payout is a good option to consider.

AMC Contact Details

NameUnion Mutual Fund
Launch Date23rd March 2011
AddressUnit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
Contact(022) 6748 3300
Emailinvestorcare@unionmf.com
Websitehttps://www.unionmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Explore Tax-Saving Investment Advantages With SIPs

You can deduct ₹1.5 lakh from your taxable income by investing in an Equity Linked Savings Scheme (ELSS) through SIP, as allowed by Section 80(C) of the Income Tax Act, 1961. With a SIP in ELSS, individuals whose income is in the highest tax bracket (30%) can save about ₹45,000 annually. Plan tax-efficient investments and estimate possible returns utilising systematic investment plan calculator.

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 Midcap Fund Direct Plan IDCW Payout on December 26, 2025, is ₹52.71
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 Midcap Fund Direct Plan IDCW Payout, is ₹1638.06 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 Midcap Fund Direct Plan IDCW Payout is 0.72%
The Union Midcap Fund Direct Plan IDCW Payout was launched on March 02, 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 Midcap Fund Direct Plan IDCW Payout is ₹500.
  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

₹
₹5,222 in 3Y at 23.0773% returns
SIP Date1st of every month

Your next SIP Payment will be on 27 January 2026

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