Union Medium Duration Fund Regular - Growth
Union Medium Duration Fund Regular - Growth: Mutual Fund Overview
Union Medium Duration Fund Regular - Growth is an Medium Duration mutual fund with over 5.49 years of performance history. The scheme manages an AUM of ₹79.63 Cr and has a NAV of ₹12.4208. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.73%.
Debt, Medium Duration, Principal at moderate risk
1 Year Return 7.73% at 12 Mar 2026 09:05 PM
Fund Details
NAV 12.4208
Sub-Type Medium Duration
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 5.49
Fund Size(in Crores) 79.63
Fund Performance
1 Month 0.91%
3 Month 1.93%
6 Month 3.63%
1 Year 7.73%
3 Year 5.5%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.82%) Market Cap Small Cap 0.03 Large Cap 78.12 Mid Cap 21.67 Top Sectors Financial 17.53 Energy 15.89 Capital Goods 12.61 Consumer Staples 9.54 Automobile 9.16 Metals & Mining 8.35 Services 6.67 Healthcare 6.44 Chemicals 3.4 Construction 2.85 Materials 2.81 Insurance 2.79 Technology 1.78 Top Holding TVS Motor Company - Pref. Shares 0.03 Tata Power Company 2.72 Godrej Consumer 2.1 Indian Railway Finance Corporation 0.79 ICICI Lombard Gen. Insurance 1.98 CG Power 2.14 LTIMindtree 1.78 Bosch 1.36 Siemens Energy India 1.11 ABB India 1.37 Adani Green Energy 1.25 Bajaj Housing Finance 0.35 Hindustan Zinc 1.12 Adani Energy Solutions 1.51 Torrent Pharmaceuticals 1.95 Ambuja Cements 1.31 Vedanta 5.23 DLF 1.66 Bharat Petroleum Corporation 3.21 Siemens 1.3 Zydus Lifesciences 0.99 Indian Oil Corporation 3.01 The Indian Hotels Company 2.52 Shree Cement 1.5 Divi's Laboratories 3.5 JSW Energy 1.12 Avenue Supermarts 2.43 Canara Bank 2.28 Jindal Steel 2 Havells India 1.51 United Spirits 1.75 Life Insurance 0.81 Bank of Baroda 2.57 Power Fin. Corp. 2.59 Lodha Developers 1.19 Britannia Industries 3.04 Varun Beverages 2.65 Cholamandalam Investment and Finance Company 3.14 Mazagon Dock Shipbuilders 0.73 Solar Industries India 1.41 Adani Power 2.37 Punjab National Bank 1.92 Hindustan Aero 3.19 Hyundai Motor 1.33 Samvardhana Motherson 2.54 Info Edge (India) 1.72 REC 1.88 GAIL (India) 1.96 TVS Motor Company 3.9 Bajaj Holdings & Invest. 2.01 Pidilite Industries 1.99
Debt & Others (0.18%) Sector Allocation Repo 0.16 Net Current Assets 0.02 Debt Credit Ratings Debt Category Others 0.18
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 0.22% Ret 1Y 17.91% Ret 3Y 15.9% Ret 5Y 10.24%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 20.96% Ret 3Y 22.45% Ret 5Y 14.58%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M -3.0% Ret 1Y 24.02% Ret 3Y 16.87% Ret 5Y 11.31%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 0.99% Ret 1Y 34.21% Ret 3Y 31.84% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 0.99% Ret 1Y 34.21% Ret 3Y 31.84% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.86%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Parijat Agrawal
Education Mr. Agrawal is a B.Tech and MBA from IIM Bangalore.
Experience Prior to joining Union Mutual Fund, he has worked with SBI Mutual Fund, State Bank of Mauritius ltd. and SUN F&C Asset Management.
Anindya Sarkar
Education Mr. Sarkar is a BE Civil, MBA (Finance), MBA (Risk & Insurance), FRM
Experience Prior to joining Union Asset Management Company Private Limited, he has worked with Sarcon Blockbuild Ltd, Navigators Inc., ICAP India Private Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 1
Date of Incorporation 2020-09-14
Total AUM 27078.53
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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