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 (86.2%) Market Cap Small Cap 86.2 Top Sectors Capital Goods 59.07 Technology 12.22 Communication 7.46 Consumer Discretionary 4.96 Healthcare 1.85 Services 0.56 Automobile 0.08 Top Holding Grand Process Technology Corporation 0.49 Bizlink Holding Inc 4.2 GCS Holdings 3.32 Gold Circuit Electronics 1.61 eMemory Technology Inc 4.96 Accton Technology Corporation 5.1 LandMark Optoelectronics Corporation 2.03 Hiwin Technologies Corp 0.3 Chroma ATE Inc 9.65 Chenbro Micom 1.81 Fositek 5.68 Elite Material Co 2.36 Ardentec 3.58 Alchip Technologies 6.18 Elite Advanced Laser Corp 1.15 Formosa Laboratories Inc 1.85 Wiwynn Corporation 1.93 WinWay Technology Co. 7.92 Advanced Energy Solution Holding Co 0.08 MiTAC Holdings Corp 0.02 Nan Ya Printed Circuit Board Corp 2.16 Mpi Corporation 8.3 Asia Vital Components Co 6.14 Taiwan Semiconductor Manufacturing (Taiwan) 2.32 Micro-Star International Co 0.56 Delta Electronics Inc 2.5
Debt & Others (13.8%) Sector Allocation Margin Money 0.08 Net Payables -0.11 Repo 13.83 Debt Credit Ratings Debt Category Others 13.8
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% 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.
Take Your Next Step
