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 (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Treasury Bills 0.18 GOI Securities 64.17 Non Convertible Debenture 6.3 Debt Credit Ratings SOV 64.35 Cash & Call Money 28.75 AAA 6.3 Others 0.6 Debt Category Others 29.35 GOI 64.17 Indian Oil Corporation 6.3 Reserve Bank of India 0.18
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 10.22% Ret 3Y 9.99% Ret 5Y 11.97%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.65% Ret 1Y 8.01% Ret 3Y 8.13% Ret 5Y 6.85%
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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