How to Invest in Union Midcap Fund (G) Direct Growth?

Union Midcap Fund (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 27.72% since inception. Looking to invest in Union Midcap Fund (G) How about earning 1% extra return? All this is possible with m.Stock ! Investing in Union Midcap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin: Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO. In the ‘Menu’ section, under ‘Products’ , select ‘Mutual Funds’ . In the search bar, enter the fund name, in this case, Union Midcap Fund (G) On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus. If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete. If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility. So, why wait? Invest in Union Midcap Fund (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Union Midcap Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Union Midcap Fund (G) has generated annualised return of 2.98%. In the long-term, the fund has generated 14.92% and 12.45% in 3 and 5 years respectively. Since its inception, the fund has generated 27.72% returns.

What is the expense ratio of Union Midcap Fund (G) Direct Growth?

The expense ratio of Union Midcap Fund (G) Direct Growth is 2.39%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Union Midcap Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Union Midcap Fund (G) is ₹1,905.76 (Cr) as of 2026-11-05 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Union Midcap Fund (G) Direct Growth?

Redeeming or selling units of Union Midcap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load . To redeem from Union Midcap Fund (G): Login to your m.Stock account In portfolio, your mutual fund investments will be visible under ‘MF’ Select the fund you wish to redeem from (in this case Union Midcap Fund (G)). Click on ‘Redeem’ button You have 2 options – redeem by units and redeem by value (you can only redeem free units) Select units to be redeemed and click on submit. Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

Can I invest in SIP and Lumpsum in Union Midcap Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Union Midcap Fund (G). Minimum lumpsum investment Union Midcap Fund (G) is ₹1,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Union Midcap Fund (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Union Midcap Fund (G) is Union Midcap Fund (G) is ₹51.37 as on 2026-11-05.

Which are the biggest stock holdings of Union Midcap Fund (G)?

The 5 biggest stock holdings of Union Midcap Fund (G) are: One 97 (3.10%), Federal Bank (3.04%), Multi Comm. Exc. (2.90%), Max Financial (2.59%), Ipca Labs. (2.49%)

What are the top sectors Union Midcap Fund (G) invests in?

A majority of Union Midcap Fund (G) 's AUM worth ₹1,905.76 (Cr) is invested in these 3 top sectors: Auto Components : 9.84% Banks : 9.05% Pharmaceuticals & Biotech : 8.55%

Union Midcap Fund (G)

Mid Cap Fund

Invest Now

NAV
51.37(1.66%)
Fund Size (CR)
₹1,905.76
Expense Ratio
2.39
Scheme Type
Active Fund
Value Research
-

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1%
Return Since Launch
27.72%

There is no Asset Allocation data

Basic Details

Scheme Manager

Gaurav Chopra

Bench Mark

BSE Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	October 28, 2026	10363.00	3.63%	-	3.58%	62/135
1 Month	October 1, 2026	10124.22	1.24%	-	1.03%	55/135
3 Month	August 4, 2026	9630.26	-3.70%	-	-4.40%	44/135
6 Month	May 4, 2026	10331.22	3.31%	-	2.30%	41/131
1 Year	November 4, 2025	10297.53	2.98%	2.98%	1.62%	37/127
3 Year	November 3, 2023	15187.86	51.88%	14.92%	15.36%	66/119
5 Year	November 3, 2021	17995.01	79.95%	12.45%	13.43%	58/103
Since Inception	March 23, 2020	50530.00	405.30%	27.72%	16.35%	3/135

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	December 1, 2025	1,20,000	125407.80	4.51%	4.51%
3 Year	December 1, 2023	3,60,000	408439.31	13.46%	4.30%
5 Year	December 1, 2021	6,00,000	841085.34	40.18%	6.99%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Risk Ratios

5.12%

Standard Deviation

1.01%

Beta

0.55%

Sharpe Ratio

0.01%

Treynor's Ratio

10.67%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
One 97	3.10%	351547	58.99	Equity	E-Commerce/App based Aggregator
Federal Bank	3.04%	1824688	57.92	Equity	Banks
Multi Comm. Exc.	2.90%	167386	55.24	Equity	Financial Services
Max Financial	2.59%	359693	49.40	Equity	Finance
Ipca Labs.	2.49%	246345	47.47	Equity	Pharmaceuticals
GE Vernova T&D	2.38%	108153	45.44	Equity	Capital Goods - Electrical Equipment
Nippon Life Ind.	2.19%	389560	41.68	Equity	Finance
Fortis Health.	2.18%	540615	41.63	Equity	Healthcare
B H E L	2.12%	971349	40.36	Equity	Capital Goods - Electrical Equipment
Ajanta Pharma	2.08%	109272	39.57	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Midcap Fund - Direct (G)	16799.59	0.88%	-2.20%	6.29%	13.76%	21.85%
HSBC Midcap Fund - Direct (IDCW)	16799.59	0.88%	-2.20%	6.29%	13.76%	21.85%
WhiteOak Capital Mid Cap Fund - Direct (G)	7539.96	1.49%	-3.02%	6.36%	6.44%	20.79%
WhiteOak Capital Mid Cap Fund - Direct (IDCW)	7539.96	1.49%	-3.02%	6.36%	6.44%	20.79%
Bandhan Mid Cap Fund - Direct (G)	2519.21	1.58%	-1.04%	7.03%	6.35%	18.04%

List of Schemes under Union Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Union Dynamic Term Fund	Debt	Moderate	1.26%	1	₹61.28
Union Flexi Cap Fund	Equity	Very High	0.83%	3	₹2,319.74
Union Liquid Fund	Debt	Moderately Low	6.49%	3	₹7,933.79
Union ELSS Tax Saver Fund	Equity	Very High	-2.81%	3	₹821.19
Union Small Cap Fund	Equity	Very High	14.8%	2	₹2,731.92
Union Largecap Fund	Equity	Very High	-3.87%	3	₹407.90
Union Balanced Advantage Fund	Hybrid	High	0.04%	3	₹1,157.75
Union Corporate Bond Fund	Debt	Moderate	3.21%	2	₹280.15
Union Equity Savings Fund	Hybrid	Moderate	2.42%	1	₹113.60
Union Value Fund	Equity	Very High	-3.01%	2	₹377.80
Union Arbitrage Fund	Hybrid	Low	6.65%	2	₹219.69
Union Overnight Fund	Debt	Low	5.26%	4	₹951.14
Union Focused Fund	Equity	Very High	5.5%	2	₹432.72
Union Large & Midcap Fund	Equity	Very High	3.05%	2	₹968.79
Union Midcap Fund	Equity	Very High	4.34%	3	₹1,905.76
Union Aggressive Hybrid Fund	Hybrid	Very High	1.49%	2	₹727.42
Union Money Market Fund	Debt	Moderately Low	6.61%	1	₹1,005.54
Union Gilt Fund	Debt	Moderate	1.74%	2	₹73.80
Union Retirement Fund	Solution Oriented	Very High	1.55%	3	₹206.52
Union Multicap Fund	Equity	Very High	5.87%	0	₹1,515.85
Union Innovation & Opportunities Fund	Equity	Very High	8.7%	0	₹1,306.52
Union Children's Fund	Solution Oriented	Very High	-2.43%	0	₹90.69
Union Business Cycle Fund	Equity	Very High	1.7%	0	₹485.08
Union Multi Asset Allocation Fund	Hybrid	Very High	5.7%	0	₹988.70
Union Active Momentum Fund	Equity	Very High	15.73%	0	₹542.54
Union Short TermFund	Debt	Moderate	4.05%	0	₹113.78
Union Gold ETF Fund of Fund	Other	High	16.99%	0	₹173.64
Union Income Plus Arbitrage Active FOF	Other	Moderate	4.25%	0	₹55.11
Union Ultra Short to Short Term Fund	Debt	Moderately Low	5.33%	0	₹220.62
Union Diversified Equity All Cap Active FOF	Other	Very High	5.99%	0	₹194.74
Union Consumption Fund	Equity	Very High	0%	0	₹314.47

News

Union Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)
Union Mutual Fund has announced 16 July 2026 as the record date for declaration of IDCW Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of dividend (Rs per unit) on the face value of Rs 10 per unit will be:
Union Balanced Advantage Fund ' Regular Plan ' IDCW Option: 0.17
Union Balanced Advantage Fund ' Direct Plan ' IDCW Option: 0.17
Union Aggressive Hybrid Fund ' Regular Plan ' IDCW Option: 0.15
Union Aggressive Hybrid Fund ' Direct Plan ' IDCW Option: 0.15
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

March 2, 2020

Total AUM (Cr)

₹1905.76

Union Midcap Fund (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Union Mutual Fund. Launched in March 2, 2020, this fund is managed by Gaurav Chopra. With assets under management (AUM) worth ₹1,905.76 (Cr), as of November 5, 2026, Union Midcap Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 27.72% since its launch.
The current NAV of Union Midcap Fund (G) is ₹51.37, as on November 5, 2026. The fund's benchmark index is BSE Midcap 150 TRI. You can invest in Union Midcap Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 14.92% and 12.45% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.10% in Equity, 2.02% in Debt and -0.12% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.84% in Auto Components, 9.05% in Banks, 8.55% in Pharmaceuticals & Biotech, 7.36% in Electrical Equipments, 7.34% in Capital Markets

Mutual Fund Categories

Types of Mutual Funds

Debt Funds

Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors

Hybrid Funds

Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon

Equity Funds

Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

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SIP Calculator

Compute the future value of your SIP investments

Lumpsum Calculator

Calculate lumpsum investment corpus

SWP Calculator

Calculate the future value of your SWP Investments

FAQs

Union Midcap Fund (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 27.72% since inception. Looking to invest in Union Midcap Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Union Midcap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Union Midcap Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Union Midcap Fund (G) today and reap the benefits of this Mid Cap Fund fund!

Redeeming or selling units of Union Midcap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Union Midcap Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Union Midcap Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).

View all