Union Medium Duration Fund Direct Growth

Scheme code: INF582M01GQ6 NAV value: ₹ 12.5851 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Medium Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.449.097.507.8
3 year3.565.814.756.13

Rolling return for 1 year

- Average return: 7.5% - Median return: 7.57% - Average standard deviation: 0.52

Rolling return for 3 year

- Average return: 4.75% - Median return: 4.81% - Average standard deviation: 0.17

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,42,16542,1653.52
3 year36,00,00039,14,6733,14,6732.83

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,165 - Absolute Returns: ₹42,165 - CAGR: 3.52%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,14,673 - Absolute Returns: ₹3,14,673 - CAGR: 2.83%