Union Mid Cap Fund
Direct · Growth ₹53.03
20 Apr 2026
NAV
24.7%
3Y CAGR
26.3%
5Y CAGR
26.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.15
Sharpe
-21.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.10 L | 29.0% | -23.9% | 112.2% |
| 3 Years | ₹36.00 L | ₹48.76 L | 22.4% | 6.2% | 36.8% |
| 5 Years | ₹60.00 L | ₹99.11 L | 20.2% | 12.6% | 25.0% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 29.0% | 13.4% | +15.5% |
| 3 Years | 22.4% | 23.5% | -1.0% |
| 5 Years | 20.2% | 20.1% | +0.0% |