Union Mid Cap Fund Direct Growth

Scheme code: INF582M01GI3 NAV value: ₹ 46.3700 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.90	55.96	31.70	35.89
3 year	13.20	41.42	26.47	26.04
5 year	30.08	34.43	32.55	18.23

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	31.7
3 year	11.28	45.45	27.04	26.47
5 year	2.1	39.21	17.39	32.55
7 year	4.3	21.04	14.32
10 year	0.52	21.2	10.89
12 year	0.21	19.63	10.67
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	31.7
3 year	11.11	42.73	26.36	26.47
5 year	0.33	37.55	15.88	32.55
7 year	4.52	19.53	13.82
10 year	3.36	21.04	13.39
12 year	3.48	19.67	13.16
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	31.7
3 year	13.61	42.26	26.48	26.47
5 year	4.41	36.78	18.12	32.55
7 year	7.26	20.87	16.06
10 year	5.58	22.47	14.68
12 year	4.77	21.65	14.06
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	31.7
3 year	14.52	45.86	31.83	26.47
5 year	8.28	40.38	23.11	32.55
7 year	14.14	28.21	22.09
10 year	14.44	28.8	21.87
12 year	10.67	28.77	21.53
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	31.7
3 year	4.76	30.51	15.88	26.47
5 year	6.69	25.56	14.86	32.55
7 year	8.9	21.06	15.78
10 year	9.82	25.87	16.94
12 year	11.27	24.54	16.77
15 year	12.8	22.2	16.54

- Average return: 31.7% - Median return: 35.47% - Average standard deviation: 6.1

- Average return: 26.47% - Median return: 25.41% - Average standard deviation: 2.04

- Average return: 32.55% - Median return: 32.94% - Average standard deviation: 1.65

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 year	12,00,000	13,28,615	1,28,615	10.72
3 year	36,00,000	50,32,122	14,32,122	11.81
5 year	60,00,000	99,06,748	39,06,748	10.55