Union Mid Cap Fund

Direct · Growth

AI Summary

Performance

Union Mid Cap Fund has delivered an XIRR of 22.23% over 3 years and 20.05% over 5 years, beating the category average SIP XIRR of 19.93% and 19.38% respectively, though its 1Y XIRR of 18.23% trails the category's 21.6%. Against the NIFTY MIDCAP 150, the fund has generated positive alpha across most periods, including 4.14% over 1Y and 2.23% over 3Y, with lump-sum CAGR outperformance in 1Y (13.9% vs 9.86%) and 3Y (19.75% vs 18.08%). The 5Y lump-sum CAGR of 17.39% is marginally below the benchmark's 17.46%, indicating alpha has been modest over the longest horizon.

Risk

The fund shows strong downside protection with downside capture of 86.6% to 93.74% across periods, consistently lower than its upside capture, which supports its positive alpha. The Calmar Ratio of 1.31 over 1Y and 1.14 over 3Y and 5Y indicates healthy risk-adjusted returns relative to its maximum drawdown. However, the fund has experienced 4 drawdown events exceeding 10%, with the maximum drawdown taking 234 days to recover, underscoring the inherent volatility of the mid-cap segment.

Portfolio

The portfolio is well diversified across 71 holdings, with the top position, Federal Bank, at just 3.73% of NAV and the top 10 holdings totaling roughly 23.35%. Sector allocation is spread across Auto Components (11.2%), Banks (9.6%), Pharmaceuticals (7.4%), Electrical Equipment (6.6%), and Industrial Products (6.3%), avoiding heavy concentration in any single sector. Financial services exposure across banks, insurance, fintech, and capital markets is notable but fragmented across multiple sub-sectors.

Category Positioning

The fund outperforms the category average SIP XIRR over 3Y (22.23% vs 19.93%) and 5Y (20.05% vs 19.38%), placing it in the upper half of mid-cap peers on SIP returns. Its consistent positive alpha over 1Y, 3Y, 7Y, 10Y, and 15Y periods, combined with a declining beta from 0.97 to 0.89 over longer horizons, suggests a repeatable defensive-tilted stock selection process. Calendar year returns show strong up-year performance (82.77% in 2020, 53.25% in 2021, 33.84% in 2023) but modest results in weaker years like 2025 (3.25%) and 2022 (-1.63%).

Investor Suitability

This fund suits investors seeking mid-cap growth exposure with a moderately defensive profile, given its below-benchmark downside capture and diversified portfolio. A time horizon of at least 5 years is recommended to ride out mid-cap volatility, as evidenced by the 4 drawdown events exceeding 10% and a 234-day recovery from the maximum drawdown. Investors should have a high risk tolerance and treat this as a satellite allocation within a broader equity portfolio rather than a core holding.

  • Consistent positive alpha versus NIFTY MIDCAP 150 across 1Y (4.14%), 3Y (2.23%), and 7Y (3.08%) periods
  • Superior downside capture (86.6% to 93.74%) relative to upside capture, providing better protection in falling markets
  • 3Y and 5Y SIP XIRR of 22.23% and 20.05% both exceed the category averages of 19.93% and 19.38%

  • 1Y XIRR of 18.23% trails the category average of 21.6%, indicating recent underperformance versus peers
  • 5Y lump-sum CAGR of 17.39% is marginally below the benchmark's 17.46%, with alpha of only 0.87% over 5Y

Generated on 01-09-2026, 2:46 AM. Verify before investing.

₹58.35
18 Aug 2026
NAV
24.3%
3Y CAGR
24.3%
5Y CAGR
24.7%
Weighted CAGR
?
3.28
Sharpe
-21.3%
Max Drawdown
?
0.83%
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 ₹13.02 L 28.0% -23.9% 112.2%
3 Years ₹36.00 L ₹48.42 L 21.6% 6.2% 36.8%
5 Years ₹60.00 L ₹96.89 L 19.5% 12.6% 25.0%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY MIDCAP 150 Category avg Fund edge
1 Year 28.0% 22.1% 21.6% +5.9%
3 Years 21.6% 17.3% 19.9% +4.2%
5 Years 19.5% 16.5% 19.4% +3.0%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 27.8% 18.4% -5.6% 107.8% 0.82 9.57 97%
3 Years 24.3% 23.0% 14.8% 39.7% 3.34 100%
5 Years 24.3% 23.7% 16.4% 34.5% 3.28 100%

-21.3%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-3.8%
Avg Drawdown

Calmar Ratio by Duration

1.31
1Y
1.14
3Y
1.14
5Y

Compared against NIFTY MIDCAP 150

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +4.14 0.97 98.6% 93.7% 13.9% 9.9%
3 Years +2.23 0.95 94.7% 92.1% 19.8% 18.1%
5 Years +0.87 0.91 91.2% 89.8% 17.4% 17.5%
7 Years +3.08 0.89 90.4% 86.6% 27.5% 26.6%
10 Years +1.83 0.89 90.4% 86.6% 18.5% 17.9%
12 Years +1.37 0.89 90.4% 86.6% 15.2% 14.7%
15 Years +0.93 0.89 90.4% 86.6% 12.0% 11.6%

71
Total Holdings
24.4%
Top 10 Weight
26
Sectors
# Stock % of NAV
1 The Federal Bank Ltd. 3.73%
2 Max Financial Services Ltd. 2.85%
3 Fortis Healthcare Ltd. 2.70%
4 One 97 Communications Ltd. 2.49%
5 Nippon Life India Asset Management Ltd. 2.47%
6 IPCA Laboratories Ltd. 2.18%
7 Bharat Heavy Electricals Ltd. 2.09%
8 The Phoenix Mills Ltd. 1.97%
9 Coforge Ltd. 1.96%
10 Shriram Finance Ltd. 1.91%