Union Mid Cap Fund
Direct · Growth ₹53.82
05 Jun 2026
NAV
24.6%
3Y CAGR
25.5%
5Y CAGR
25.6%
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.
3.85
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 | ₹13.05 L | 28.5% | -23.9% | 112.2% |
| 3 Years | ₹36.00 L | ₹48.58 L | 22.1% | 6.2% | 36.8% |
| 5 Years | ₹60.00 L | ₹98.29 L | 19.8% | 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 | 28.5% | 22.2% | 21.9% | +6.3% |
| 3 Years | 22.1% | 17.4% | 20.1% | +4.6% |
| 5 Years | 19.8% | 16.5% | 19.3% | +3.3% |