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Product scoring may vary based on gender, age, policy tenure and sum assured.
Gender
Male
Age Group
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
30 - 34
Sum Assured
₹ 1Cr
Active Fund • Mid Cap Fund • Nifty Midcap 150 - TRI
Union Midcap Fund(G)-Direct Plan
1 Finance Rank:
01
011 Finance Score:
67100
Sharpe Score
96
Sortino Score
82
Jensen's Score
96
Treynor Score
97
Information Ratio Score
76
Drawdown Score
43
Crash Recovery Score
58
P/E & P/B Score
68
Fund Mgr. Score
49
Stress Test Score
76
Conc. Test Score
79
by 1 Finance Research 1 Finance Scores reflect a holistic assessment of fund performance, risk, and costs.
AUM
₹ 1,498 Cr(As on 31-Mar-2026)NAV
₹ 54.24(As on 06-May-2026)R- Squared
0.9%Fund Age
5 yearsNo. of Stocks
70(As on 31-Mar-2026)Expense Ratio
0.83%(As on 31-Mar-2026)
01
Active Fund • Mid Cap Fund • Nifty Midcap 150 - TRI
Union Midcap Fund(G)-Direct Plan
This fund ranks 1st out of 28 funds in its category.
AUM₹ 1,498 Cr(As on 31-Mar-2026)
NAV₹ 54.24(As on 06-May-2026)
R- Squared
0.9%
Fund Age
5 years
No. of Stocks70(As on 31-Mar-2026)
Expense Ratio0.83%(As on 31-Mar-2026)
1 Finance Score: 67/100
Sharpe Score
96
Sortino Score
82
Jensen's Score
96
Treynor Score
97
Information Ratio Score
76
Drawdown Score
43
Crash Recovery Score
58
P/E & P/B Score
68
Fund Mgr. Score
49
Stress Test Score
76
Conc. Test Score
79
Rolling Returns
| Avg. Rolling Returns | 1 year | 3 year | 5 year | 7 year |
|---|
| Avg. Rolling Returns |
|---|
| 1 Years |
| 3 Years |
| 5 Years |
| 7 Years |
“80% of mutual fund schemes lose 25% or more value due to commissions in 10 years.” Source: 1 Finance Research
Fundamental Ratios
Score Trend
1000
Sharpe Ratio
0.078Sortino Ratio
0.117Treynor Ratio
0.081Jensen's Alpha
0.007%Information Ratio
0.004Drawdown
-21%Crash Recovery
392 daysP/E ratio
46.9P/B ratio
9.2Fund Age
5 yearsBeta
0.9Std. Deviation
0.95%*Most top-ranked mutual funds won't hold their rank for long. Source: 1 Finance Research
Portfolio summary
Asset Allocation
Equity
Others
Debt
98.14%
1.48%
0.38%
Market Capitalisation
Large Cap
11.38%
Mid Cap
66.5%
Small Cap
18.49%
Others
3.63%
Top Holdings
| Holding Names | Assets (%) |
|---|---|
| The Federal Bank Ltd. | 4.21% |
| Max Financial Services Ltd. | 2.93% |
| Shriram Finance Ltd. | 2.69% |
| L&T Finance Ltd. | 2.57% |
| Fortis Healthcare Ltd. | 2.43% |
*Most active equity funds don't beat their own benchmark over the long run. Source: 1 Finance Research
Peer comparison
| Fund List | 1 F score | Fund Size | Expense Ratio |
|---|
Pros and Cons
Pros
Strong Sharpe ratio indicating superior risk adjusted returns.
High Treynor ratio signifies better return for the market risk undertaken.
Elevated Sortino ratio suggests better downside risk protection.
Positive Jensen’s Alpha shows outperformance over CAPM expectations for the risk taken.
The fund’s active bets are paying off relative to its benchmark, reflected in a high Information Ratio.
Cons
Larger drawdowns and slower recoveries indicate weak portfolio resilience during market downturns.
Should you invest?
Invest if you are :
- Experienced investors who understand the risks and rewards involved in market corrections. Investors with long term investment horizon.
Avoid if you are :
- Investors who tend to panic and exit their investments during sharp market corrections.
*Most financial mistakes aren't about money — they're about personality. Find yours with MoneySign®
Taxation
If sold before 1 year
- short-term capital gains taxed at 20%.
If sold after 1 year
- long-term capital gains above ₹1.25 lakh taxed at 12.5%.
Scheme Details
Scheme Objective
- The investment objective of the Scheme is to achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.However, there is no assurance that the Investment Objective of the Scheme will be achieved.
Exit Load
- 1% on or before 15D, Nil after 15D
Minimum investment amount
Lumpsum
₹ 1000 (open for subscription)
Other details
Founded In-
Email Addressinvestorcare@unionmf.com
| Fund Manager Name | Total Exp. (Years) | No. of Funds Managed |
|---|---|---|
| Gaurav Chopra | 2.8 | 5 |
About Union MF
- Union Mutual Fund combines decades of market experience with research-led strategies to offer a balanced mix of mutual fund products. Its investment philosophy focuses on delivering consistent results while maintaining risk transparency.
Don't chase past returns.
Build a portfolio for the future
Our Advisory Includes
- Portfolio diversification
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- Fund overlap check & more
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Frequently Asked Questions
Are equity funds risky?
Yes, equity mutual funds do involve market risk because their returns depend on stock price changes. However, what seems risky for one person may not be for another. So the question is: Are equity mutual funds risky for you? To understand your overall financial personality, check our MoneySign®.
Talk to a Qualified Financial Advisor before making any financial decisions.
Talk to a Qualified Financial Advisor before making any financial decisions.
What is the minimum amount I need to start investing in an equity mutual fund?
You can start investing in equity mutual funds with as little as ₹500 a month through SIPs or ₹1,000 as a one-time payment. The amount you decide to invest should align with your budget and financial goals.
How long should I stay invested in equity mutual funds?
Equity mutual funds are well-suited for your long-term goals. It is best to keep your mutual fund investment for at least 7 to 10 years. The longer you invest, the more you can benefit from rupee-cost averaging and compounding, which helps grow your wealth. When opting for equity mutual funds, be sure to consider your investment horizon, though this should not be the only factor.
How many equity funds should I hold?
Most investors should consider holding no more than 2 to 3 well-diversified equity funds. Having too many funds can lead to overlap (owning the same stocks under different names). Therefore, focus on choosing high-quality, consistent funds rather than trying to hold too many. If you have too many mutual funds, check the Mutual Fund Overlap Calculator to identify overlap in your portfolio.
How much of your portfolio should be in equity funds?
Your ideal investment mix depends on several personal factors, including your age, profession, financial responsibilities, demographic profile, emergency fund levels, and overall financial personality. Avoid oversimplified formulas like the 50/30/20 rule or "100 minus your age" for determining equity allocation. These rules are outdated and overly generic. A personalised financial plan is far more effective because it aligns your portfolio with your real-life circumstances, helping you manage risk better and achieve more meaningful long-term results.
What is the difference between direct and regular plans?
Direct plans are purchased directly from the Asset Management Company (AMC) without distributor commissions, resulting in lower expense ratios and potentially higher long-term returns. In contrast, regular plans are sold through intermediaries and include commission costs within the expense ratio.
Can I switch from a regular plan to a direct plan for equity mutual funds?
Yes, you can. You are allowed to switch from one plan to another; however, this is treated as a redemption and reinvestment, which can trigger capital gains tax and may have exit load implications. Ensure you review your holding period and tax efficiency before making the switch, or consult your financial advisor.
How do I choose between large-cap, mid-cap, and small-cap funds?
Investors should allow the fund manager to determine the appropriate mix of large-cap, mid-cap, and small-cap exposure, rather than attempting to manage it themselves. This is why investing in a flexi cap fund is often a better choice; it provides the fund manager with the flexibility to adjust allocations based on market conditions, making it more suitable than holding separate mid-cap, small-cap, or sector-specific funds.
Disclaimer
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Don't chase past returns.
Build a portfolio for the future
Our Advisory Includes
- Portfolio diversification
- Mutual fund tax harvesting
- Fund overlap check & more