TickerKhojUnion Mutual Fund · Equity · Mid Cap · Regular plan
Union Midcap Fund - Regular Plan - Growth
₹49.45NAV on 2 Nov 2026Expense ratio 2.39%
3 Nov 2025NAV low 43.42 · high 53.89+0.5%
In plain words
Over 3 years it returned +14.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.7%.
On 3-year return it ranks 13 of 28 funds in Mid Cap.
A monthly SIP over 5 years ended ₹33,855 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.9% | +1.9% |
| 3 months | -4.2% | -5.1% |
| 6 months | +2.0% | -3.2% |
| 1 year | +1.3% | -10.2% |
| 3 years (yearly) | +14.3% | +7.4% |
| 5 years (yearly) | +12.0% | +6.5% |
| Since start (yearly) | +26.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,771 | +1.2% |
| 3 years | ₹3,60,000 | ₹3,98,118 | +6.6% |
| 5 years | ₹6,00,000 | ₹8,17,266 | +12.3% |
Other plan of this fund: Union Midcap Fund - Direct Plan - Growth