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Union Midcap Fund - Regular Plan - IDCW

  • Regular
  • Direct
Category : Mid Cap Fund
Fund House : Union Mutual Fund

Scheme Objective

To achieve long term capital appreciation and generate income by investing predominantly in equity and equity related securities of mid cap companies.

Scheme Details

  • Fund manager(s)Pratik Dharmshi , Gaurav Chopra
  • Launch date – 23-Mar-2020
  • Expense ratio – 2.08% as declared on 30-Sep-2025 (category average is 1.85%)
  • Benchmark - BSE Midcap 150 TRI
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹1000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Union Midcap Fund - Regular Plan - IDCW charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Union Asset Management Company Private Limited
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
Tel no.: 022-67483300
Fax no.: 022-67483401
Website.: https://www.unionmf.com

Forum

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