Union Mid Cap Fund Direct Growth

Scheme code: INF582M01GI3 NAV value: ₹ 48.7300 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-5.58	107.80	20.36	29.23	15.28
3 year	14.75	39.73	23.62	24.83	21.43
5 year	17.58	34.45	27.03	26.97	18.96

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.67	29.34	7.42	29.23
3 year	15.3	43.58	27.78	24.83
5 year	7.91	39.21	20.09	26.97
7 year	13.5	21.86	17.81
10 year	16.87	18.91	17.89

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	28.08	6.29	29.23
3 year	14.23	41.28	26.95	24.83
5 year	6.48	37.55	19	26.97
7 year	12.21	21.09	16.46
10 year	15.45	17.15	16.3

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	27.36	5.68	29.23
3 year	13.61	40.17	26.17	24.83
5 year	8.66	36.78	20.21	26.97
7 year	13.58	21.55	17.84
10 year	-2.62	18.41	4.88
12 year	5.38	16.18	11.75
15 year	8.06	15.35	11.83

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.61	26.07	0.25	29.23
3 year	14.52	42.73	29.83	24.83
5 year	12.34	40.38	25.7	26.97
7 year	17.57	27.09	22.54
10 year	20.31	22.09	21.2

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.9	19.63	1.22	29.23
3 year	4.76	26.92	14.86	24.83
5 year	6.69	25.56	15.33	26.97
7 year	8.9	16.84	13.58
10 year	12.86	14.33	13.59

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,32,367 - Absolute Returns: ₹1,32,367 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,14,678 - Absolute Returns: ₹13,14,678 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹99,14,991 - Absolute Returns: ₹39,14,991 - CAGR: %

Drawdown Metrics

Max Drawdown

-21.26 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-3.91 %

Calmar Ratio by Duration

1 Y

1.3747

3 Y

1.1678

5 Y

1.2684

Benchmark Comparison

vs NIFTY MIDCAP 150

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.19	0.93	93.0	89.9	13.59 %	11.76 %
3 years	0.69	0.94	92.3	90.6	21.10 %	21.26 %
5 years	1.38	0.90	90.8	88.8	17.58 %	17.22 %
7 years	2.25	0.89	89.5	86.1	24.21 %	23.92 %
10 years	1.28	0.89	89.5	86.1	16.39 %	16.20 %
12 years	0.93	0.89	89.5	86.1	13.48 %	13.32 %
15 years	0.58	0.89	89.5	86.1	10.65 %	10.52 %