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Union Medium Duration Fund Direct Growth
Direct
3 yr CAGR
-0.79%
Direct
3 yr CAGR
-0.79%
Fund overview
Net Asset Value
₹10.4737
AUM (Fund size)
202.65 Crore
Lock-in period
No Lock-in
Exit Load
1% in 15 days
Expense ratio
0.59%
Risk
Moderate
Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
0 ₹
Min investment of ₹2,000 required
Top holdings
| Holdings | Weightage |
|---|---|
| 6.79% Govt Stock 2027 | 21.9% |
| 5.63% Govt Stock 2026 | 11.77% |
| 7.27% Govt Stock 2026 | 9.92% |
| Nhpc Limited | 7.5% |
| Power Finance Corporation Ltd. | 7.07% |
| 5.22% Govt Stock 2025 | 6.14% |
| Bajaj Finance Limited | 4.83% |
| Muthoot Finance Limited | 4.81% |
| Sundaram Finance Limited | 4.78% |
| Housing Development Finance Corporation Ltd | 4.77% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 13.26 | -3.89% | High Risk | |
| 27.92 | 5.43% | Very High Risk | |
| 15.57 | 3.82% | Moderate Risk | |
| 19.58 | 6.75% | Moderate Risk | |
| 23.78 | 7.2% | Moderate Risk | |
| 38.17 | 8.16% | Moderately High risk | |
| 43.24 | 8.14% | Moderately High risk | |
| 17.34 | 7.07% | Moderate Risk | |
| 68.45 | 4.47% | Moderate Risk | |
| 15.25 | -5.47% | Moderately High risk |
About Union Asset Management Co. Pvt. Ltd.
Union Mutual Fund, the investment wing of Union Bank of India, is one of the key drivers of the asset management sector in India for over a decade. The vision of the company is to provide opportunities to investors so that they can achieve sustainable prosperity by investing responsibly in the capital markets.The AMC was set up on December 30, 2009, with the aim to formulate a robust asset management portfolio in India. They already had access to the extensive client base of Union Bank of India, which they capitalised on extensively.
Managers | Parijat Agrawal, Anindya Sarkar |
Custodians | SBI-SG Global Securities Services Private Limited |
Address | Union Asset Management Co. Pvt. Ltd. Unit 802, 8th Floor, Tower ‘A’, |
Fax Nos. | +91 22 24833401 |
Telephone Nos. | +91 22 24833300 |
Homepage | www.unionkbc.com |
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Start your investment
Lumpsum
SIP
SIP+ NEW
Amount
₹
Estimated value after 3 years
(as per historical returns)
0 ₹
Min investment of ₹2,000 required
Why Invest with ClearTax
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Frequently Asked Questions
What are debt-funds?
Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.
Who should invest in a debt fund?
Debt funds are ideal for investors who want regular income, but are risk-averse. Debt funds are less volatile and, hence, are less risky than equity funds.
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment.You can get your money out of liquid funds any time without any penalty or cost.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
