As of Tue Mar 31, 2026, the total assets managed under Union Midcap Fund Regular-growth stand at approximately ₹ 1,497.8 crore.

The Union Midcap Fund Regular-growth has delivered the following short-term performance:

• 3 Months Return: 2.54%

The historical growth of the Union Midcap Fund Regular-growth is reflected through its CAGR returns:

• 3 Year CAGR: 20.20%
• 5 Year CAGR: 17.89%
• Return Since Launch: 29.49%

The portfolio of Union Midcap Fund Regular-growth is distributed across different asset classes as follows:

• Equity: 98.42%
• Debt Instruments: 0.38%
• Other Assets: 1.19%

The Union Midcap Fund Regular-growth is managed by Gaurav Chopra, representing Union Mutual Fund.

The Union Midcap Fund Regular-growth investments are allocated across market caps in the following manner:

• Large Cap Stocks: 11.59%
• Mid Cap Stocks: 69.57%
• Small Cap Stocks: 18.84%

Top stock holdings of Union Midcap Fund Regular-growth include:

• The Federal Bank Ltd – represents 4.77% of the portfolio
• The Federal Bank Ltd – represents 4.61% of the portfolio
• The Federal Bank Ltd – represents 4.75% of the portfolio
• The Federal Bank Ltd – represents 4.21% of the portfolio
• The Federal Bank Ltd – represents 3.83% of the portfolio
• The Federal Bank Ltd – represents 3.55% of the portfolio
• The Federal Bank Ltd – represents 3.55% of the portfolio
• Max Financial Services Ltd – represents 3.26% of the portfolio
• Indian Bank – represents 3.14% of the portfolio
• Max Financial Services Ltd – represents 3.39% of the portfolio

Major sector exposures in Union Midcap Fund Regular-growth are:

• Financial – accounts for 66.21% of the portfolio