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Union Medium Duration Fund Regular Plan Growth
NAV (Oct 25,2024)
Introducing the Union Medium Duration Fund - Regular Plan - Growth, a stellar investment option for those looking to grow their wealth. With an expense ratio of 0.91% and a minimum investment of INR 1000, this fund offers great potential for earnings. The fund, established on September 14, 2020, has already reached an impressive asset under management (AUM) of INR 130.13 crore. Don't miss out on this opportunity to secure your financial future.
Union Medium Duration Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Union Medium Duration Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha0
- Beta0
- Sharpe0.15
- Sortino0.28
Fund Overview
0.91%
0%
No Lock-in
₹ 130.13 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Moderate
Investment Return Calculator
as on Oct 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,183.96 (1.84%) | ₹ 10,414.83 (4.15%) | ₹ 10,814.72 (8.15%) | ₹ 11,552.16 (15.52%) | ₹ -- (--) |
₹ 30,000 | ₹ 30,551.88 (1.84%) | ₹ 31,244.49 (4.15%) | ₹ 32,444.16 (8.15%) | ₹ 34,656.48 (15.52%) | ₹ -- (--) |
₹ 50,000 | ₹ 50,919.8 (1.84%) | ₹ 52,074.15 (4.15%) | ₹ 54,073.6 (8.15%) | ₹ 57,760.8 (15.52%) | ₹ -- (--) |
₹ 80,000 | ₹ 81,471.68 (1.84%) | ₹ 83,318.64 (4.15%) | ₹ 86,517.76 (8.15%) | ₹ 92,417.28 (15.52%) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,01,839.6 (1.84%) | ₹ 1,04,148.3 (4.15%) | ₹ 1,08,147.2 (8.15%) | ₹ 1,15,521.6 (15.52%) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- GOI50.00%
- TREPS9.27%
- Power Finance Corporation Ltd7.71%
- REC Ltd7.69%
- HDFC Bank Ltd7.67%
- Indian Railway Finance Corporation Ltd7.63%
- Small Industries Development Bank of India7.59%
- Net Receivable Payable2.01%
- Corporate Debt Mkt Devp Fund A0.34%
- Day Treasury Bills0.08%
- Miscellaneous50.01%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth | DEBT | Low | 556.11% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 9.90% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 8.76% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 8.15% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 7.81% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.36% |
Axis Strategic Bond Fund - Regular Plan - Growth | DEBT | Moderately High | 7.34% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 6.92% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 6.91% |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 6.59% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Franklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth | DEBT | Low | 309.11% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 10.11% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 8.05% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 7.55% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | 7.49% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.40% |
HSBC Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 7.35% |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 7.27% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 6.59% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 6.57% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 12.85% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | 9.11% |
Kotak Medium Term Fund - Growth | DEBT | Moderately High | 5.94% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 5.40% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.34% |
UTI Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.20% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 5.19% |
HSBC Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.12% |
DSP Bond Fund - Regular Plan - Growth | DEBT | Moderate | 4.93% |
Bandhan Bond Fund - Medium Term Plan - Regular Plan - Growth | DEBT | Moderate | 4.10% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth | DEBT | Moderately High | 8.58% |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DEBT | Moderately High | 7.67% |
ICICI Prudential Medium Term Bond Fund - Growth | DEBT | Moderately High | 7.28% |
Axis Strategic Bond Fund - Regular Plan - Growth | DEBT | Moderately High | 6.87% |
HDFC Medium Term Debt Fund - Growth | DEBT | Moderately High | 6.59% |
HSBC Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 6.44% |
DSP Bond Fund - Regular Plan - Growth | DEBT | Moderate | 5.35% |
Baroda BNP Paribas Medium Duration Fund - Regular Plan - Growth | DEBT | Moderate | 5.28% |
Sundaram Medium Duration Fund - Growth | DEBT | Moderate | 4.03% |
Nippon India Strategic Debt Fund - Growth | DEBT | Moderately High | -0.98% |
Fund Managers
Mr. Parijat AgrawalHead - Fixed Income
Mr. Agrawal has been appointed as a Head - Fixed Income w.e.f. September 2010. He has got over 17 years of experience in Funds Management.
Mr. Anindya SarkarCo - Fund Manager
Over 15 years of experience in Financial Services Sector.
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Union Medium Duration Fund - Regular Plan - Growth
Union Medium Duration Fund - Regular Plan - Growth
Union Medium Duration Fund - Regular Plan - Growth
Union Medium Duration Fund - Regular Plan - Growth
Union Medium Duration Fund - Regular Plan - Growth
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