Union Midcap Fund performance review analysis for January
2 months, 1 week ago

Union Midcap Fund performance review analysis for January

Live Mint  

Union Midcap Fund Direct Growth performance review analysis for January: Union Midcap Fund Direct Growth, managed by the seasoned fund managers Pratik Dharmshi,Gaurav Chopra, remains a prominent player in the Mid-Cap. This detailed review of Union Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. The performance over the longer durations is mentioned below: Period Mutual Fund Returns NIFTY Midcap 150 Performance Performance Difference 6 Months -6.52% -7.33% 0.81% 1 Year 15.49% 12.57% 2.92% 3 Years 53.44% 65.14% -11.70% 5 Years 0.00% 205.26% -205.26% Top Holdings of the Fund Below is the list of top holdings in the fund: Sector Allocation of the Fund Sector Name Weightage Software & Programming 10.34% Misc. & Controls 5.27% Regional Banks 4.34% Healthcare Facilities 4.08% Consumer Financial Services 3.58% Biotechnology & Drugs 3.51% Construction Services 2.97% Chemical Manufacturing 2.61% Audio & Video Equipment 2.54% Insurance 2.49% Computer Services 2.29% Investment Services 1.97% Auto & Truck Parts 1.95% Retail 1.81% Hotels & Motels 1.69% Fabricated Plastic & Rubber 1.68% Appliance & Tool 1.53% Retail 1.53% Major Drugs 1.4% Oil & Gas Operations 1.38% Construction - Raw Materials 1.17% Apparel/Accessories 1.07% Recreational Products 1.06% Business Services 1.05% Risk Measurement Understanding the risk associated with the fund is crucial for investors.

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