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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Mid Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 30 Mar 2020 – 20 Aug 2026, limited by Union Midcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Union Midcap Fund | Nifty Midcap 150 |
|---|---|---|
| 30 Mar 2020 | ₹100.00 | ₹100.00 |
| 11 Oct 2020 | ₹153.32 | ₹148.35 |
| 23 Apr 2021 | ₹203.27 | ₹202.88 |
| 04 Nov 2021 | ₹275.46 | ₹268.28 |
| 17 May 2022 | ₹252.36 | ₹240.71 |
| 28 Nov 2022 | ₹286.04 | ₹274.36 |
| 10 Jun 2023 | ₹302.69 | ₹292.36 |
| 22 Dec 2023 | ₹370.36 | ₹380.84 |
| 03 Jul 2024 | ₹472.95 | ₹480.76 |
| 14 Jan 2025 | ₹449.47 | ₹453.62 |
| 27 Jul 2025 | ₹488.55 | ₹490.54 |
| 07 Feb 2026 | ₹499.71 | ₹500.24 |
| 20 Aug 2026 | ₹562.08 | ₹533.59 |
| Metric | Union · Direct NAV ₹58.40 Very High risk ★★★☆☆ | Category median Mid Cap Fund · 34 funds |
|---|---|---|
| +12.22% | +9.87% | |
| +19.74% | +19.74% | |
| +17.77% | +17.84% | |
| — | +17.01% | |
| +31.02% | +19.29% | |
| +18.35% | — | |
| +24.25% | +20.53% | |
| +24.04% | +19.07% | |
| — | +18.49% | |
| Risk | ||
| 16.84% | 16.20% | |
| 0.79 | 0.83 | |
| 1.06 | 1.14 | |
| -21.26% | -32.95% | |
| Nifty Midcap 150 | — | |
| +2.22% | +2.33% | |
| 0.91 | 0.94 | |
| 97.7% | 98.4% | |
| 87.8% | 87.8% | |
| 1.13% | 0.97% | |
| ₹1,736Cr | ₹7,594Cr | |
| 1.00% | — | |
| None | — | |
| ₹500 | — | |
| ₹1.00K | — | |
| 81% | 40% | |
| Gaurav Chopra · 3.6y | — | |
| 30 Mar 2020 | — | |
| 73 | — | |
| 26.0% | — | |
| 1.1% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.