Union Medium Duration Fund - Regular Plan - Growth Option
Expense Ratio: -
Risk: -
Debt Scheme - Medium Duration Fund
Plan: Regular
Benchmark: -
Inception: 24-08-2020
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund7.74%
Cat. Avg.4.59%
2Y
Fund7.30%
Cat. Avg.6.44%
3Y
Fund5.51%
Cat. Avg.7.22%
5Y
FundN/A
Cat. Avg.6.25%
10Y
FundN/A
Cat. Avg.6.09%
SI
Fund5.07%
Cat. Avg.6.84%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Feb, 24 | 60000 | 62365 | +3.9% | +7.7% |
| 2Y | 07 Feb, 23 | 1.20 L. | 1.29 L. | +7.7% | +7.5% |
| 3Y | 08 Feb, 22 | 1.80 L. | 2.00 L. | +11.0% | +7.0% |
| SI | 07 Oct, 20 | 2.60 L. | 2.96 L. | +13.8% | +5.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 Jan, 24 | 1 L. | 1.08 L. | +7.7% | +7.7% |
| 2Y | 30 Jan, 23 | 1 L. | 1.15 L. | +15.2% | +7.3% |
| 3Y | 31 Jan, 22 | 1 L. | 1.17 L. | +17.3% | +5.5% |
| SI | 21 Sep, 20 | 1 L. | 1.24 L. | +24.1% | +5.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.