Union Medium Duration Fund - Direct Plan - IDCW Option
Expense Ratio: -
Risk: -
Debt Scheme - Medium Duration Fund
Plan: Direct
Benchmark: -
Inception: 24-08-2020
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund8.00%
Cat. Avg.5.30%
2Y
Fund7.56%
Cat. Avg.7.15%
3Y
Fund5.75%
Cat. Avg.7.94%
5Y
FundN/A
Cat. Avg.6.98%
10Y
FundN/A
Cat. Avg.6.83%
SI
Fund5.38%
Cat. Avg.7.53%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Feb, 24 | 60000 | 62447 | +4.1% | +7.9% |
| 2Y | 07 Feb, 23 | 1.20 L. | 1.30 L. | +8.0% | +7.7% |
| 3Y | 08 Feb, 22 | 1.80 L. | 2.00 L. | +11.4% | +7.2% |
| SI | 07 Oct, 20 | 2.60 L. | 2.97 L. | +14.4% | +6.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 Jan, 24 | 1 L. | 1.08 L. | +8.0% | +8.0% |
| 2Y | 30 Jan, 23 | 1 L. | 1.16 L. | +15.8% | +7.6% |
| 3Y | 31 Jan, 22 | 1 L. | 1.18 L. | +18.1% | +5.7% |
| SI | 21 Sep, 20 | 1 L. | 1.26 L. | +25.7% | +5.4% |
SIP Calculator
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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.