Union Midcap Fund - Direct Plan - Growth Option

Union Mutual Fund

Equity Scheme - Mid Cap Fund

Higher than todayLower than todayTodayBest dayNot a SIP date

Each SIP date shows its full-history XIRR. Green dates were higher than today’s date; red dates were lower. Weakest to strongest across all 28 is 0.34 pp, and the deeper the fill, the further from today’s figure that date sat. Tap a date (1–28) to compare it with the named day; that does not change the answer.

The 1st

Thin edge

The 1st had the highest full-history XIRR for this fund. Dates in this fund have differed by up to 0.33 pp, but not consistently, so the pattern may not hold.

For this fund a missed instalment and the date spread are closer than usual.

This fund has 78 months of history, fewer than eight years. A spread of 0.33 pp is hard to tell apart from the noise a history this short produces, so this verdict reflects the length of the history as much as the fund.

For a notional ₹10,000 monthly SIP, the highest- and lowest-value dates (the 1st and 28th) ended ₹31,022 apart on ₹7.8 lakh invested, 2.1% of the ₹14.4 lakh it grew to, over 6.5 years.

The highest and lowest XIRR were on the 1st and the 18th.

I SIP on theDoes not change the named day.