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  • Union Large & Midcap Fund (Growth)
Union Mutual Fund

Union Large & Midcap Fund (Growth)

EquityLarge & Mid Cap

22.07

NAV (Apr 18)

NA
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.07

NAV (Apr 18)

Fund Returns

Last 1Y
35.5%
Last 3Y
19.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
19.9%
6 Month CAGR
14.1%

Scheme Information

Investment Objective

The investment objective of the scheme is to seek to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked securities of large cap and mid cap companies. However,there can be no assurance that the investment objective of the scheme will be achieved.

Expense Ratio
2.37
Launched (5y ago)
Dec 13, 2019
AUM in Crores
705.705
ISIN
INF582M01GD4
Lock-in
No Lock-in
Benchmark
S&P BSE 250 LargeMidcap Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
0
Beta (3yr)
0.87
Beta (5yr)
0
Sharpe Ratio (3yr)
1.018
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sanjay Bembalkar

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Large & Midcap Fund (Growth)70%11,93,843 4,61,23119.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Stock Holdings

treps

7%
7%

reliance industries ltd

4.6%
4.6%

icici bank ltd

3.7%
3.7%

hdfc bank ltd

3.6%
3.6%

tata motors ltd class a

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

21.2%
21.2%

consumer cyclical

14.4%
14.4%

industrials

14.3%
14.3%

healthcare

9.7%
9.7%

energy

7.6%
7.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,274 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

19.2%

12.4%

5.5%

6.7%

6.2%

5.3%

5.4%

5.2%

19.2%

12.3%

Union Large & Midcap Fund (G) Review

Union Large & Midcap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 19.9% over a period of 4 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar.

Nav of Union Large & Midcap Fund (G) as of 4/18/2024 is ₹22.07 with the total AUM as of 4/19/2024 is ₹705.705. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Large & Midcap Fund (G) was launched on Dec 13, 2019. The category risk of the fund is Very High Risk.

The minimum SIP amount for Union Large & Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Union Large & Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 LargeMidcap Index TR INR.

Union Large & Midcap Fund (G) is rated as a 1 fund in Equity and delivered 35.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Large & Midcap Fund (G).

Frequently Asked Questions

What is Union Large & Midcap Fund (G)?

Union Large & Midcap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Union Large & Midcap Fund (G)?

You can invest in Union Large & Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Union Large & Midcap Fund (G)?

The minimum sip amount for Union Large & Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Union Large & Midcap Fund (G) good to invest in?

As per Scripbox experts, Union Large & Midcap Fund (G) is a Not Recommended fund. You can investUnion Large & Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Union Large & Midcap Fund (G)?

The expense ratio of the Union Large & Midcap Fund (G) is 2.37% for regular plan.