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

Union Large & Midcap Fund (Growth)

EquityLarge & Mid Cap

17.4

NAV (Dec 02)

20.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Large & Mid Cap Funds

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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

17.4

NAV (Dec 2)

Fund Returns

Last 1Y

2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

20.4%

6 Month CAGR

11.8%

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

2.52

Launched (3y ago)

Dec 13, 2019

AUM in Crores

408.869

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)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Vinay Paharia

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

6.2%
6.2%

hdfc bank ltd

5.7%
5.7%

treps

5.2%
5.2%

reliance industries ltd

3.3%
3.3%

infosys ltd

2.8%
2.8%
See all holdings

Allocation by Sector

financial services

26.6%
26.6%

consumer cyclical

19.1%
19.1%

technology

9%
9%

basic materials

8.4%
8.4%

healthcare

8%
8%
See all sectors

Compare Union Large & Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 10,686 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,34 debt and 16 hybrid funds.

amc-img

  • 022-24833300
  • investorcare@unionmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    20.5%

    14.6%

    19.5%

    11.5%

    20.5%

    14.4%

    19.5%

    11.4%

    19.5%

    11.4%

    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 20.4% over a period of 2 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Vinay Paharia.

    Nav of Union Large & Midcap Fund (G) as of 12/2/2022 is ₹17.40 with the total AUM as of 12/4/2022 is ₹408.869. 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 0 fund in Equity and delivered 2% 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 stocks 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 Reviewed Yet 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 2.52% for regular plan.