- Mutual Funds
- Union Mutual Fund
- Union Largecap Fund Direct Growth
Scripbox Opinion
Click here for top ranked funds in large cap mutual funds.
Large 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).
Scripbox Recommended Large Cap Funds
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Scheme Information
Investment Objective
The scheme seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies.
Expense Ratio | 1.36 % |
Launched 7Y ago | 2017-05-11 |
AUM in Crores | 401.1 |
ISIN | INF582M01CU7 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.8 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
7.64%HDFC Bank Ltd.
7.47%Reliance Industries Ltd.
6.06%Infosys Ltd.
5.42%Axis Bank Ltd.
3.48%See all holdings
Allocation by Sector
Financial
32.31%Technology
9.96%Energy
8.82%Automobile
7.24%Services
6.78%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr |
Frequently Asked Questions
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