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).
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Jan 27)
6 Month CAGR
The investment objective of the scheme is to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies. However,there can be no assurance that the Investment Objective of the scheme will be achieved.
Launched (6y ago)
May 17, 2017
AUM in Crores
S&P BSE 100 India TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Union Largecap Fund (Growth)||905,297||172,685||8.7%|
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.
hdfc bank ltd9.4%
reliance industries ltd8.8%
icici bank ltd8.5%
larsen & toubro ltd4.2%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,444 cr
₹ 4,848 cr
₹ 15,500 cr
₹ 10,444 cr
₹ 15,500 cr
Union Asset Management Co. Pvt. Ltd.
Union Asset Management Co. Pvt. Ltd. manages assets worth 10,935 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Union Largecap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 9.1% over a period of 5 years. The fund was previously known as Union Focussed Largecap Reg Gr. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Sanjay Bembalkar, Vinay Paharia.
Nav of Union Largecap Fund (G) as of 1/27/2023 is ₹16.20 with the total AUM as of 1/28/2023 is ₹238.819. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Largecap Fund (G) was launched on May 17, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Largecap 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 Largecap 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 100 India TR INR.
Union Largecap Fund (G) is rated as a 2 fund in Equity and delivered 0.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Largecap Fund (G).
What is Union Largecap Fund (G)?
How to invest in Union Largecap Fund (G)?
You can invest in Union Largecap 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 Largecap Fund (G)?
The minimum sip amount for Union Largecap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Union Largecap Fund (G) good to invest in?
As per Scripbox experts, Union Largecap Fund (G) is a Neutral fund. You can investUnion Largecap 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 Largecap Fund (G)?
The expense ratio of the Union Largecap Fund (G) is 2.6% for regular plan.