Union Largecap Fund Direct Growth-0.34%

3Groww
15.02%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
All

Fund Details

Union Largecap Fund Direct Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.87%
NAV11.69 (19 Feb 2020)
Fund Started11 May 2017
Fund Size195 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Largecap Fund Direct Growth
15.0%
NA
NA
5.4%
Category Average
9.0%
12.1%
10.0%
-
Rank within category
41
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 15.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.6%
    Reliance Industries Ltd.EnergyEquity9.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.1%
    ICICI Bank Ltd.FinancialEquity7.1%
    Infosys Ltd.TechnologyEquity5.7%
    Tata Consultancy Services Ltd.TechnologyEquity5.0%
    Kotak Mahindra Bank Ltd.FinancialEquity4.1%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Axis Bank Ltd.FinancialEquity3.5%
    ITC Ltd.FMCGEquity3.1%
    See All

    Fund Managers

    addAnshul Mishra
    Education
    Mr. Mishra is a B.E (Mechanical Engineering), CFA and PGDM (Finance & Marketing)
    Experience
    Prior to joining Union Mutual Fund, he has worked with IDBI AMC - Fund Manager - Equity, AVP - Equity Dealer and Research, ING Investment Management (India) Private Limited (April 2008 - May 2011) and as Manager - Investments (Equity) Treasury, IDBI Bank Ltd. (May 2005 -March 2008)
    Funds Managed
    addHardick Bora
    Education
    Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
    Experience
    He has been with Union KBC Mutual Fund since Sep10, 2014 to Oct 24, 2016 as Research Analyst. Nov 2012 to Sep 2014 with Motilal Oswal Securities Ltd. as Sr. Manager - Institutional Research, Oct 2011 to Nov 2012 with Dolat Capital Markets Pvt Ltd. as Research Associate, Feb 2011 to Oct with Khandwala Securities Ltd. as Research Associate, Jul 2010 to Nov 2010 with Yen Management Consultants Pvt. Ltd. as Consultant, Jan 2008 to Jan 2010 with Yen Management Consultants Pvt. Ltd. as Assistant Manager and Apr 2006 to Jul 2006 with 3 Global Services Pvt. Ltd. as Customer Care Advisor.
    Funds Managed

    Other Details

    Union Largecap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union KBC Mutual Fund. This scheme was introduced to investors on 11 May 2017. Anshul Mishra is the Current Fund Manager of Union Largecap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹195 Cr and the Latest NAV as of 19 Feb 2020 is ₹11.69.

    The Union Largecap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 2000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year..

    Investment Objective

    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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About Union KBC Mutual Fund

    Address
    Unit 802, 8th Floor, Tower ‘A’, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel (West) Mumbai - 400013
    Phone
    022-24833300
    Launch Date
    23 Mar 2011
    Union Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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