Union Largecap Fund Direct Growth+0.44%

3.24%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
All

Fund Details

Union Largecap Fund Direct Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.87%
NAV11.48 (23 Oct 2020)
Fund Started11 May 2017
Fund Size177 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Union Largecap Fund Direct Growth
3.2%
2.8%
NA
4.1%
Category Average
1.9%
5.1%
7.8%
-
Rank within category
29
42
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Age is less than 5 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.8%
    Reliance Industries Ltd.EnergyEquity7.3%
    Infosys Ltd.TechnologyEquity7.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.1%
    Tata Consultancy Services Ltd.TechnologyEquity6.1%
    ICICI Bank Ltd.FinancialEquity5.3%
    Bharti Airtel Ltd.CommunicationEquity3.4%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Hindustan Unilever Ltd.FMCGEquity2.8%
    See All

    Fund Managers

    addVinay Paharia
    Education
    Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
    Experience
    Prior to joining Union Mutual Fund he was associated with Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
    Funds Managed
    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

    Union Largecap Fund Direct Growth Details

    Union Largecap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 11 May 2017. Anshul Mishra is the Current Fund Manager of Union Largecap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹177 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.48.

    The Union Largecap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Minimum Lumpsum Investment is 5000. 1% exit load if redeemed within 15 days.

    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.

    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
    1% exit load if redeemed within 15 days.
    Exit Load

    Compare Funds

    Union Largecap Fund Direct Growth
    VS
    search

    About Union 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,
    Similar Funds
    Data not available