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Union Largecap Fund Regular IDCW

Equity
Large Cap
Very High Risk
58.87%
1Y return
+0.12% 1D
1M
6M
1Y
3Y
All
NAV: 22 Sep 2021₹16.65
Min. SIP amountNA
Rating2star
Fund size₹208.75 Cr

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA58.9%16.6%12.4%
Category averageNA48.0%13.9%NA
Rank with in categoryNA5353NA
Understand termsinfo

Holdings (42)

NameSectorInstrumentAssets
FinancialEquity8.3%
TechnologyEquity6.2%
FinancialEquity5.9%
FinancialEquity5.0%
ConstructionEquity4.3%
EnergyEquity4.0%
ServicesEquity3.7%
TechnologyEquity3.5%
State Bank of India
FinancialEquity3.5%
CommunicationEquity3.4%
See All

Pros and cons

info
Category: Equity Large Cap
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Pros

1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
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Cons

Age is less than 5 years
Higher expense ratio - 2.56%

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

1% exit load if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vinay Paharia
Jun 2019 - Present
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Anshul Mishra
Oct 2017 - Present
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Hardick Bora
Jan 2020 - Present
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Sanjay Bembalkar
Jun 2021 - Present
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Fund house & investment objective

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Fund house contact details

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