Union Large & Midcap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
16.55%
3Y annualised
-1.55% 1D
1M
6M
1Y
3Y
All
NAV: 27 Jan 2023₹16.55
Min. SIP amount₹1,000
Rating4
Fund size₹408.03Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA0.4%16.6%17.4%
Category averageNA0.9%15.1%NA
Rank with in categoryNA2012NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity6.3%
ICICI Bank Ltd.FinancialEquity6.1%
State Bank of IndiaFinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.8%
Infosys Ltd.TechnologyEquity3.2%
Axis Bank Ltd.FinancialEquity2.6%
Bharti Airtel Ltd.CommunicationEquity2.1%
PI Industries Ltd.ChemicalsEquity2.1%
Varun Beverages Ltd.Consumer StaplesEquity2.1%
Max Healthcare Institute Ltd.HealthcareEquity2.1%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Lower expense ratio: 1.19%
1Y annualised returns lower than category average by 0.34%
3Y annualised returns higher than category average by 1.83%

Expense ratio, exit load and tax

Expense ratio: 1.19%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Vinay Paharia
Nov 2019 - Present
View details

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).
Also manages these schemes

Hardick Bora
Dec 2019 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
Phone
022-67483300 / 1800-200-2268
Launch Date
30 Dec 2009
Website
NA
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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