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Union Large & Midcap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
2.78%
1M return
-0.86% 1D
1M
6M
1Y
All
NAV: 22 Oct 2021₹17.35
Min. SIP amount₹2,000
RatingNA
Fund size₹262.13 Cr

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns14.7%34.0%59.8%73.5%
Category averageNANA59.0%NA
Rank with in category5522NA
Understand termsinfo

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity5.2%
EnergyEquity4.2%
TechnologyEquity3.5%
State Bank of India
FinancialEquity3.0%
FinancialEquity2.7%
ChemicalsEquity2.3%
ServicesEquity2.3%
TechnologyEquity2.2%
TechnologyEquity2.1%
FMCGEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.55%

Inclusive of GST

Exit load

1% exit load if redeemed within 15 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

Vinay Paharia
Nov 2019 - Present
View details
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Hardick Bora
Dec 2019 - Present
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Fund house & investment objective

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Fund house contact details

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