Union Large & Midcap Fund Direct Growth-1.46%

1 Year Return
Large & MidCap

Fund Details

Union Large & Midcap Fund Direct Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.44%
NAV10.94 (23 Oct 2020)
Fund Started06 Dec 2019
Fund Size204 Cr


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Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity7.0%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Tata Consultancy Services Ltd.TechnologyEquity4.5%
PI Industries Ltd.ChemicalsEquity4.3%
Ipca Laboratories Ltd.HealthcareEquity3.4%
Varun Beverages Ltd.FMCGEquity3.1%
ICICI Bank Ltd.FinancialEquity3.0%
Coforge Ltd.TechnologyEquity2.9%
Endurance Technologies Ltd.AutomobileEquity2.9%
See All

Fund Managers

addVinay Paharia
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
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
addHardick Bora
Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.
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 Large & Midcap Fund Direct Growth Details

Union Large & Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 06 Dec 2019. Vinay Paharia is the Current Fund Manager of Union Large & Midcap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹204 Cr and the Latest NAV as of 23 Oct 2020 is ₹10.94.

The Union Large & Midcap 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 seeks to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked securities of large cap and mid cap companies.

Scheme Information Document(SID)

Min for First Investment
Min for Second Investment
1% exit load if redeemed within 15 days.
Exit Load

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Union Large & Midcap Fund Direct Growth

About Union Mutual Fund

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