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Union Large & Midcap Fund Direct Growth-0.77%

25.07%
1 Year Return
Equity
Large & MidCap
6M
1Y
All

Fund Details

Union Large & Midcap Fund Direct Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.46%
NAV₹12.87 (22 Jan 2021)
Fund Started06 Dec 2019
Fund Size199 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
25.1%
-
-
25.6%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
5
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount2,000
Amount Per Month₹5,000
Would have become
0
with 25.1% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.7%
Housing Development Finance Corpn. Ltd.FinancialEquity5.9%
Reliance Industries Ltd.EnergyEquity5.5%
PI Industries Ltd.ChemicalsEquity3.8%
Varun Beverages Ltd.FMCGEquity3.6%
Endurance Technologies Ltd.AutomobileEquity3.0%
Coforge Ltd.TechnologyEquity3.0%
Axis Bank Ltd.FinancialEquity2.9%
Mphasis Ltd.TechnologyEquity2.8%
Larsen & Toubro Infotech Ltd.TechnologyEquity2.6%
See All

Fund Managers

Vinay Paharia
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Hardick Bora
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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 ₹199 Cr and the Latest NAV as of 22 Jan 2021 is ₹12.87.

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)

₹5000
Min for First Investment
₹1000
Min for Second Investment
1% exit load if redeemed within 15 days.
Exit Load

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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,
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