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Union Large & Midcap Fund Regular Growth-0.39%

24.83%
1 Year Return
Equity
Large & MidCap
6M
1Y
All

Fund Details

Union Large & Midcap Fund Regular Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.55%
NAV₹12.82 (21 Jan 2021)
Fund Started06 Dec 2019
Fund Size199 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
24.8%
-
-
24.4%
Category Average
18.9%
6.2%
14.5%
-
Rank Within Category
4
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount2,000
Amount Per Month₹5,000
Would have become
0
with 24.8% returns per annum

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

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Fund Managers

Vinay Paharia
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Hardick Bora
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Union Large & Midcap Fund Regular Growth Details

Union Large & Midcap Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹199 Cr and the Latest NAV as of 21 Jan 2021 is ₹12.82.

The Union Large & Midcap Fund Regular 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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