Home>Mutual Funds>Union Mutual Fund>Union Large & Midcap Fund Regular Growth
shareSHARE

Union Large & Midcap Fund Regular Growth+0.28%

55.39%
1 Year Return
Equity
Large & MidCap
6M
1Y
All

Fund Details

Union Large & Midcap Fund Regular Growth

RiskModerately High
Min SIP Amount₹2000
Expense Ratio2.52%
NAV₹14.33 (21 Jun 2021)
Fund Started06 Dec 2019
Fund Size203 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
55.4%
-
-
25.7%
Category Average
55.3%
8.1%
13.1%
-
Rank Within Category
24
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount2,000
Amount Per Month₹5,000
Would have become
0
with 55.4% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.6%
Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
Reliance Industries Ltd.EnergyEquity3.9%
Larsen & Toubro Infotech Ltd.TechnologyEquity3.4%
PI Industries Ltd.ChemicalsEquity3.2%
Varun Beverages Ltd.FMCGEquity2.8%
Bajaj Finance Ltd.FinancialEquity2.8%
Titan Company Ltd.Cons DurableEquity2.5%
Avenue Supermarts Ltd.ServicesEquity2.3%
Larsen & Toubro Ltd.ConstructionEquity2.3%
See All

Fund Managers

Vinay Paharia
keyboard_arrow_down
Hardick Bora
keyboard_arrow_down

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 ₹203 Cr and the Latest NAV as of 21 Jun 2021 is ₹14.33.

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

Compare Funds

Union Large & Midcap Fund Regular Growth
VS
search

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
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,
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India