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Union Large & Midcap Fund Regular Growth

Equity
Large & MidCap
Moderately High Risk
55.40%
1Y return
+0.42% 1D
1M
6M
1Y
All
NAV: 16 Sep 2021₹16.69
Min. SIP amountNA
RatingNA
Fund size₹248.49 Cr

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns15.8%25.4%55.4%66.9%
Category averageNANA59.0%NA
Rank with in category5425NA
Understand termsinfo

Holdings (58)

NameSectorInstrumentAssets
FinancialEquity5.4%
EnergyEquity4.0%
TechnologyEquity3.4%
State Bank of India
FinancialEquity3.0%
FinancialEquity2.8%
ChemicalsEquity2.6%
TechnologyEquity2.4%
Max Healthcare Institute Ltd.
HealthcareEquity2.3%
ConstructionEquity2.3%
ServicesEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 2.52%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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