Union Asset Management Company Pvt. Ltd.

Union Large & Midcap Fund - Regular Plan - Growth Option

EquityLarge & Mid Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return12.3%
  • 3 yr return26.5%
  • 5 yr return-
  • Expense Ratio2.44%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees435
  • NAVRupees17.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation By Investingpredominantly In A Portfolio Of Equity And Equity Linked Securities Of Large Cap And Mid Cap Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • HDFC Bank Ltd. 6.3
  • ICICI Bank Ltd. 6.1
  • Reliance Industries Ltd. 4.2
  • State Bank of India 3.6
  • TREPS 2.8
  • Infosys Ltd. 2.6
  • Larsen & Toubro Ltd. 2.4
  • Axis Bank Ltd. 2.3
  • Max Healthcare Institute Ltd. 2.1
  • Bharti Airtel Ltd. 2
  • PI Industries Ltd. 1.9
  • Sectors %
  • Banks20.2
  • Automobiles13.4
  • Internet and Technology7.3
  • Finance5.3
  • Petroleum Products4.2

Fund House