Union Large And Midcap Fund Regular Plan - Growth

NORMAL RISK
Equity
Equity: Large & MidCap
6M returns
-3.78 %
Current NAV
25.21
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Min. SIP
1000
AUM
₹ 865.6 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

HDFC Bank6.2 %
ICICI Bank3.9 %
Reliance Industries3.4 %
Bharat Electronics2.9 %
Bharti Airtel2.6 %
Others2.5 %

Fund Manager

HB
Hardick Bora
PD
Pratik Dharmshi
SB
Sanjay Bembalkar
VM
Vinod Malviya

Fund Information

Launched
12 Dec 2019(5 years ago)
Expense ratio2.27%
Exit LoadExit load of 1%, if redeemed within 15 days.
Benchmark index
NIFTY Large Midcap 250 TRI100%
BSE 250 Large MidCap TRI100%

Fund 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.

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