Union Large And Midcap Fund Regular Plan - Growth

NORMAL RISK
Equity
Equity: Large & MidCap
6M returns
-12.80 %
Current NAV
22.90
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Min. SIP
1000
AUM
₹ 745.3 Cr

Return Calculator

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

Investment distribution

HDFC Bank6.5 %
ICICI Bank4.6 %
Others3.7 %
Reliance Industries2.7 %
Bharti Airtel2.5 %
Infosys2.4 %

Fund Manager

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

Fund Information

Launched
12 Dec 2019(5 years ago)
Expense ratio2.38%
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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