UNION LARGE AND MIDCAP FUND REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Large & MidCap
6M returns
10.98 %
Current NAV
25.98
1M3M6M1Y3Y5YALL
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Min. SIP
1000
AUM
₹ 833.9 Cr

Return Calculator

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

Investment distribution

ICICI Bank4.2 %
HDFC Bank4.0 %
Infosys2.4 %
Others2.3 %
Max Financial Services2.1 %
ITC2.0 %

Fund Manager

HB
Hardick Bora
SB
Sanjay Bembalkar
VM
Vinod Malviya

Fund Information

Launched
12 Dec 2019(4 years ago)
Expense ratio2.27000000%
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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