Union Large & Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Large & Midcap Growth Direct Plan

NAV
₹23.2700
+0.13%
(19 Apr)
AUM
706 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.2%
+54.6%
+49.0%
+46.4%
+40.4%
+37.4%
3Y
+32.0%
+27.6%
+27.4%
+28.0%
+21.2%
+20.8%
5Y
+26.9%
NA
+21.1%
+21.6%
+17.9%
NA
ALL
+21.3%
+25.6%
+14.3%
+17.2%
+15.4%
+21.3%
VOL
16.7%
19.0%
16.5%
15.6%
-
17.9%
TER
0.8%
0.5%
0.8%
0.8%
-
0.9%
AUM
₹2,110 Cr
₹3,663 Cr
₹17,314 Cr
₹12,307 Cr
-
₹706 Cr
INFO
1.28
1.35
0.87
1.10
-
1.19
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Large & Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Treps
7.0%
Reliance Industries Ltd
4.6%
ICICI Bank Ltd
3.7%
HDFC Bank Ltd
3.6%
Tata Motors Ltd Class A
2.9%
Larsen & Toubro Ltd
2.5%
State Bank of India
2.4%
Bharti Airtel Ltd
2.4%
Sun Pharmaceuticals Industries Ltd
2.1%
Cummins India Ltd
2.0%
Top industry exposure
Financial Services
21.2%
Consumer Cyclical
14.4%
Industrials
14.3%
Healthcare
9.7%
Energy
7.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
129%
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The investment objective of the scheme is to seek to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked securities of large cap and mid cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved.
Fund manager(s)
Hardick Bora
Sanjay Bembalkar

FAQs