Union Large & Midcap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Large & Midcap Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹1,018 Cr
N/A
2.55
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Nifty Large Midcap 250 Total Return
Union Large & Midcap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.82 | -1.15 | 2.98 |
| 6M | 11.50 | 3.56 | 18.80 |
| 1Y | 1.91 | 3.74 | 40.44 |
| 3Y | 10.42 | 13.66 | 87.68 |
Portfolio Analysis
- Equity: 98.64%
- Debt: 1.36%
- Others
About Fund Union Large & Midcap Fund Growth
Union Large & Midcap Fund Growth managed by Union Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹1,018 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.55. Under the expert guidance of Pratik Dharmshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Pratik Dharmshi
Mr. Pratik Dharmshi has done B. Com & CA. Prior to joining Union AMC, he was associated with UTI Pension Fund Limited, Safe Enterprises, Girik Capital, Edelweiss AMC, JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Large & Midcap Fund Growth | 4 | 42,335 CR | 1.65 |
| HDFC Large & Mid Cap Fund - Growth | 3 | 30,294 CR | 1.6 |
| Union Large & Midcap Fund Growth | 1 | 1,017 CR | 2.55 |
| Principal Emerging Bluechip Fund Growth | 4 | 3,124 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Large & Midcap Fund Growth | -1.4943 | 34.4048 |
| This FundHDFC Large & Mid Cap Fund - Growth | -3.251 | 34.4389 |
| This FundUnion Large & Midcap Fund Growth | 1.9148 | 34.6412 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
Union Large & Midcap Fund Growth FAQs
- 1 Month : -4.82%
- 6 Months : 11.50%
- 1 Year : 1.91%
- 3 Years : 10.42%
