Union Largecap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Largecap Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹437 Cr
N/A
2.56
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
BSE 100 Total Return
Union Largecap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.36 | -1.09 | 16.99 |
| 6M | 2.48 | 4.06 | 16.46 |
| 1Y | -5.55 | 4.28 | 16.73 |
| 3Y | 5.70 | 13.86 | 87.46 |
Portfolio Analysis
- Equity: 98.94%
- Debt: 1.06%
- Others
About Fund Union Largecap Fund Growth
Union Largecap Fund Growth managed by Union Mutual Fund,is a Large-capscheme with Assets Under Management of ₹437 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.56. 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 |
|---|---|---|---|
| UTI Large Cap Fund Growth | 1 | 12,189 CR | 1.84 |
| Mahindra Manulife Large Cap Fund Growth | 2 | 695 CR | 2.63 |
| Union Largecap Fund Growth | 1 | 437 CR | 2.56 |
| IDBI India Top 100 Equity Fund Growth | 3 | 654 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Large Cap Fund Growth | -7.0652 | 17.5026 |
| This FundMahindra Manulife Large Cap Fund Growth | -7.4791 | 17.9178 |
| This FundUnion Largecap Fund Growth | -5.5532 | 18.084 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
Union Largecap Fund Growth FAQs
- 1 Month : -6.36%
- 6 Months : 2.48%
- 1 Year : -5.55%
- 3 Years : 5.70%
