Union Large & Midcap Fund
Large & MidCapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹27.60+0.95%1 day
- Return since launch
- 15.6%
- 52-week range
- ₹23.00 — ₹27.73
- AUM
- ₹969 Cr
Union Large & Midcap Fund is a Large & MidCap equity fund from Union Mutual Fund with ₹969 Cr under management, launched in 2019. Over three years it has returned 8.2% a year, against 13.5% for its category. The expense ratio is 2.57% and the SEBI riskometer reading is Very High.
Performance
Union Large & Midcap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +5.5% against -1.4% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 11.9% | +9.4 pts | 2.4% | 4.3% |
| 2Y | 8.8% | +2.8 pts | 6.0% | 3.5% |
| 3Y | 8.2% | −5.3 pts | 13.5% | 5.0% |
| 5Y | 11.5% | +0.6 pts | 10.9% | 10.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 5.8% | −0.2 pts | 6.0% | 6.1% |
| 3M | 0.2% | +1.4 pts | -1.2% | -1.5% |
| 6M | 7.3% | +2.7 pts | 4.6% | 3.7% |
| 1Y | 5.7% | +3.3 pts | 2.4% | -1.1% |
| 2Y | 5.6% | +2.0 pts | 3.6% | 2.1% |
| 3Y | 12.4% | −1.1 pts | 13.5% | 12.1% |
| 5Y | 9.5% | −1.4 pts | 10.9% | 10.0% |
Since launch (15 Nov 2019): 15.6%
Calendar-year returns
Category average24.1%
38.7%
-3.2%
26.6%
20.4%
2.2%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 2.2% | −3.2 pts | 5.4% |
| 2024 | 20.4% | −4.6 pts | 25.0% |
| 2023 | 26.6% | −4.8 pts | 31.4% |
| 2022 | -3.2% | −6.2 pts | 3.0% |
| 2021 | 38.7% | −0.4 pts | 39.1% |
| 2020 | 24.1% | +6.5 pts | 17.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.55%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.92%
- Brokerage
- 0.08%
- Transaction charges
- 0.01%
- Statutory levies
- 0.54%
- Exit load
- Exit load of 1%, if redeemed within 15 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty Large Midcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 1.62 | 6.58 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.95 | 1.07 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.39 | 0.63 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.45 | 0.83 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 15.60 | 18.21 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Union Large & Midcap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity98.2%
- Debt0.1%
- Other1.7%
Market cap split
- Large44.8%
- Mid42.0%
- Small13.2%
- P/E
- 34.93
- P/B
- 4.42
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 4.84% | ₹46.93 Cr | +3.62% | +3.20% | +3.45% |
| HDFC Bank Ltd. | Financial | 2.86% | ₹27.67 Cr | +3.63% | +3.47% | +5.32% |
| INDO-MIM Ltd. | Capital Goods | 2.64% | ₹25.62 Cr | — | — | — |
| One 97 Communications Ltd. | Services | 2.49% | ₹24.17 Cr | +1.51% | +1.33% | +0.97% |
| Bharti Airtel Ltd. | Communication | 2.32% | ₹22.51 Cr | +2.46% | +2.18% | +2.46% |
| Eternal Ltd. | Services | 2.28% | ₹22.13 Cr | +1.26% | +1.06% | +2.17% |
| Axis Bank Ltd. | Financial | 2.20% | ₹21.31 Cr | +1.69% | +1.06% | +0.94% |
| JSW Infrastructure Ltd. | Services | 2.07% | ₹20.04 Cr | +1.88% | +0.61% | +0.88% |
| Jindal Steel Ltd. | Metals & Mining | 2.01% | ₹19.49 Cr | +1.41% | +1.72% | +1.50% |
| Shriram Finance Ltd | Financial | 2.00% | ₹19.36 Cr | +2.13% | +2.66% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 1.98% | ₹19.14 Cr | +0.85% | +0.83% | — |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 1.86% | ₹18.00 Cr | +2.08% | +1.52% | +2.24% |
| Solar Industries India Ltd. | Chemicals | 1.84% | ₹17.81 Cr | +2.04% | +1.53% | +0.84% |
| Ajanta Pharma Ltd. | Healthcare | 1.81% | ₹17.54 Cr | +1.72% | +1.63% | — |
| UNO Minda Ltd. | Automobile | 1.79% | ₹17.31 Cr | +1.41% | +0.61% | +1.38% |
| The Phoenix Mills Ltd. | Construction | 1.74% | ₹16.88 Cr | +1.76% | +1.57% | +0.89% |
| Others | Others | 1.73% | ₹16.96 Cr | -0.96% | -0.79% | -0.58% |
| Max Financial Services Ltd. | Financial | 1.70% | ₹16.43 Cr | +2.29% | +2.50% | +1.83% |
| JSW Energy Ltd. | Capital Goods | 1.65% | ₹16.00 Cr | +1.95% | +1.25% | +0.93% |
| Divi's Laboratories Ltd. | Healthcare | 1.58% | ₹15.33 Cr | +1.12% | +1.18% | +0.44% |
| Fortis Healthcare Ltd. | Healthcare | 1.57% | ₹15.25 Cr | +1.96% | +1.89% | +1.45% |
| LG Electronics India Ltd. | Consumer Discretionary | 1.53% | ₹14.83 Cr | +1.38% | +1.49% | — |
| Bharat Heavy Electricals Ltd. | Capital Goods | 1.52% | ₹14.71 Cr | +1.52% | — | — |
| Sai Life Sciences Ltd. | Healthcare | 1.51% | ₹14.63 Cr | +1.23% | +1.12% | — |
| The Federal Bank Ltd. | Financial | 1.51% | ₹14.66 Cr | +2.52% | +3.09% | +1.27% |
| Reliance Industries Ltd. | Energy | 1.50% | ₹14.56 Cr | +2.58% | +3.59% | +3.10% |
| Navin Fluorine International Ltd. | Chemicals | 1.46% | ₹14.10 Cr | +1.36% | +1.27% | +0.68% |
| Sona BLW Precision Forgings Ltd. | Automobile | 1.46% | ₹14.10 Cr | — | — | — |
| Mphasis Ltd. | Technology | 1.44% | ₹13.95 Cr | +1.17% | +1.29% | +1.10% |
| Larsen & Toubro Ltd. | Construction | 1.40% | ₹13.52 Cr | +1.54% | +1.85% | +2.06% |
| APL Apollo Tubes Ltd. | Metals & Mining | 1.37% | ₹13.25 Cr | +1.12% | +1.41% | — |
| FSN E-Commerce Ventures Ltd. | Services | 1.37% | ₹13.30 Cr | +1.43% | +1.26% | +1.41% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.37% | ₹13.32 Cr | +1.32% | +1.39% | +1.49% |
| Marico Ltd. | Consumer Staples | 1.32% | ₹12.76 Cr | +1.41% | +1.43% | +1.01% |
| Apar Industries Ltd. | Consumer Staples | 1.30% | ₹12.56 Cr | +1.17% | +0.86% | — |
| GE Vernova T&D India Ltd | Capital Goods | 1.21% | ₹11.75 Cr | +1.51% | +1.29% | +1.38% |
| Maruti Suzuki India Ltd. | Automobile | 1.19% | ₹11.55 Cr | +2.17% | +1.36% | +2.24% |
| State Bank of India | Financial | 1.19% | ₹11.57 Cr | +1.84% | +2.65% | +1.04% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 1.18% | ₹11.47 Cr | +1.12% | +1.16% | +1.03% |
| Aether Industries Ltd. | Chemicals | 1.17% | ₹11.33 Cr | +0.85% | +0.61% | — |
| Ujjivan Small Finance Bank Ltd. | Financial | 1.17% | ₹11.38 Cr | +1.51% | +1.49% | — |
| Interglobe Aviation Ltd. | Services | 1.16% | ₹11.21 Cr | +1.31% | — | +0.63% |
| Nippon Life India Asset Management Ltd. | Financial | 1.16% | ₹11.24 Cr | +1.26% | +1.20% | — |
| Info Edge (India) Ltd. | Services | 1.13% | ₹10.92 Cr | — | +1.11% | +1.38% |
| Gabriel India Ltd. | Automobile | 1.05% | ₹10.14 Cr | +1.45% | +1.32% | +1.66% |
| Aditya Birla Capital Ltd. | Financial | 1.02% | ₹9.84 Cr | — | — | — |
| AIA Engineering Ltd. | Metals & Mining | 0.98% | ₹9.46 Cr | +0.87% | +0.43% | — |
| Cummins India Ltd. | Capital Goods | 0.98% | ₹9.46 Cr | +1.17% | +1.07% | +1.76% |
| Tata Consumer Products Ltd. | Consumer Staples | 0.96% | ₹9.34 Cr | +1.32% | +1.44% | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 0.95% | ₹9.17 Cr | +0.49% | — | +1.66% |
| Aarti Industries Ltd. | Chemicals | 0.94% | ₹9.07 Cr | +0.91% | +0.75% | — |
| Varun Beverages Ltd. | Consumer Staples | 0.94% | ₹9.08 Cr | +0.79% | — | — |
| LTM Limited | Technology | 0.92% | ₹8.90 Cr | +0.42% | +0.55% | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.90% | ₹8.76 Cr | +1.02% | +1.27% | — |
| Zydus Lifesciences Ltd. | Healthcare | 0.87% | ₹8.42 Cr | — | — | — |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.84% | ₹8.10 Cr | +1.26% | — | +1.07% |
| Grindwell Norton Ltd. | Metals & Mining | 0.83% | ₹8.03 Cr | +0.70% | — | — |
| ABB India Ltd. | Capital Goods | 0.82% | ₹7.93 Cr | +1.30% | — | — |
| Acutaas Chemicals Ltd. | Healthcare | 0.79% | ₹7.66 Cr | +1.18% | +1.74% | +0.79% |
| ICICI Prudential Asset Management Company Ltd. | Financial | 0.79% | ₹7.61 Cr | +0.83% | +1.12% | — |
| RBL Bank Ltd. | Financial | 0.79% | ₹7.66 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 0.79% | ₹7.62 Cr | — | — | — |
| Bajaj Finance Ltd. | Financial | 0.78% | ₹7.53 Cr | +0.82% | +0.76% | +1.74% |
| Schaeffler India Ltd. | Capital Goods | 0.70% | ₹6.82 Cr | +0.76% | +0.81% | — |
| Persistent Systems Ltd. | Technology | 0.63% | ₹6.07 Cr | +0.52% | +0.67% | +0.61% |
| BSE Ltd. | Services | 0.58% | ₹5.66 Cr | +0.85% | +0.61% | — |
| Coforge Ltd. | Technology | 0.51% | ₹4.90 Cr | +0.46% | — | +0.71% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.51% | ₹4.95 Cr | — | — | — |
| Infosys Ltd. | Technology | 0.51% | ₹4.98 Cr | +0.73% | +1.05% | +1.64% |
| Shiprocket Ltd. | Technology | 0.50% | ₹4.82 Cr | — | — | — |
| Tata Motors Ltd. | Automobile | 0.50% | ₹4.81 Cr | +0.50% | +1.36% | — |
| JK Cement Ltd. | Materials | 0.49% | ₹4.76 Cr | +0.53% | +1.46% | +1.17% |
| Hindustan Copper Ltd. | Metals & Mining | 0.44% | ₹4.25 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 0.42% | ₹4.11 Cr | +0.36% | +1.53% | +1.41% |
| CarTrade Tech Ltd. | Services | 0.39% | ₹3.77 Cr | — | — | — |
| Hindustan Zinc Ltd. | Metals & Mining | 0.38% | ₹3.68 Cr | — | — | — |
| Aegis Vopak Terminals Ltd. | Energy | 0.28% | ₹2.71 Cr | +0.70% | — | — |
| Prestige Estates Projects Ltd. | Construction | 0.23% | ₹2.22 Cr | — | — | +0.93% |
| Kei Industries Ltd. | Capital Goods | 0.19% | ₹1.86 Cr | +1.13% | +0.45% | +1.28% |
| Bharat Electronics Ltd. | Capital Goods | 0.16% | ₹1.57 Cr | +1.84% | +2.08% | +2.07% |
| Reserve Bank of India | Financial | 0.03% | ₹0.26 Cr | +0.03% | +0.60% | +0.03% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Kei Industries Ltd. | 1.14% | 0.19% | -0.95% |
| Coforge Ltd. | 1.40% | 0.51% | -0.89% |
| INDO-MIM Ltd. | 1.77% | 2.64% | +0.87% |
| Zydus Lifesciences Ltd. | 0.00% | 0.87% | +0.87% |
| RBL Bank Ltd. | 0.00% | 0.79% | +0.79% |
| Tech Mahindra Ltd. | 0.00% | 0.79% | +0.79% |
| ABB India Ltd. | 1.34% | 0.82% | -0.52% |
| HDFC Life Insurance Co Ltd. | 0.00% | 0.51% | +0.51% |
| Ujjivan Small Finance Bank Ltd. | 1.67% | 1.17% | -0.50% |
| Max Financial Services Ltd. | 2.16% | 1.70% | -0.46% |
| Prestige Estates Projects Ltd. | 0.64% | 0.23% | -0.41% |
| Bharat Electronics Ltd. | 0.57% | 0.16% | -0.41% |
| CarTrade Tech Ltd. | 0.00% | 0.39% | +0.39% |
| Cipla Ltd. | 0.36% | 0.00% | -0.36% |
| State Bank of India | 1.52% | 1.19% | -0.33% |
| Maruti Suzuki India Ltd. | 1.51% | 1.19% | -0.32% |
| The Federal Bank Ltd. | 1.79% | 1.51% | -0.28% |
| GE Vernova T&D India Ltd | 0.96% | 1.21% | +0.25% |
| ICICI Bank Ltd. | 5.07% | 4.84% | -0.23% |
| One 97 Communications Ltd. | 2.26% | 2.49% | +0.23% |
| Cholamandalam Investment and Finance Company Ltd. | 1.06% | 0.84% | -0.22% |
| BSE Ltd. | 0.36% | 0.58% | +0.22% |
| LTM Limited | 0.71% | 0.92% | +0.21% |
| Fortis Healthcare Ltd. | 1.76% | 1.57% | -0.19% |
| JSW Infrastructure Ltd. | 1.88% | 2.07% | +0.19% |
| Aditya Birla Capital Ltd. | 1.19% | 1.02% | -0.17% |
| Shriram Finance Ltd | 2.15% | 2.00% | -0.15% |
| Axis Bank Ltd. | 2.06% | 2.20% | +0.14% |
| HDFC Bank Ltd. | 2.72% | 2.86% | +0.14% |
| Sai Life Sciences Ltd. | 1.38% | 1.51% | +0.13% |
| The Phoenix Mills Ltd. | 1.63% | 1.74% | +0.11% |
| Varun Beverages Ltd. | 0.83% | 0.94% | +0.11% |
| Ajanta Pharma Ltd. | 1.71% | 1.81% | +0.10% |
| LG Electronics India Ltd. | 1.43% | 1.53% | +0.10% |
| Mphasis Ltd. | 1.54% | 1.44% | -0.10% |
| Sona BLW Precision Forgings Ltd. | 1.36% | 1.46% | +0.10% |
| Amber Enterprises India Ltd. | 0.98% | 0.90% | -0.08% |
| Dixon Technologies (India) Ltd. | 1.02% | 0.95% | -0.07% |
| UNO Minda Ltd. | 1.86% | 1.79% | -0.07% |
| Acutaas Chemicals Ltd. | 0.73% | 0.79% | +0.06% |
| ICICI Prudential Asset Management Company Ltd. | 0.73% | 0.79% | +0.06% |
| Aether Industries Ltd. | 1.11% | 1.17% | +0.06% |
| FSN E-Commerce Ventures Ltd. | 1.43% | 1.37% | -0.06% |
| Jindal Steel Ltd. | 1.95% | 2.01% | +0.06% |
| APL Apollo Tubes Ltd. | 1.32% | 1.37% | +0.05% |
| Divi's Laboratories Ltd. | 1.53% | 1.58% | +0.05% |
| Infosys Ltd. | 0.56% | 0.51% | -0.05% |
| Nippon Life India Asset Management Ltd. | 1.21% | 1.16% | -0.05% |
| Eternal Ltd. | 2.23% | 2.28% | +0.05% |
| Solar Industries India Ltd. | 1.89% | 1.84% | -0.05% |
| AIA Engineering Ltd. | 0.94% | 0.98% | +0.04% |
| Aarti Industries Ltd. | 0.98% | 0.94% | -0.04% |
| Aegis Vopak Terminals Ltd. | 0.24% | 0.28% | +0.04% |
| Apar Industries Ltd. | 1.26% | 1.30% | +0.04% |
| Bharti Airtel Ltd. | 2.28% | 2.32% | +0.04% |
| Multi Commodity Exchange Of India Ltd. | 1.94% | 1.98% | +0.04% |
| Reliance Industries Ltd. | 1.54% | 1.50% | -0.04% |
| Tata Consumer Products Ltd. | 1.00% | 0.96% | -0.04% |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.22% | 1.18% | -0.04% |
| Others | -0.41% | -0.37% | +0.04% |
| Bajaj Finance Ltd. | 0.82% | 0.78% | -0.04% |
| CG Power and Industrial Solutions Ltd. | 1.90% | 1.86% | -0.04% |
| Info Edge (India) Ltd. | 1.16% | 1.13% | -0.03% |
| Larsen & Toubro Ltd. | 1.43% | 1.40% | -0.03% |
| Tata Motors Ltd. | 0.53% | 0.50% | -0.03% |
| Grindwell Norton Ltd. | 0.80% | 0.83% | +0.03% |
| Bharat Heavy Electricals Ltd. | 1.54% | 1.52% | -0.02% |
| Cummins India Ltd. | 1.00% | 0.98% | -0.02% |
| Gabriel India Ltd. | 1.07% | 1.05% | -0.02% |
| Hindustan Copper Ltd. | 0.46% | 0.44% | -0.02% |
| JK Cement Ltd. | 0.47% | 0.49% | +0.02% |
| company:20133 | 0.02% | 0.00% | -0.02% |
| Marico Ltd. | 1.31% | 1.32% | +0.01% |
| Schaeffler India Ltd. | 0.69% | 0.70% | +0.01% |
| Shiprocket Ltd. | 0.49% | 0.50% | +0.01% |
| TVS Motor Company Ltd. | 0.43% | 0.42% | -0.01% |
| Torrent Pharmaceuticals Ltd. | 1.38% | 1.37% | -0.01% |
| Hindustan Zinc Ltd. | 0.38% | 0.38% | 0.00% |
| Interglobe Aviation Ltd. | 1.16% | 1.16% | 0.00% |
| JSW Energy Ltd. | 1.65% | 1.65% | 0.00% |
| Navin Fluorine International Ltd. | 1.46% | 1.46% | 0.00% |
| Persistent Systems Ltd. | 0.63% | 0.63% | 0.00% |
| Reserve Bank of India | 0.03% | 0.03% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,985 Cr | 2.05% | 11.5% | 10.6% | 16.1% |
 Bandhan Large & Mid Cap Fund | ₹20,650 Cr | 2.25% | 5.6% | 7.9% | 14.9% |
 Motilal Oswal Large and Midcap Fund | ₹19,832 Cr | 1.79% | 13.3% | 12.3% | 18.5% |
 Invesco India Large & Mid Cap Fund | ₹12,439 Cr | 1.85% | 20.3% | 14.9% | 18.9% |
 UTI Large & Mid Cap Fund | ₹6,220 Cr | 1.96% | 4.1% | 6.7% | 13.1% |
 HSBC Large and Mid Cap Fund | ₹5,784 Cr | 2.40% | 14.4% | 11.2% | 15.2% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment 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.
Fund managers
- Pratik DharmshiMr. Dharmshi has done B. Com & CAPrior 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.
- Vinod MalviyaMr. Malviya has done Bachelors of Management Studies, Masters in Financial Management and CFA (Level-III cleared)Prior to joining Union Mutual Fund, he was associated with Florintree Advisors Pvt. Ltd., East India Securities Ltd. and Amit Nalin Securities Pvt. Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months7.27% absolute | ₹60,000 | ₹64,362 | 7.27% | |
| 1 year5.67% annualised | ₹1,20,000 | ₹1,23,750 | 3.13% | |
| 3 years12.39% annualised | ₹3,60,000 | ₹4,37,827 | 21.62% | |
| 5 years9.49% annualised | ₹6,00,000 | ₹7,70,063 | 28.34% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Union Large & Midcap Fund?
The NAV of Union Large & Midcap Fund is ₹27.60 as on 9 Nov 2026.
What is the expense ratio of Union Large & Midcap Fund?
The expense ratio of Union Large & Midcap Fund is 2.57% per year.
What is the minimum SIP amount for Union Large & Midcap Fund?
You can start a SIP in Union Large & Midcap Fund with ₹3,000 a month.
What returns has Union Large & Midcap Fund given?
Union Large & Midcap Fund has returned 11.9% over 1 year, 8.2% over 3 years and 11.5% over 5 years (annualised).
Is there a lock-in or exit load on Union Large & Midcap Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 15 days..
How risky is Union Large & Midcap Fund?
Union Large & Midcap Fund is rated Very High on the SEBI riskometer and belongs to the Large & MidCap category.
Which fund house manages Union Large & Midcap Fund?
Union Large & Midcap Fund is managed by Union Mutual Fund, which runs 30 schemes with ₹28,977 Cr under management.