3 Year return
16.15%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹847.32 Cr.
Expense Ratio
0.94% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Union Mutual Fund Managers
VP
Vinay Paharia
Fund Manager since Mar 2024
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Large and Midcap Fund |
29.71% |
0 |
Bandhan Core Equity Fund |
25.36% |
3.5 |
Quant Large and Mid Cap Fund |
22.3% |
4 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Equity . Sectoral / Thematic
Union Active Momentum Fund Direct Plan Growth
Equity . Sectoral / Thematic
Union Active Momentum Fund Direct Plan IDCW Payout
Equity . Sectoral / Thematic
Union Active Momentum Fund Direct Plan IDCW Reinvestment
About Union Large and Midcap Fund Direct Plan Growth
Union Large and Midcap Fund, managed by Union Mutual Fund, falls within the category of large and midcap funds, aiming to provide growth potential through investments in both large and mid-sized companies. This direct plan offers a growth option, allowing your investment to appreciate without dividend payouts. The fund maintains an expense ratio that is slightly higher than the category average.
Investment Objective of the Scheme
The scheme's primary objective is to offer investors growth potential by investing in a mix of large and mid-sized companies. Union Large and Midcap Fund Direct Plan Growth aims to achieve this by selecting companies that display strong growth prospects across market capitalisations. The fund focuses on generating capital appreciation over the long term while benefiting from a diversified portfolio.
Key Features of The Fund
5-year return | 21.83% |
Expense Ratio | 0.94% |
Fund Manager | Vinay Paharia |
Fund Size | ₹847.32 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you're interested in a balanced exposure to both large and mid-sized companies, Union Large and Midcap Fund Direct Plan Growth could be a suitable choice. This fund caters to individuals seeking growth potential while maintaining a diversified portfolio. Consider your financial goals and risk tolerance before considering this fund. Consulting financial experts can provide personalised guidance for well-informed decisions.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest With Confidence, Choose the Right SIP
FAQs
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What is the minimum SIP amount to invest in Union Large and Midcap Fund?
How do I invest in Union Large and Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Large and Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Large and Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Large and Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.