swaraj_finpro

Union Large & Midcap Fund - Regular Plan - Growth Option

Fund House:
Union Mutual Fund
Category:
Equity: Large and Mid Cap
Status:
Open Ended Schemes
Launch Date:
06-12-2019
ISIN Number:
INF582M01GD4
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
847.55
Nav (20-12-2024)
25.43
CAGR Since Inception:
20.34
Benchmark:
NIFTY Large Midcap 250 TRI
Expense Ratio (30-11-2024)::
2.28 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 15 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Union Large & Midcap Fund - Regular Plan - Growth Option 22.85 22.02 15.79 20.26 0
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 49.54 41.14 29.36 26.87 0
HSBC Large & Mid Cap Fund - Regular Growth 42.41 33.75 22.78 22.18 0
Invesco India Large & Mid Cap Fund - Growth 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 31.32 27.35 19.77 0 0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 30.71 25.62 18.15 19.11 0
Nippon India Vision Fund-Growth Plan-Growth Option 30.17 28.7 22 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 29.89 23.76 17.36 21.28 16.67
Fund Manager
Hardick Bora, Vinod Malviya:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Union Large & Midcap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Large and Mid Cap
CAGR since inception 20.34% 13.95% 15.92%
1 Year 22.85% 12.84% 27.50%
3 Year 15.79% 13.73% 19.64%
5 Year 20.26% 15.28% 21.12%
10 Year 0.00% 12.46% 14.91%
Nav / Index Value as on2024-12-22 847.55% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Debt 0.04
Cash & Cash Equivalents 1.86
Equity 98.1
Company Holding
HDFC BANK LIMITED 5.51
ICICI BANK LIMITED 4.17
INFOSYS LIMITED 2.47
STATE BANK OF INDIA 2.19
COFORGE LIMITED 2.05
MAX FINANCIAL SERVICES LIMITED 2.04
BHARTI AIRTEL LIMITED 1.99
ITC LIMITED 1.91
INFO EDGE INDIA LIMITED 1.88
MAX HEALTHCARE INSTITUTE LIMITED 1.79
FAQ's of Union Large & Midcap Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Union Mutual Fund ?

To calculate the Union Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
Union Large & Midcap Fund - Regular Plan - Growth Option plan
Union Large & Midcap Fund - Regular Plan - Growth Option nav
Union Large & Midcap Fund - Regular Plan - Growth Option equity fund
Union Large & Midcap Fund - Regular Plan - Growth Option schemes
Union Large & Midcap Fund - Regular Plan - Growth Option returns
Union Large & Midcap Fund - Regular Plan - Growth Option statement
Union Large & Midcap Fund - Regular Plan - Growth Option