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Union Large & Midcap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
13 Dec 2019
5.8 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹27.88
-0.6415% (-0.10)
AUM
₹887 Cr
Expense ratio
0.94%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
1%
If units sold after 15D
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Healthcare
Fund House
Union
Inc: 02 Sep 2010 • Total AUM: ₹23,951 Cr • Rank #27Union Asset Management Company Private Limited is the asset management company (AMC) for Union Mutual Fund. It was established in December 2009 as a subsidiary of Union Bank of India. Initially, it was a joint venture with KBC Asset Management, but Union Bank of India later became the sole owner in 2017
Fund Managers
Vinod Malviya
Experience: 2.65 yrs • Total AUM: 40,386 Cr
Pratik Dharmshi
Experience: yrs • Total AUM: 34,939 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
21.81%
Expense ratio
0.85%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.27%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.41%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.11%
Expense ratio
0.6%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
15.29%
Expense ratio
0.64%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.