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EquityLarge & Mid-Cap

Union Large & Midcap Fund Regular Growth

3Y Annualised

18.44%

-0.78% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.04%

-0.78% 1D

Benchmark

HDFC NIFTY 500 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

4 years 1 months

NIFTY 50

4 years 6 months

FD

9 years 7 months

Fund info

Fund size

₹865.64 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹1000

Exit load

0.01%

1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.

Risk Profile

Very High Risk

Fund Managers

VP
Vinay PahariaFund Manager Since 13 Dec 2019
HB
Hardick BoraFund Manager Since 17 Dec 2019

About Union Large & Midcap Fund Regular Growth

Union Large & Midcap Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 5 years, having been launched on 2019-12-13. Union Large & Midcap Fund Regular Growth has ₹865.64 Cr worth of assets under management (AUM) as of Sat Jul 12 2025. The latest Net Asset Value (NAV) of Union Large & Midcap Fund Regular Growth as of Fri Jul 11 2025 is ₹25.57. The fund has an expense ratio of 2.27%, which is medium comparable to most other Equity funds.

Union Large & Midcap Fund Regular Growth returns for the last 1 year are 1.67%. Since launch, it has delivered 18.27% average annual returns.

The Union Large & Midcap Fund Regular Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Industrials, Technology sectors.

Top 5 Holdings of Union Large & Midcap Fund Regular Growth.

  1. HDFC Bank Ltd: 5.43%
  2. ICICI Bank Ltd: 3.73%
  3. Reliance Industries Ltd: 3.44%
  4. Bharti Airtel Ltd: 2.66%
  5. Bharat Electronics Ltd: 2.63%

AMC Information

NameUnion Asset Management Co. Pvt. Ltd.
Founding Date2019-12-13
Emailinvestorcare@unionmf.com
Phone+91 022 67483333
Websitewww.unionmf.com/
AddressUnion Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Tax Implications of Union Large & Midcap Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Union Asset Management Co. Pvt. Ltd.

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Estimated Returns in 3 Years

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Total Amount

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₹1,000+ cr

AUM

1+ Lac

Investors

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