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EquityLarge-Cap

Union Largecap Fund Direct Growth

3Y Annualised

17.18%

0.08% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.49%

0.08% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

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

This Fund

4 years 4 months

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹465.30 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 28 Jun 2019
SB
Sanjay BembalkarFund Manager Since 7 Jun 2021

About Union Largecap Fund Direct Growth

Union Largecap Fund Direct Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 8 years, having been launched on 2017-05-17. Union Largecap Fund Direct Growth has ₹465.30 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of Union Largecap Fund Direct Growth as of Wed Jul 16 2025 is ₹25.15. The fund has an expense ratio of 1.45%, which is medium comparable to most other Equity funds.

Union Largecap Fund Direct Growth returns for the last 1 year are 0.48%. Since launch, it has delivered 11.96% average annual returns.

The Union Largecap Fund Direct Growth has the majority of its money invested in Financial Services, Energy, Communication Services, Technology, Industrials, Consumer Defensive sectors.

Top 5 Holdings of Union Largecap Fund Direct Growth.

  1. HDFC Bank Ltd: 9.37%
  2. ICICI Bank Ltd: 7.34%
  3. Reliance Industries Ltd: 7.07%
  4. Bharti Airtel Ltd: 4.36%
  5. Infosys Ltd: 4.32%

AMC Information

NameUnion Asset Management Co. Pvt. Ltd.
Founding Date2017-05-17
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 Largecap Fund Direct 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

₹0

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₹1,000+ cr

AUM

1+ Lac

Investors

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