Union Large & Midcap Fund does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 12.20% | -1.86% |
| 2 Year Return | 36.74% | 11.61% |
| 3 Year Return | 59.84% | 32.10% |
| 4 Year Return | 142.56% | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 1.93% | - |
AMC: UNION
Category: Equity • Large & Mid Cap
Launch Date: 15 Nov 2019
Fund Manager: Mr. Pratik Dharmshi
Minimum Purchase: ₹1,000
Exit Load: 1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Lock-in: 0
Risk: Moderate Risk
Union Large & Midcap Fund is managed by UNION and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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