3 Year return
16.98%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹335.49 Cr.
Expense Ratio
1.68% (inclusive of GST)
Exit Load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
Union Mutual Fund Managers
VP
Vinay Paharia
Fund Manager since Jan 2024
Fund House Details
Union Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Large Cap Fund Direct Annual IDCW Payout |
22.15% |
1.5 |
JM Large Cap Fund Direct Quarterly IDCW Payout |
22.15% |
1.5 |
JM Large Cap Fund Direct Half Yearly IDCW Payout |
22.15% |
1.5 |
Schemes by Union Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
Union Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
Union Arbitrage Fund Direct Plan Growth
About Union Largecap Fund Direct Plan Growth
The Union Largecap Fund Direct Plan Growth is managed by Union Asset Management Company, a well-known name in the mutual fund industry. This fund falls under the category of large-cap funds, which means it primarily invests in the stocks of well-established and financially strong companies with a large market capitalization. These companies are generally considered more stable and have a proven track record.
Investment Objectives of the Scheme
The main objective of the Union Largecap Fund Direct Plan Growth is to generate long-term capital appreciation by investing primarily in the equity and equity-related instruments of large-cap companies. The fund aims to achieve this by selecting stocks that have the potential to grow over the long term while managing risk through diversification.
Key Features of The Fund
5-year return | 16.02% |
Expense Ratio | 1.68% |
Fund Manager | Vinay Paharia |
Fund Size | ₹335.49 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Union Largecap Fund Direct Plan Growth can be suitable for investors who are looking for a balanced combination of stability and growth potential in their investment portfolio. If you're willing to stay invested for the long term and want exposure to established companies that have historically shown resilience and consistent performance, this fund could align with your investment goals. It's also a good option for those who prefer professional management and don't want to worry about individual stock selection.
AMC Contact Details
Name | Union Mutual Fund |
Launch Date | 23rd March 2011 |
Addresss | Unit 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 |
Contact | (022) 6748 3300 |
investorcare@unionmf.com | |
Website | https://www.unionmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
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What is the minimum SIP amount to invest in Union Largecap Fund?
How do I invest in Union Largecap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Union Largecap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Union Largecap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Union Largecap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.