Union Large & Midcap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

2 Value Research

NAV( 15 Sep 2025)

₹ 26.05
3.13%

Union Large & Midcap Reg-G

Invest now

Performance

14.6%3y Returns

0.19% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 1000
  • Lock In

    0
  • Expense ratio

    2.27%
  • Exit load

    1% Exit load of 1%, if redeemed within 15 days.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 887 Cr
  • Plan

    REGULAR
  • Launch date

    15 Nov 2019
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF582M01GD4

Fund allocation

Asset allocation

Company holdings
Company Allocation %
JSW Cement Ltd 0.57%
Blue Star Ltd 0.81%
Acutaas Chemicals Ltd 0.87%
FSN E-Commerce Ventures Ltd 1.25%
PB Fintech Ltd 1.07%
Net Receivables 0.3%
Supreme Industries Ltd 1.32%
Fortis Healthcare Ltd 1.79%
JSW Energy Ltd 0.88%
The Federal Bank Ltd 1.3%
Coromandel International Ltd 0.92%
ZF Commercial Vehicle Control Systems India Ltd 1.16%
JSW Infrastructure Ltd 0.85%
DOMS Industries Ltd 0.62%
Swiggy Ltd 1.13%
Britannia Industries Ltd 1.05%
Endurance Technologies Ltd 1.42%
One 97 Communications Ltd 1.07%
Kaynes Technology India Ltd 0.25%
Repo 2.61%
Inventurus Knowledge Solutions Ltd 0.52%
Gokaldas Exports Ltd 0.87%
Jio Financial Services Ltd 1.39%
Interglobe Aviation Ltd 0.66%
Gabriel India Ltd 1.66%
Anthem Biosciences Ltd 0.03%
Eternal Ltd 1.48%
Bharti Airtel Ltd 2.55%
Dixon Technologies (India) Ltd 1.75%
Info Edge (India) Ltd 1.47%
Infosys Ltd 1.72%
Jindal Steel Ltd 1.37%
JK Cement Ltd 1.33%
The Phoenix Mills Ltd 0.89%
Shriram Finance Ltd 1.04%
Suzlon Energy Ltd 0.42%
Hexaware Technologies Ltd 0.69%
Lupin Ltd 0.98%
State Bank of India 0.99%
Solar Industries India Ltd 0.9%
Trent Ltd 0.59%
HDFC Asset Management Company Ltd 1.86%
ITC Ltd 1.16%
Marico Ltd 1.08%
Axis Bank Ltd 0.9%
GE Vernova T&D India Ltd 1.34%
Cummins India Ltd 1.97%
Max Healthcare Institute Ltd 0.73%
UNO Minda Ltd 1.66%
Ipca Laboratories Ltd 0.8%
Max Financial Services Ltd 2.52%
Navin Fluorine International Ltd 0.71%
Torrent Pharmaceuticals Ltd 1.52%
SRF Ltd 0.8%
Timken India Ltd 1.23%
Hindustan Unilever Ltd 1.06%
Larsen & Toubro Ltd 2.09%
Mphasis Ltd 0.98%
Persistent Systems Ltd 0.69%
CG Power & Industrial Solutions Ltd 2.17%
Bajaj Finance Ltd 0.93%
Divi's Laboratories Ltd 0.48%
ICICI Bank Ltd 3.69%
Reliance Industries Ltd 3.18%
Jubilant FoodWorks Ltd 1.26%
Bharat Electronics Ltd 1.95%
Hindustan Petroleum Corporation Ltd 1.18%
Tata Steel Ltd 0.57%
Prestige Estates Projects Ltd 0.99%
Abbott India Ltd 0.9%
HDFC Bank Ltd 5.28%
Indian Bank 1.24%
The Indian Hotels Company Ltd 1.49%
Kotak Mahindra Bank Ltd 1.08%
Maruti Suzuki India Ltd 1.83%
Kei Industries Ltd 1.24%
Coforge Ltd 1.46%
TVS Motor Company Ltd 1.39%
Reserve Bank of India T-Bills 364-D 04/12/2025 0.03%
TVS Motor Company Ltd Pref. Shares 6.00 01/09/2026 0.02%
Sectors
Company Allocation %
Others 2.91%
Automobile 9.14%
Construction 3.97%
Consumer Staples 4.97%
Materials 3.22%
Financial 22.25%
Capital Goods 13.20%
Diversified 0.80%
Consumer Discretionary 0.81%
Chemicals 2.53%
Textiles 0.87%
Services 12.84%
Energy 4.36%
Technology 5.54%
Metals & Mining 1.94%
Healthcare 8.10%
Communication 2.55%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Union Mutual Fund is sponsored by Union Bank of India and Dai-ichi Life Holdings, Inc. Union Bank of India is one of the leading public sector banks in India. The Bank has a network of about 4287 domestic branches. Union Bank of India is the first large public sector bank in the country to have implemented 100% networking of branches. Dai-ichi Life is a financial services holding company engaged in carrying out both insurance and asset management businesses through various subsidiaries and affiliated companies. Over the past 10 years, Dai-ichi Life has expanded its business globally.

  • Funds Offered

    10
  • AUM

    ₹ 22,598 Cr
  • Highest Return

    12.98%
About

Vinay Paharia Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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