Union Large & Midcap Reg-IDCW Transfer

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity IDCW

0 Morning Star

3 Value Research

NAV( 3 Feb 2023)

₹ 16.23
-%

Union Large & Midcap Reg-IDCW Transfer

Invest now
Performance

-%3y Returns

0.62% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ -
  • Lock In

    0
  • Expense ratio

    2.58%
  • Exit load

    0.0% 1% exit load if redeemed within 15 days.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 408 Cr
  • Plan

    REGULAR
  • Launch date

    15 Nov 2019
  • Fund type

    OPEN
  • Fund benchmark

    S&P BSE 250 Large MidCap Total Return Index
  • ISIN

    INF582M01GH5
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %
Others 5.88%
Automobile 11.77%
Construction 2.23%
Consumer Staples 4.85%
Materials 1.38%
Financial 26.20%
Diversified 0.66%
Capital Goods 7.09%
Consumer Discretionary 1.58%
Chemicals 6.58%
Textiles 0.64%
Services 7.54%
Energy 5.36%
Technology 7.17%
Insurance 2.15%
Healthcare 6.78%
Communication 2.14%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • Wealth will be Multiplied In Short time!

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

    13
  • AUM

    ₹ 7,284 Cr
  • Highest Return

    23.71%
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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