Equity | Large Cap
3Y Returns
10.84%
Min SIP
₹1000
Min Lumpsum
₹1000
Expense Ratio
1.9%
Fund Size
₹281 Cr
Inception Date
11-May-17
Fund Manager
Hardick Bora
Exit Load
1% on or before 15D, Nil after 15D.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
95.65%
Debt & Others
4.35%
Market Cap Allocation
Large Cap
88.03%
Mid Cap
7.62%
Small Cap
0.00%
Other Cap
4.35%
Investment Objective
The Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation By Investing In A Portfolio Of Select Equity And Equity Linked Securities Of Large Cap Companies. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
Union Asset Management Company Pvt. Ltd.
Scheme Document
http://unionmf.com/downloads/schemeinformationdoc.aspxAddress
Unit 503, 5 Floor, Leela Business Park,Andheri Kurla Road, Andheri (East)Mumbai - 400059
Union Largecap Fund Direct Plan-Growth
1Y
27.69%
3Y
10.84%
5Y
16.29%
Nippon India Large Cap Fund Direct Plan Growth Plan Growth
1Y
35.75%
3Y
20.15%
5Y
20.85%
Nippon India Nifty Next 50 Junior Bees Fof - Direct Growth Plan
1Y
56.71%
3Y
18.43%
5Y
20.06%
Icici Prudential Bluechip Fund - Direct Plan - Growth
1Y
36.22%
3Y
17.38%
5Y
20.11%
Hdfc Top 100 Fund - Direct Plan - Growth Option
1Y
31.64%
3Y
17.37%
5Y
18.19%
Jm Large Cap Fund (Direct) - Growth Option
1Y
38.41%
3Y
17%
5Y
19.61%
Dsp Top 100 Equity Fund - Direct Plan - Growth
1Y
39.56%
3Y
16.19%
5Y
16.56%
Edelweiss Large Cap Fund - Direct Plan Growth Option
1Y
33.34%
3Y
15.92%
5Y
19.09%
Invesco India Largecap Fund - Direct Plan Growth
1Y
38.24%
3Y
14.93%
5Y
19.64%
Bandhan Large Cap Fund-Growth-(Direct Plan)
1Y
39.07%
3Y
14.68%
5Y
18.74%
Hsbc Large Cap Fund - Growth Direct Plan
1Y
34.52%
3Y
14.19%
5Y
17.45%
Aditya Birla Sun Life Frontline Equity Fund - Direct - Growth
1Y
32.78%
3Y
14.11%
5Y
18.13%
Kotak Bluechip Fund - Direct Plan - Growth
1Y
33.52%
3Y
14.09%
5Y
18.92%
Tata Large Cap Fund Direct Plan Growth
1Y
33.67%
3Y
14%
5Y
17.55%
Taurus Largecap Equity Fund - Direct Plan Growth
1Y
35.61%
3Y
13.89%
5Y
15.23%
Canara Robeco Bluechip Equity Fund Direct Growth
1Y
33.87%
3Y
13.84%
5Y
19.51%
Bank Of India Bluechip Fund Direct Plan - Growth
1Y
34.98%
3Y
13.64%
5Y
NA
Sbi Blue Chip Fund - Direct Plan - Growth
1Y
28.73%
3Y
13.49%
5Y
17.63%
Groww Large Cap Fund - Direct Plan - Growth Option
1Y
32.98%
3Y
13.37%
5Y
15.28%
Mahindra Manulife Large Cap Fund - Direct - Growth
1Y
32.14%
3Y
13.21%
5Y
17.6%
Iti Large Cap Fund Direct Plan Growth
1Y
33.45%
3Y
13.18%
5Y
NA
Sundaram Large Cap Fund - Direct Plan Growth
1Y
27.2%
3Y
12.69%
5Y
NA
Mirae Asset Large Cap Fund - Direct Plan - Growth
1Y
27.57%
3Y
11.41%
5Y
16.42%
Franklin India Bluechip Fund - Direct Growth
1Y
31.46%
3Y
11.08%
5Y
17.35%
Pgim India Large Cap Fund - Direct Plan - Growth - Growth
1Y
23.91%
3Y
10.78%
5Y
14.8%
Uti Mastershare Unit Scheme-Direct Growth Plan-Growth
1Y
26.86%
3Y
10.52%
5Y
17.06%
Lic Mf Large Cap Fund-Direct Plan-Growth-Growth
1Y
30.96%
3Y
10.27%
5Y
15.14%
Axis Bluechip Fund - Direct Plan - Growth
1Y
27.73%
3Y
7.94%
5Y
14.16%
Quant Large Cap Fund-Direct Plan-Growth
1Y
41.97%
3Y
NA
5Y
NA
Motilal Oswal Large Cap Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
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