Union Largecap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 32.07 | 15.68 | 16.08 | N/A |
Average Rolling Returns(%) | 12.72 | 13.82 | 11.05 | N/A |
The Current NAV of Union Largecap Fund - Regular Plan - Growth is ₹21.66.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 100 , as Funds portfolio is somewhat different.
Union Largecap Fund - Regular Plan - Growth fund’s expense ratio is 2.55%
The process for redemption is
The AUM of Union Largecap Fund - Regular Plan - Growth is currently ₹304 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 22% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 46% of fund’s portfolio respectively.
Top three sectors of Union Largecap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and IT accounting for 53% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Union Largecap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Hardick Bora and Sanjay Bembalkar manage the Union Largecap Fund - Regular Plan - Growth Fund.
Union Largecap Fund - Regular Plan - Growth current PE ratio is 40.55 and PB ratio is 6.32
The asset allocation of Union Largecap Fund - Regular Plan - Growth is Stocks : 97.61%, Debt : 2.39% and Gold : 0%
The minimum SIP amount for Union Largecap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹1000.00
The exit load for Union Largecap Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days