Union Largecap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 35.04 | 16.67 | 15.02 | N/A |
Average Rolling Returns(%) | 13.03 | 13.88 | 11.30 | N/A |
The Current NAV of Union Largecap Fund - Regular Plan - Growth is ₹21.65.
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 2.56%
The process for redemption is
The AUM of Union Largecap Fund - Regular Plan - Growth is currently ₹319 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, Auto and IT accounting for 48% 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 43.41 and PB ratio is 6.76
The asset allocation of Union Largecap Fund - Regular Plan - Growth is Stocks : 97.30%, Debt : 2.69% and Gold : 0%
The minimum SIP amount for Union Largecap Fund - Regular Plan - Growth is ₹500.00 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