This Large-Cap Fund Has Given Up To 54.75% Returns In 3 Years, Check Out SIP Returns

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Union Largecap Fund - Direct Plan-Growth

Union Largecap Fund – Direct Plan-Growth

This fund was launched on 11th May 2017 by the Union Mutual Fund. This is an equity large-cap open-ended fund. The fund is medium size fund of its category.

The AUM or asset under management of this fund is Rs 219.18 Crore. The NAV of this fund as of 12th April 2022 is Rs 16.93. The expense ratio of this fund is 0.97%, compared to its category average, its expense ratio is high. 

This fund is a highly risky fund for investments. However, this fund is rated 4-Star by the rating agency CRISIL. The benchmark of this fund is S&P BSE 100 TRI. The minimum amount required for investment in this fund is Rs 5,000, and for SIP it is Rs 2000. 

Absolute And Annualised Returns

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 11.29% average annual returns.

Investment Returns Absolute Returns Annualised Returns
1 Year 24.30% 24.30%
2 Year 88.11% 36.98%
3 Year 54.75% 15.65%
Since Inception 69.30% 11.29%

SIP Returns

SIP Returns Absolute Returns Annualised Returns
1 Year 4.97% 9.35%
2 Year 27.12% 24.97%
3 Year 36.71% 21.40%

Portfolio

Portfolio

The fund has a 96.74% investment in Indian stocks. It has 0.07% investment in Debt of which 0.07% in Government securities.

The fund has the majority of its money invested in the Financial, Energy, Technology, Consumer Staples, and Automobile sectors. It has taken less exposure in the Financial, Energy sectors compared to other funds in the category.

The fund’s top holdings are Reliance Industries Ltd., Infosys Ltd., HDFC Bank Ltd., ICICI Bank Ltd., and Kotak Mahindra Bank Ltd.



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