NAV
₹28.1600
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +3.95%
- 3Y
- +14.66%
- 5Y
- +14.12%
- Since Inception
- +17.19%
SIP returns (XIRR)
- 1Y
- +5.41%
- 3Y
- +9.19%
- 5Y
- +12.45%
- Since Inception
- +15.57%
Performance Comparison
Thinking about Union Large and Midcap Fund · Direct · Growth?
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Fund Details
Fund HouseUnion Mutual Fund
CategoryLarge & Mid Cap
Launch Date06 Dec 2019
AMFI Code147750
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% upto 1 Year
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Union Large and Midcap Fund · Direct · Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Union Large and Midcap Fund · Direct · Growth is a Large & Mid Cap mutual fund offered by Union Mutual Fund. The fund has been operational for over 6 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations