Large & Mid Cap📊 NIFTY Large Midcap 250 TRI(SEBI default)
Union Large and Midcap Fund · Direct · Growth
NAV
₹30.5400
as of 13 Nov 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- +8.34%
- 3Y
- +14.34%
- 5Y
- +11.12%
- Since Inception
- +17.46%
SIP returns (XIRR)
- 1Y
- +17.25%
- 3Y
- +10.80%
- 5Y
- +13.61%
- Since Inception
- +16.19%
Performance Comparison
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Fund Details
Fund HouseUnion Mutual Fund
CategoryLarge & Mid Cap
BenchmarkNIFTY Large Midcap 250 TRI
Launch Date06 Dec 2019
AMFI Code147750
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% upto 1 Year
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
Union Large and Midcap Fund · Direct · Growth aims to achieve long-term capital appreciation by investing in both large-cap and mid-cap companies, with a minimum 35% allocation to each segment. This blend pairs the size of large-caps with the growth profile of mid-caps.
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. It benchmarks its performance against NIFTY Large Midcap 250 TRI.