₹25.0600
₹0.46 (+1.87%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.38%
1 Month-11.27%
3 Months-11.16%
6 Months-9.45%
1 Year-1.50%
3 Years (CAGR)+13.26%
5 Years (CAGR)+11.83%
10 Years (CAGR)—
Since Inception (Dec 2019)+14.09%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.08%
3 Year SIP+2.14%
5 Year SIP+7.31%
Since Inception (Dec 2019)+11.04%
Fund Details
Fund HouseUnion Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optionidcw
Min SIP₹100
Min Lumpsum₹1,000
Launch Date13 Dec 2019
AMFI Code147749
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Union Large & Midcap Fund - Regular Plan - IDCW Option 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 & Midcap Fund - Regular Plan - IDCW Option 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