Overview (as on 18 May 2021)

NAV

₹13.49

1y returns

67.786%

Fund AUM

₹189 Cr

Expense Ratio

1.51%

Min SIP

₹2,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
27.31%
Consumer
12.42%
Tech
11.72%
Basic Materials
11.63%
Industrials
10.87%
Health
7.86%
Defensive
6.69%
Communication
5.56%
Energy
4.00%
Real Estate
1.93%
Size Breakup
Large Cap
51.06%
Mid Cap
48.94%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the scheme is to seek to generate capital appreciation by investing predominantly in a portfolio of equity and equity linked securities of large cap and mid cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved.
Scheme Name
Union Large & Midcap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 15 Days: 1%

After 15 Days : 0%

Plan Started
13 December, 2019
Fund Manager
Vinay Paharia
Fund House Details
Fund House
Union Asset Management Co. Pvt. Ltd.
Email
investorcare@unionkbc.com
Phone
+912224833401
Address
Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West)

Other Related Plans

Peer Funds

Union Large & Midcap Fund Direct Growth

NAV

₹13.49

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Vinay Paharia
Vinay Paharia

leader

Qualifications
B. Com., M.M.S.
Work Experience
"Mr. Paharia is currently the Chief Investment Officer of Union Asset Management Company. He has over 15 years of experience in Fund Management and Equity. His prior stints include Fund Manager - Equity of Invesco Asset Management (India) Private Ltd and as an Equity Research Analyst for DBS Cholamandalam AMC, KR Choksey Shares and Securities Pvt. Ltd, First Global Stockbroking Pvt Ltd. Mr. Paharia has a B.Comm and M.M.S."
Hardick Bora
Hardick Bora

manager

Work Experience
"Mr. Bora is currently a Co-Fund Manager for Union Asset Management Company Pvt Ltd. He has over 10 years of experience in financial services sector. Previously he worked as a Research Analyst with Union AMC, Sr. Manger - Instituional Research (Pharma) for Motilal Oswal Securities Ltd, Research Associate (Pharma & Agrochemicals) for Dolat Capital Markets Pvt. Ltd, Research Associate (Pharma) for Khandwala Securites Ltd, Consultant and Assistant Manager for Yen Management Consultants Pvt. Ltd and as Customer Care Advisor for 3 Global Services Pvt. Ltd. Mr. Bora has a Bachelors in Banking & Insurance from University of Mumbai and is CFA Charterholder."

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