Investment type
Union Largecap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by Union Mutual Fund. It was launched on 30 Dec 2009, and has been active for over 16 years. As of 31 Mar 2025 the fund manages assets worth ₹449 Crores. The expense ratio is 1.45%.
This fund generated returns of 1.48% in the last 1 year. Since its inception, it has provided an average annual return of 12.08%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Automobiles, Finance and Petroleum Products.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Infosys and Bharti Airtel.
The scheme is to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies. However, there can be no assurance that the investment objective of the scheme will be achieved.
Large cap funds are low to moderate risk as they invest in stable, well-established companies.
Yes, if you’re seeking stable growth and less volatility compared to mid or small-cap funds.
Three to five years is recommended to benefit from steady growth.
Yes, they are open-ended, so you can redeem them whenever needed.
These funds typically have lower expenses, often around 0.5% to 1%, due to lower volatility and stable returns.
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