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Union Largecap Fund - Direct Plan - Growth Option
Union Mutual Fund · Equity · Large Cap Fund
₹24.13
AUM: —
NAV updated 11 days ago
Plan
Direct
Option
Growth
Risk
High
Sharpe Ratio
-0.64
Std Dev (1Y)
13.79%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-4.13%
3m
-2.11%
6m
+1.99%
1y
-5.34%
3y
+6.64%
5y
+6.98%
10y
—
since inception
+9.87%
TopFund's Take on Union Largecap Fund - Direct Plan - Growth Option
Union Largecap Fund - Direct Plan - Growth Option is a Large Cap Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.64 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 13.79% is fairly typical for Large Cap Fund funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
No similar funds found.
Tools & Guides for This Fund
Frequently Asked Questions about Union Largecap Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Union Largecap Fund - Direct Plan - Growth Option is ₹24.13. NAV is updated every business day after market close by AMFI.
1Y: -5.34% · 3Y CAGR: 6.64% · 5Y CAGR: 6.98%
Expense ratio data for Union Largecap Fund - Direct Plan - Growth Option is not yet available.
Union Largecap Fund - Direct Plan - Growth Option is managed by Union Mutual Fund.
Union Largecap Fund - Direct Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Union Largecap Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Union Largecap Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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