Union Large & Midcap Fund (Regular)
Union Mutual Fund · benchmark Nifty Largemidcap 250 TRI · 6.9 years old · AMFI code 147748
C (bottom 30%), score 26.0 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 6.7% | 1.9% | +4.7% | 5 / 33 |
| 1 year | 3.7% | -0.3% | +3.9% | 6 / 33 |
| 3 years (a year) | 12.5% | 13.2% | -0.7% | 20 / 26 |
| 5 years (a year) | 9.5% | 11.4% | -1.9% | 19 / 26 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Union Large & Midcap Fund (Regular plan)?
₹27.20 on 5 Nov 2026 (Growth option).
What is the expense ratio of Union Large & Midcap Fund (Regular)?
2.55% a year; the Direct plan's is 1.29%.
What return has Union Large & Midcap Fund given over 3 years?
12.5% a year (Regular plan) over the 3 years to 5 Nov 2026, against 13.2% for the Nifty Largemidcap 250 total-return index.
How is Union Large & Midcap Fund rated?
C: 21 of 26 Regular plans in Large & Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Union Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.