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Union Largecap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Union Mutual Fund

Scheme Objective

to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies.

Scheme Details

  • Fund manager(s)Sanjay Bembalkar , Vinay Paharia
  • Launch date – 11-May-2017
  • Expense ratio – 1.88% as declared on 31-May-2021 (category average is 1.2%)
  • Benchmark - S&P BSE 100 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Union Largecap Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Union Asset Management Company Private Limited
Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
Tel no.: 022-67483300
Fax no.: 022-67483401
Website.: www.unionmf.com

Forum

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