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Union Largecap Fund
Fund Overview
| AUM (Fund size) | ₹476 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 8 yrs 7 m since Apr 20, 2017 |
| Benchmark | BSE 100 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 2.52% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Union Largecap Fund | 0.33% | 4.04% | 5.03% | 12.45% | 14.69% | N.A. |
| ICICI Prudential Large Cap Fund | 1.78% | 5.73% | 8.83% | 17.92% | 19.69% | 15.07% |
| Nippon India Large Cap Fund | 0.15% | 4.8% | 7.33% | 18.72% | 22.19% | 14.93% |
| HDFC Large Cap Fund | 0.85% | 3.81% | 4.72% | 15.36% | 18.96% | 13.7% |
| SBI Equity Minimum Variance Fund | 0.71% | 4.66% | 5.89% | 13.62% | 15.9% | 9.6% |
| Baroda BNP Paribas Large Cap Fund | 1.42% | 3.21% | 3.04% | 15.05% | 16.21% | 13.17% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Union Largecap Fund | 11.37 | 0.90 | 0.57 | 0.88 |
| ICICI Prudential Large Cap Fund | 11.20 | 0.89 | 0.97 | 1.57 |
| Nippon India Large Cap Fund | 11.59 | 0.92 | 1.04 | 1.64 |
| HDFC Large Cap Fund | 11.53 | 0.92 | 0.80 | 1.26 |
| SBI Equity Minimum Variance Fund | 12.96 | 0.90 | 0.56 | 0.78 |
| Baroda BNP Paribas Large Cap Fund | 12.26 | 0.97 | 0.72 | 1.05 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Union Largecap Fund | 476 Cr | 8 yrs 7 m | 2.52% |
| ICICI Prudential Large Cap Fund | 75,863 Cr | 17 yrs 7 m | 1.41% |
| Nippon India Large Cap Fund | 48,871 Cr | 18 yrs 5 m | 1.49% |
| HDFC Large Cap Fund | 39,779 Cr | 29 yrs 3 m | 1.59% |
| SBI Equity Minimum Variance Fund | 229 Cr | 6 yrs 8 m | 0.75% |
| Baroda BNP Paribas Large Cap Fund | 2,729 Cr | 21 yrs 3 m | 1.97% |