EquityLarge & Mid Cap FundDirect · Growth
Union Large & Midcap Fund - Direct Plan - Growth Option
Union · Scheme 147750
₹29.96 0.00%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
15.2%
Risk level
High
Min SIP
—
Benchmark
Nifty LargeMidcap 250 TRI
Decent · 66/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Compounding well recently — 15.2% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +15.2%
- ✓5Y CAGR: +13.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •3Y CAGR vs category: -1.1% vs category avg
- •5Y CAGR vs category: -1.0% vs category avg
FundScore breakdown
66/100 · Decent
Returns
Decent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.