VALARTH See the full analysis in the appOpen in app
Large & Mid Cap · Equity

Union Large and Mid Cap Fund

Fund house not on record
Benchmark
Nifty LargeMidcap 250 TRI
Riskometer
Very High
Size
₹963 cr
Allotted
6 Dec 2019
Holdings as of
Not on record

Union Large and Mid Cap Fund is a large & mid cap fund with ₹963 cr under management. It is ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 2 of 3 periods. Its direct plan charges 1.30% a year. Vinod Malviya has managed it for 2.5 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Union Large and Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty LargeMidcap 250 TRI, in 2 of 3 periods in AMFI's figures; +1.85% over the last year against −3.11%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 2 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +1.85%+0.57%−3.11% +4.96 🔒
3y +11.95%+10.47%+10.68% +1.27 🔒
5y +9.84%+8.40%+9.96% −0.12 🔒
10y ——— — —
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Union Large and Mid Cap Fund cost?

1.30% a year on the direct plan, 2.56% on the regular plan; 26 of 36 funds in its category charge less.

Direct plan
1.30% a year
Category median 1.07%
Regular plan
2.56% a year
Category median 2.29%
Gap
1.26 points
for the same holdings
26 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Large & Mid Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Union Large and Mid Cap Fund?

Vinod Malviya, since 2 May 2024; Pratik Dharmshi, since 9 Dec 2024.

Vinod Malviya
2.5 years
since 2 May 2024
Pratik Dharmshi
1.8 years
since 9 Dec 2024
Benchmark as filedNIFTY LargeMidcap 250 Index (TRI)
Exit load
1% if units are redeemed or switched out on or before completion of 15 days from the date of allotment. Nil thereafter.
From 39 Scheme Summary Documents filed with NSE, first on 16 Apr 2026; as on 12 Oct 2026

What does Union Large and Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Union Large and Mid Cap Fund?

Vinod Malviya (manager) since 2 May 2024; Pratik Dharmshi (manager) since 9 Dec 2024.

What is the expense ratio of Union Large and Mid Cap Fund?

1.30% a year on the direct plan and 2.56% on the regular plan (expense report, Oct 2026).

How has Union Large and Mid Cap Fund done?

Its direct plan returned +11.95% a year over 3 years against +10.68% for its benchmark, Nifty LargeMidcap 250 TRI, as of 13 Oct 2026.

Inside the app

See Union Large and Mid Cap Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Union Large and Mid Cap Fund in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
Share this page