Union Large & Midcap Fund SIP Calculator & Real Returns
Large & Mid Cap Fund · Direct Plan – Growth · Latest NAV ₹28.99 (13-Jul-2026)
This page backtests a real monthly SIP in Union Large & Midcap Fund (direct plan, growth) against the fund's official AMFI NAV history — buying on the first available NAV of each month — instead of assuming a generic 12% return.
A ₹10,000 monthly SIP started 3 years ago (₹3,60,000 invested) would be worth about ₹4,16,217 today — an absolute return of +15.6% and an XIRR of +9.99%.
What a ₹10,000 monthly SIP actually did
| Started | Invested | Value today | Absolute return | XIRR |
|---|---|---|---|---|
| 1 year ago | ₹1,20,000 | ₹1,26,460 | +5.4% | +11.28% |
| 3 years ago | ₹3,60,000 | ₹4,16,217 | +15.6% | +9.99% |
Backtest buys on the first available NAV of each month and values the units at the latest NAV. Longer periods appear as NAV history accumulates.
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Frequently Asked Questions
What is the 1-year SIP return of Union Large & Midcap Fund?
Based on actual NAV history, a ₹10,000 monthly SIP in Union Large & Midcap Fund over the last 1 year (₹1,20,000 invested) would be worth about ₹1,26,460, an XIRR of +11.28%. Past performance does not guarantee future results.
What is the 3-year SIP return of Union Large & Midcap Fund?
Based on actual NAV history, a ₹10,000 monthly SIP in Union Large & Midcap Fund over the last 3 years (₹3,60,000 invested) would be worth about ₹4,16,217, an XIRR of +9.99%. Past performance does not guarantee future results.
Is a SIP in Union Large & Midcap Fund safe?
Union Large & Midcap Fund is a Large & Mid Cap Fund fund, and its value moves with the market — SIPs spread your purchases over time but do not remove market risk. Review the scheme document and consider consulting a SEBI-registered adviser before investing.
Mutual fund investments are subject to market risks — read all scheme-related documents carefully. This tool is for information and education only and is not investment advice or a recommendation of any scheme.