NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹22.67
0.18%
NAV as on 07 May 25, 12:00 AM
very high risk
large cap
equity
NAV as on 07 May 25, 12:00 AM
very high risk
large cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
11.74%p.a.
Since Inception
About Union Largecap Fund Payout of Income Distribution cum capital withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Union Largecap Fund Payout of Income Distribution cum capital withdrawal scheme from Union Asset Management Company Pvt. Ltd. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on May 2017, Union Largecap Fund Payout of Income Distribution cum capital withdrawal is Large-Cap fund of its category with 438.15 Cr fund under management as on May 2025. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- Union Largecap Fund Payout of Income Distribution cum capital withdrawal delivered 0.0% annual returns during the last year. It has delivered 11.7% average annual returns since the fund was launched.
- Union Largecap Fund Payout of Income Distribution cum capital withdrawal scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to seek to generate capital appreciation by investing in a portfolio of select equity and equity linked securities of large cap companies. However, there can be no assurance that the Investment Objective of the scheme will be achieved.
Top 10 Holdings
HDFC Bank Ltd
9.64%
ICICI Bank Ltd
7.78%
Infosys Ltd
5.31%
Reliance Industries Ltd
4.96%
Larsen & Toubro Ltd
3.92%
Bharti Airtel Ltd
3.70%
ITC Ltd
3.58%
State Bank of India
3.30%
NTPC Ltd
2.81%
Mahindra & Mahindra Ltd
2.43%
Fund Managers
- Sanjay Bembalkar (Jun 2021 - Present)
- Vinod Malviya (Jan 2023 - Present)
Key Information
View Scheme Document
Union Largecap Fund Payout of Income Distribution cum capital withdrawal SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Union Largecap Fund Payout of Income Distribution cum capital withdrawal
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Union Largecap Fund Payout of Income Distribution cum capital withdrawal?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Union Largecap Fund Payout of Income Distribution cum capital withdrawal
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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