Union Mutual Fund

Union Business Cycle Fund Direct Plan Growth

₹ 10.52

NAV (Jan 21)

7.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy.

Expense Ratio
1.06 %
Launched <1Y
2024-03-05
AUM in Crores
585.1
ISIN
INF582M01JQ0
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2024-04-01

Top Stock Holdings

Others

6.64%
6.64%

HDFC Bank Ltd.

6.47%
6.47%

ICICI Bank Ltd.

5.4%
5.4%

Infosys Ltd.

5.17%
5.17%

Reliance Industries Ltd.

3.55%
3.55%
See all holdings
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Allocation by Sector

Financial

22.64%
22.64%

Services

10.35%
10.35%

Healthcare

8.34%
8.34%

Technology

8.32%
8.32%

Capital Goods

8.07%
8.07%
See all sectors
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Frequently Asked Questions

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