- Mutual Funds
- Union Mutual Fund
- Union Business Cycle Fund Direct Growth
Union Business Cycle Fund Direct Plan Growth
₹ 9.98
NAV (Apr 09)
View Less
Union Business Cycle Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,343
Wealth Gained7,38,955
Total Corpus Created (₹)
With CAGR of 0.366 % in 5 yearsHistorical NAV
₹ 9.98
NAV (Apr 9)
Fund Returns
Last 1Y | -2.7% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 0.4% |
6 Month CAGR | -15% |
Scheme Information
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 | 0.74 % |
Launched 1Y ago | 2024-03-05 |
AUM in Crores | 513 |
ISIN | INF582M01JQ0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Business Cycle Fund Direct (G) | 6,87,800 | -44,812 | -2.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
6.64%HDFC Bank Ltd.
6.47%ICICI Bank Ltd.
5.4%Infosys Ltd.
5.17%Reliance Industries Ltd.
3.55%
Allocation by Sector
Financial
27.72%Healthcare
10.86%Capital Goods
8.98%Automobile
8.21%Technology
7.94%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr | ||
₹ 16,217 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.9% | 6.5% | ||
11.8% | 13.2% | ||
11.5% | 13.3% | ||
9.1% | 10.1% | ||
7% | 6.9% |
Union Business Cycle Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment6,343
Wealth Gained7,38,955
Total Corpus Created (₹)
With CAGR of 0.366 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Union Business Cycle Fund Direct Plan Growth?
What is the current AUM of Union Business Cycle Fund Direct Growth?
What is the latest NAV of Union Business Cycle Fund Direct Growth?
What is the Riskometer rating for Union Business Cycle Fund Direct Plan Growth?
Which are the top sector holdings in Union Business Cycle Fund Direct Plan?
Which are the top stock holdings in Union Business Cycle Fund Direct Plan?
What is the asset allocation of Union Business Cycle Fund Direct Plan Growth?
What has been the performance of Union Business Cycle Fund Direct Growth returns?
Does Union Business Cycle Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Union Business Cycle Fund Direct Plan Growth?
How to invest in Union Business Cycle Fund Direct Growth?
How can I redeem my investment in Union Business Cycle Fund Direct Plan?