- Mutual Funds
- Union Mutual Fund
- Union Business Cycle Fund (Growth)
Union Business Cycle Fund (Growth)
₹ 11.29
NAV (Jul 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.29
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.9% |
6 Month CAGR | NA |
Scheme Information
The investment objective of the Scheme is 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. However,there is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.42 |
Launched (0y ago) | Mar 05, 2024 |
AUM in Crores | 522.913 |
ISIN | INF582M01JM9 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Business Cycle Fund (Growth) | NaN | NaN | % | |
| 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
treps
7.7%icici bank ltd
5.4%hdfc bank ltd
5.4%reliance industries ltd
3.8%godrej properties ltd
3.3%Allocation by Sector
industrials
27.1%financial services
19.5%basic materials
9.6%communication services
9.3%technology
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Union Asset Management Co. Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.1% | 13% | ||
5.8% | 6.8% | ||
6.4% | 5.4% | ||
5.7% | 5.2% | ||
17.1% | 12.8% |
Union Business Cycle Fund (G) Review
Union Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 13.1% over a period of 0 years. The fund is managed by Union Asset Management Co. Pvt. Ltd.. The fund managers are Hardick Bora, Sanjay Bembalkar.
Nav of Union Business Cycle Fund (G) as of 7/25/2024 is ₹11.29 with the total AUM as of 7/26/2024 is ₹522.913. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Business Cycle Fund (G) was launched on Mar 05, 2024. The category risk of the fund is Very High Risk.
The minimum SIP amount for Union Business Cycle Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Union Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
Union Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Union Business Cycle Fund (G).
Frequently Asked Questions
What is Union Business Cycle Fund (G)?
How to invest in Union Business Cycle Fund (G)?
You can invest in Union Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Union Business Cycle Fund (G)?
The minimum sip amount for Union Business Cycle Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Union Business Cycle Fund (G) good to invest in?
As per Scripbox experts, Union Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investUnion Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Union Business Cycle Fund (G)?
The expense ratio of the Union Business Cycle Fund (G) is 2.42% for regular plan.