- Mutual Funds
- Union Mutual Fund
- Union Business Cycle Fund (G)
Union Business Cycle Fund (G)
₹ 11.63
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.63
NAV (Sep 6)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 16.3% |
6 Month CAGR | NA |
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 | 2.41 |
Launched (0y ago) | 2.41 |
AUM in Crores | 534.5 |
ISIN | INF582M01JM9 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Union Business Cycle Fund (G) | NaN | 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
Others
6.6%HDFC Bank Ltd.
6.5%ICICI Bank Ltd.
5.4%Infosys Ltd.
5.2%Reliance Industries Ltd.
3.6%Allocation by Sector
Financial
23.13%Technology
14.03%Construction
8.25%Automobile
8.08%Capital Goods
7.05%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Union Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.876% | 13.067% | ||
5.991% | 6.751% | ||
5.572% | 4.777% | ||
4.516% | 6.479% | ||
9.839% | 10.703% |
Union Business Cycle Fund (G) Review
Union Business Cycle Fund (G) is a Equity Equity fund and has delivered an annualised return of 16.3% over a period of 0 years. The fund is managed by Union Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Union Business Cycle Fund (G) as of 9/6/2024 is ₹11.63 with the total AUM as of 9/7/2024 is ₹534.461. With Scripbox you can compare and check the latest nav for all mutual funds in India. Union Business Cycle Fund (G) was launched on 2024-03-05. The category risk of the fund is null.
The minimum SIP amount for Union Business Cycle Fund (G) is ₹1000 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 Total Return Index.
Union Business Cycle Fund (G) is rated as a null 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 ₹1000. 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 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 2.41% for regular plan.