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  • Union Mutual Fund
  • Union Business Cycle Fund (Growth)
Union Mutual Fund

Union Business Cycle Fund (Growth)

EquitySectoral/ Thematic

10.06

NAV (Apr 18)

0.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.06

NAV (Apr 18)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
0.6%
6 Month CAGR
NA

Scheme Information

Investment Objective

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
2.45
Launched (0y ago)
Mar 05, 2024
AUM in Crores
421.171
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

Sanjay Bembalkar

Fund Manager

Hardick Bora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Union Business Cycle Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-18

Top Stock Holdings

treps

23.3%
23.3%

net receivable / payable

9.2%
9.2%

reliance industries ltd

6.5%
6.5%

icici bank ltd

4.9%
4.9%

state bank of india

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

18.1%
18.1%

consumer cyclical

15.1%
15.1%

healthcare

10.8%
10.8%

industrials

9.7%
9.7%

energy

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Union Asset Management Co. Pvt. Ltd.

Union Asset Management Co. Pvt. Ltd. manages assets worth 15,274 crores and was set up on 30 December 2009. It's current offering of mutual fund schemes includes 28 equity,38 debt and 12 hybrid funds.amc-img
phone-img022-24833300
Fund NameScripbox Opinion
Till Date CAGR

19.2%

12.4%

5.5%

6.7%

6.2%

5.3%

5.4%

5.2%

19.2%

12.3%

Union Business Cycle Fund (G) Review

Union Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 0.6% 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 4/18/2024 is ₹10.06 with the total AUM as of 4/19/2024 is ₹421.171. 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)?

Union Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.45% for regular plan.