Union Business Cycle Fund - Regular Plan - Growth Option
Fund House: Union Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 05-03-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 3.22% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 507.17 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 1.32% | Exit Load: 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units. |
11.41
0.15 (1.3146%)
6.27%
Benchmark: 12.15%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 5.36 | 2.12 | - | - | - |
| Invesco India Business Cycle Fund - Growth | 27-02-2025 | 14.82 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 7.23 | 5.51 | - | - | - |
| DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | 5.05 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 4.01 | 7.72 | 16.04 | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 3.49 | 6.28 | 19.68 | 17.08 | - |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | 2.74 | - | - | - | - |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | 2.46 | 2.73 | 15.38 | - | - |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 2.0 | 1.49 | 16.74 | - | - |
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 1.92 | -0.67 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
24.93%
Others
4.66%
Large Cap
41.79%
Mid Cap
28.62%
