Union Business Cycle Fund - Regular Plan - IDCW Option
Fund House: Union Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-03-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.35% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1,000 |
| Minimum Topup: 1,000 |
| Total Assets: 591.18 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | 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. |
11.02
0.11 (0.9982%)
7.35%
Benchmark: 12.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 - IDCW Option | 05-03-2024 | -3.92 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 7.56 | 18.49 | 18.29 | 25.1 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 3.08 | 22.02 | 23.54 | 31.0 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 2.8 | 21.27 | 20.63 | 24.45 | 13.03 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 1.65 | 18.56 | 18.91 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.89%
Others
4.85%
Large Cap
65.87%
Mid Cap
19.39%
