Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (09 Jul 25)

11.27

AUM (in Cr)

₹ 574.07

1 Year CAGR

% -2.42

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
1.17
14.65
3.78
-2.42
Nifty 500
1.14
16.15
7.46
3.09
20.58
22.87
Sectoral/Thematic
1.42
16.32
4.67
3.56
23.91
24.99

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Expense Ratio
% 2.35
Benchmark
Nifty 500
AUM
₹ 574.07
Inception Date
13 Feb 2024
Turnover Ratio
-
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.
Asset Class
Equity
amc-logo

Union Mutual Fund

Total AUM

₹ 19972.36

No. of Schemes under this AMC

37

Phone

67483300

Email

investorcare@unionmf.com

Incorporation Date

3/23/2011

Address

Unit No. 503, 5th Floor,, Leela Business Park,, Andheri Kurla Road,

Mumbai - 400059

Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/Thematic
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