Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (17 Oct 25)

11.51

AUM (in Cr)

₹ 559.57

1 Year CAGR

% -0.95

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
0.52
3.32
10.35
-0.95
Nifty 500
1.00
2.17
10.15
2.21
17.31
20.74
Sectoral/Thematic
0.15
1.29
11.12
1.21
21.42
23.50

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

Scheme Information

Expense Ratio
% 2.39
Benchmark
Nifty 500
AUM
₹ 559.57
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
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