Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (08 Aug 25)

10.82

AUM (in Cr)

₹ 591.18

1 Year CAGR

% -4.25

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
-4.08
3.64
3.05
-4.25
Nifty 500
-4.62
3.29
4.33
-0.16
15.48
20.77
Sectoral/Thematic
-3.60
5.70
4.02
-0.34
19.60
23.05

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

Scheme Information

Expense Ratio
% 2.36
Benchmark
Nifty 500
AUM
₹ 591.18
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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