Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (29 Aug 25)

10.88

AUM (in Cr)

₹ 570.29

1 Year CAGR

% -7.17

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
-1.27
-0.28
13.22
-7.17
Nifty 500
-2.20
-1.21
13.74
-3.99
15.57
19.67
Sectoral/Thematic
-1.47
0.60
15.26
-2.50
19.75
21.93

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

Scheme Information

Expense Ratio
% 2.36
Benchmark
Nifty 500
AUM
₹ 570.29
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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