Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (29 Apr 25)

10.57

AUM (in Cr)

₹ 549.98

1 Year CAGR

% 1.63

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
2.82
2.32
-6.04
1.63
Nifty 500
3.64
4.24
-2.71
6.37
15.50
24.41
Sectoral/Thematic
3.10
2.01
-4.46
6.65
18.84
25.77

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

Scheme Information

Expense Ratio
% 2.36
Benchmark
Nifty 500
AUM
₹ 549.98
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts