Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (03 Oct 25)

11.24

AUM (in Cr)

₹ 556.22

1 Year CAGR

% -4.34

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
1.26
-0.09
10.20
-4.34
Nifty 500
0.74
-1.77
9.14
-2.08
17.40
20.71
Sectoral/Thematic
0.65
-0.18
10.84
-1.53
21.15
23.19

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

Scheme Information

Expense Ratio
% 2.40
Benchmark
Nifty 500
AUM
₹ 556.22
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