Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (07 Nov 25)

11.35

AUM (in Cr)

₹ 559.57

1 Year CAGR

% 1.25

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
-0.09
3.56
7.58
1.25
Nifty 500
1.44
3.89
7.38
4.19
15.72
19.80
Sectoral/Thematic
0.79
3.78
9.04
2.93
19.62
22.36

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
% 121.00
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

₹ 23798.76

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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