Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (21 Jul 25)

11.15

AUM (in Cr)

₹ 591.18

1 Year CAGR

% -1.41

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
1.00
5.49
7.31
-1.41
Nifty 500
1.67
6.69
9.70
3.29
18.99
22.09
Sectoral/Thematic
2.67
8.11
8.08
4.70
22.59
24.47

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

Scheme Information

Expense Ratio
% 2.35
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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