Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 Dec 24)

₹ 11.16

AUM (in Cr)

₹ 573.82

6 Months Returns

% 1.79

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
4.61
-3.81
1.79
0.00
0.00
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

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

Scheme Information

Expense Ratio
% 2.40
Benchmark
Nifty 500
AUM
₹ 573.82
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

₹ 18874.86

No. of Schemes under this AMC

33

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

Back
Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/Thematic
Connect with an
Expertquotes
Personalized investment strategies from leading experts