Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (28 Mar 25)

₹ 10.28

AUM (in Cr)

₹ 513.00

1 Year CAGR

% 1.68

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
6.97
-8.46
-14.76
1.68
Nifty 500
7.35
-4.74
-12.57
6.37
14.43
26.21
Sectoral/Thematic
-4.40
-14.48
-15.12
6.96
14.09
19.25

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

Scheme Information

Expense Ratio
% 2.40
Benchmark
Nifty 500
AUM
₹ 513.00
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

₹ 20143.99

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

Union Mutual Fundimage

Union Business Cycle Fund

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