Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (24 Mar 25)

₹ 10.35

AUM (in Cr)

₹ 513.00

1 Year CAGR

% -0.88

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
5.20
-10.21
-15.47
-0.88
Nifty 500
6.00
-6.09
-12.90
3.82
12.90
26.78
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
Connect with an
Expertquotes
Personalized investment strategies from leading experts