Union Mutual Fundimage

Union Business Cycle Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (20 Jan 25)

₹ 10.61

AUM (in Cr)

₹ 585.07

6 Months Returns

% -6.19

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Union Business Cycle Fund
-4.93
-8.61
-6.19
0.00
0.00
0.00
Nifty 500
-2.23
-6.79
-4.19
12.31
13.55
18.04
Sectoral/Thematic
-8.43
-9.48
-5.05
14.84
15.98
20.68

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

Scheme Information

Expense Ratio
% 2.38
Benchmark
Nifty 500
AUM
₹ 585.07
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

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Union Business Cycle Fund

EquitySectoral/Thematic
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