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Union Business Cycle Fund - Direct Growth
-1.38
4.75
-3.45
2.50
14.70
  • NAV

    11.28

    as on 20 Dec 2024

  • ₹-0.19 (-1.66%)

    Last Change

  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.07%

    Expense Ratio
  • Rating

  • 574 Cr

    Fund Size

  • 0 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • -
  • -
  • -
  • 14.70
By Holding By Sector By Asset
7.93%
7.13%
6.20%
4.79%
3.54%
70.41%
View all Holdings
  • -0.36Alpha
  • 3.51SD
  • 0.82Beta
  • 0.80Sharpe
  • 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.
The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.

Harshad Patwardhan

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
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Union Mutual Fund

  • AUM :
  • 18,875Cr
  • Address :
  • Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
  • Contact :
  • +91022-67483300
  • Email ID :
  • investorcare@unionmf.com
  • Fund Name
  • AUM - ₹ 935
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FAQs

You can invest in Union Business Cycle Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Union Business Cycle Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Union Business Cycle Fund - Direct Growth has delivered 15.50% since inception

The NAV of Union Business Cycle Fund - Direct Growth is ₹11.55 as of 20 Dec 2024

The expense ratio of Union Business Cycle Fund - Direct Growth is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Union Business Cycle Fund - Direct Growth 485.07 CR as of 20 Dec 2024

The minimum SIP amount of Union Business Cycle Fund - Direct Growth is 500

The top stock holdings of Union Business Cycle Fund - Direct Growth are

  1. HDFC Bank - 7.93%
  2. TREPS - 7.13%
  3. ICICI Bank - 6.20%
  4. Infosys - 4.79%
  5. Bharti Airtel - 3.54%

The top sectors Union Business Cycle Fund - Direct Growth has invested in are

  1. Banks - 12.6%
  2. Automobiles - 8.81%
  3. Industrial Products - 8.5%
  4. Telecom-Services - 7.15%
  5. Pharmaceuticals & Biotech - 6%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Union Business Cycle Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Union Business Cycle Fund - Direct Growth based on your investment objective and risk tolerance

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