NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Union Business Cycle Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹1,000
Expense Ratio	1.81%
NAV	₹12.45 (11 Nov 2026)
Fund Size	₹471.61 Cr
Fund Started	05 Mar 2024
Lock-in Period	No lock-in
Exit Load	1%If units are redeemed/switched out on or before completion of 1 year from the date of allotment NilIf redeemed or Switched out after completion of 1 year from the date of allotment of units

Returns	Union Business Cycle Fund - Direct (G)
1M	6.29%
3M	0.49%
6M	3.96%
1Y	6.02%
3Y	—
5Y	—
Since Inception	8.12%

Trailing risk-adjusted performance measures

Risk Ratio	Union Business Cycle Fund - Direct (G)
Alpha	0.91
Beta	0.97
Sharpe	0.02
Standard Deviation	4.64

Holding Analysis	Union Business Cycle Fund - Direct (G)
Top 5 Holdings	20.89%
Top 10 Holdings	33.59%
Portfolio Turnover	1.50
Equity	96.19%
Debt	4.20%
Cash	—

Fund Manager	Union Business Cycle Fund - Direct (G)
Name	,
Managing Since	01 Nov 2024

About	Union Business Cycle Fund - Direct (G)
AMC	Union Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty 500 TRI
Launch Date	13 Feb 2024