Union Business Cycle Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Union Business Cycle Fund Growth Fund Overview
SIP ₹500 & Lump. ₹1000
₹485 Cr
N/A
3.11
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.
NIfty 500 Total Return
Union Business Cycle Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.01 | -2.23 | 8.60 |
| 6M | -3.01 | -0.37 | 12.71 |
| 1Y | -5.19 | 1.28 | 90.88 |
| 3Y | 0.00 | 10.51 | 281.41 |
Portfolio Analysis
- Equity: 94.67%
- Debt: 5.33%
- Others
About Fund Union Business Cycle Fund Growth
Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹485 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.11. Under the expert guidance of Pratik Dharmshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Pratik Dharmshi
Mr. Pratik Dharmshi has done B. Com & CA. Prior to joining Union AMC, he was associated with UTI Pension Fund Limited, Safe Enterprises, Girik Capital, Edelweiss AMC, JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sundaram Multi-Factor Fund Growth | 0 | 789 CR | 3.26 |
| WhiteOak Capital Quality Equity Fund Growth | 0 | 553 CR | 2.69 |
| Union Business Cycle Fund Growth | 0 | 485 CR | 3.11 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,406 CR | 0.59 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,147 CR | 2.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Multi-Factor Fund Growth | -11.91 | 0 |
| This FundWhiteOak Capital Quality Equity Fund Growth | -10.3933 | 0 |
| This FundUnion Business Cycle Fund Growth | -5.1948 | 0 |
| This FundUTI Gold Exchange Traded Fund Growth | 12.1953 | 131.1935 |
| This FundNippon India Taiwan Equity Fund Growth | 88.3403 | 266.0214 |
Union Business Cycle Fund Growth FAQs
- 1 Month : -6.01%
- 6 Months : -3.01%
- 1 Year : -5.19%
- 3 Years : 0.00%
