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
₹512 Cr
N/A
2.43
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 | 5.34 | -0.33 | 11.15 |
| 6M | 2.87 | 1.41 | 105.79 |
| 1Y | 4.97 | 3.87 | 179.84 |
| 3Y | 0.00 | 10.92 | 339.07 |
Portfolio Analysis
- Equity: 95.76%
- Debt: 4.24%
- Others
About Fund Union Business Cycle Fund Growth
Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹512 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.43. 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 |
|---|---|---|---|
| WhiteOak Capital Quality Equity Fund Growth | 0 | 610.99 CR | 2.43 |
| Baroda BNP Paribas ESG Best-in-Class Strategy Fund Growth | 0 | 636.38 CR | 2.41 |
| Union Business Cycle Fund Growth | 0 | 511.53 CR | 2.43 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Quality Equity Fund Growth | -4.7418 | 0 |
| This FundBaroda BNP Paribas ESG Best-in-Class Strategy Fund Growth | 0 | 0 |
| This FundUnion Business Cycle Fund Growth | 4.9689 | 0 |
| This FundHDFC Defence Fund Growth | 16.2206 | 191.9108 |
| This FundNippon India Taiwan Equity Fund Growth | 176.0373 | 321.2152 |
Union Business Cycle Fund Growth FAQs
- 1 Month : 5.34%
- 6 Months : 2.87%
- 1 Year : 4.97%
- 3 Years : 0.00%
