Union Business Cycle Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Union Business Cycle Growth Direct Plan

NAV
₹11.2100
-0.88%
(8 Nov)
AUM
578 Cr
TER
1.07%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+66.1%
+66.1%
+59.0%
+54.2%
NA
3Y
+36.5%
+34.2%
+36.1%
+33.2%
NA
5Y
+26.1%
+29.6%
NA
+31.6%
NA
ALL
+13.0%
+18.3%
+30.8%
+18.4%
+12.1%
VOL
20.3%
19.6%
22.7%
18.2%
17.1%
TER
0.7%
0.8%
0.5%
1.2%
1.1%
AUM
₹4,703 Cr
₹1,436 Cr
₹5,896 Cr
₹6,424 Cr
₹578 Cr
INFO
0.64
0.93
1.35
1.01
0.71
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Union Business Cycle (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Treps
7.7%
Infosys Ltd
5.1%
HDFC Bank Ltd
5.0%
ICICI Bank Ltd
4.5%
Reliance Industries Ltd
4.2%
Tata Consultancy Services Ltd
3.4%
Larsen & Toubro Ltd
3.1%
Info Edge (India) Ltd
2.6%
Bharti Airtel Ltd
2.6%
Pidilite Industries Ltd
2.5%
Top industry exposure
Financial Services
20.9%
Industrials
18.0%
Technology
14.1%
Healthcare
10.0%
Communication Services
9.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Harshad Patwardhan
Sanjay Bembalkar

FAQs