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

Union Business Cycle IDCW Payout Direct Plan

NAV
₹11.9300
+0.17%
(13 Sep)
AUM
560 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
+67.0%
+67.0%
+67.0%
+66.3%
NA
3Y
+40.0%
+40.0%
+40.0%
+40.3%
NA
5Y
+28.9%
+28.9%
+28.9%
NA
NA
ALL
+13.2%
+13.2%
+13.2%
+32.8%
+19.3%
VOL
20.3%
20.3%
20.3%
23.2%
17.8%
TER
0.7%
0.7%
0.7%
0.4%
1.1%
AUM
₹4,851 Cr
₹4,851 Cr
₹4,851 Cr
₹5,946 Cr
₹560 Cr
INFO
0.65
0.65
0.65
1.41
1.08
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 IDCW Payout (DP)
₹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 Jul
Top holdings
Treps
6.6%
HDFC Bank Ltd
6.5%
ICICI Bank Ltd
5.4%
Infosys Ltd
5.2%
Reliance Industries Ltd
3.5%
Tata Consultancy Services Ltd
3.4%
Larsen & Toubro Ltd
3.3%
Godrej Properties Ltd
2.9%
Axis Bank Ltd
2.6%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.3%
Industrials
20.9%
Technology
14.9%
Consumer Cyclical
8.8%
Communication Services
7.4%
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)
Hardick Bora
Sanjay Bembalkar

FAQs