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

Union Business Cycle IDCW Reinvest Direct Plan

NAV
₹10.6000
+1.34%
(17 Apr)
AUM
550 Cr
TER
0.63%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.0%
+4.8%
+4.2%
+4.2%
+4.2%
3Y
+29.2%
NA
+30.9%
+30.9%
+30.9%
5Y
+34.9%
NA
+31.3%
+31.3%
+31.3%
ALL
+12.7%
+5.3%
+11.9%
+11.9%
+11.9%
VOL
21.9%
16.8%
20.4%
20.4%
20.4%
TER
1.0%
0.6%
0.8%
0.8%
0.8%
AUM
₹2,329 Cr
₹550 Cr
₹4,789 Cr
₹4,789 Cr
₹4,789 Cr
INFO
0.58
0.32
0.59
0.59
0.59
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 Reinvest (DR)
₹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 28th Feb
Top holdings
HDFC Bank Ltd
8.0%
ICICI Bank Ltd
6.2%
Treps
6.2%
Infosys Ltd
5.2%
Bharti Airtel Ltd
4.9%
Larsen & Toubro Ltd
3.5%
UltraTech Cement Ltd
3.5%
Maruti Suzuki India Ltd
3.3%
Reliance Industries Ltd
3.0%
Kotak Mahindra Bank Ltd
3.0%
Top industry exposure
Financial Services
28.8%
Industrials
14.5%
Consumer Cyclical
13.3%
Healthcare
10.9%
Technology
9.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
210%
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
Pratik Dharmshi

FAQs