Union Business Cycle Fund - Regular Plan - Growth Option
Fund House: Union Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 05-03-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.4% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 year. |
10.85
0.05 (0.4608%)
8.72%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Schemeseeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 53.33 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 47.77 | 40.83 | 23.92 | 26.94 | 16.33 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 40.87 | 30.46 | 20.96 | 22.16 | 13.86 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 39.53 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 39.13 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 34.77 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 33.8 | 29.44 | 14.43 | 23.67 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 33.01 | 25.0 | 18.48 | 21.94 | 14.18 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 32.64 | 22.47 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.24%
Others
6.63%
Large Cap
58.48%
Mid Cap
18.65%
