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: 2.38% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 574 Cr As on 30-11-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 year. |
10.48
0.06 (0.5725%)
5.01%
Benchmark: 12.5%
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 | - | - | - | - | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 32.98 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 26.88 | 42.05 | 23.39 | 26.15 | 15.94 |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 23.83 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 23.75 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 22.07 | 28.28 | 17.89 | 19.73 | 13.06 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 21.23 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 20.49 | 22.64 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 19.92 | 28.54 | 14.33 | 22.11 | - |
| Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 18.46 | 22.6 | 8.33 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.83%
Others
5.61%
Large Cap
61.17%
Mid Cap
22.39%
Scheme Documents
There are no scheme documents available
