44642
41236
Union Business Cycle Fund - Direct (G)
4.11
-0.60
0.26
1.57
-0.17
7.02
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/UNIMF-1_0.png
7
1.04
4.11
Union Business Cycle Fund - Direct (G)
1.03
2.82
1.04
3.5
1 Year
Union Business Cycle Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
11.46
08 Jun 2026
-
-1.63%
1 Day
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 500
Min SIP -
₹ 1000
Min Lumpsum -
1.21%
Expense Ratio -
507 Cr
Fund Size -
2 Years
Fund Age
Returns and Ranks ( as on 08 Jun 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 4.11%
- 7.02
- -0.85Alpha
- 4.52SD
- 0.96Beta
- -0.31Sharpe
- Exit Load
- 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or Switched out after completion of 1 year from the date of allotment of units.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
-
- Contact :
- +91022-67483300
-
- Email ID :
- investorcare@unionmf.com
Other Calculators
FAQs
Union Business Cycle Fund - Direct (G) has delivered 15.50% since inception
The NAV of Union Business Cycle Fund - Direct (G) is ₹11.55 as of 08 Jun 2026
The expense ratio of Union Business Cycle Fund - Direct (G) is 1.21 % as of 08 Jun 2026
The AUM of Union Business Cycle Fund - Direct (G) 485.07 CR as of 08 Jun 2026
The minimum SIP amount of Union Business Cycle Fund - Direct (G) is 500
The top stock holdings of Union Business Cycle Fund - Direct (G) are
- ICICI Bank - 6.93%
- Axis Bank - 4.09%
- TREPS - 3.65%
- Bharat Electron - 3.12%
- Cummins India - 2.94%
The top sectors Union Business Cycle Fund - Direct (G) has invested in are
- Banks - 12.6%
- Automobiles - 8.81%
- Industrial Products - 8.5%
- Telecom-Services - 7.15%
- Pharmaceuticals & Biotech - 6%