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41236
Union Business Cycle Fund - Direct (G)
7.02
1.60
-0.41
4.87
5.15
8.06
7
1.07
7.02
Union Business Cycle Fund - Direct (G)
1.07
7.02
1.04
3.5
1 Year
Begin with SIP Invest One-Time
  • NAV

    12.05

    31 Jul 2026

  • 0.50%

     1 Day

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 1.86%

    Expense Ratio

  • NA

     Rating

  • 520 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

SIP One-Time
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  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 31 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 7.02%
  • 8.06

Scheme Allocation

By Holding By Sector By Asset
8.43%
4.99%
4.60%
4.57%
3.00%
74.41%
View All

Advance Ratio

  • 1.42Alpha
  • 4.80SD
  • 0.98Beta
  • 0.23Sharpe

Exit Load & Tax Implication

  • 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.

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 Managers

Harshad Patwardhan

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Union Mutual Fund

41236
  • Fund Name

AMC Contact Details

  • Address :
  • Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
    • Contact :
    • +91022-67483300
    • Email ID :
    • investorcare@unionmf.com
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