Union Business Cycle Fund - Direct - Growth
Equity Scheme by Union Asset Management Company Private Limited
1Y Returns (CAGR)
6.13%
Expense Ratio
1.90%
as of 01/07/2026
AUM
₹7.97 Cr
Qtr End: Mar 26
NAV
₹12.11
as of 17/07/2026
1Y Returns (CAGR)
6.13%
Expense Ratio
1.90%
as of 01/07/2026
AUM
₹7.97 Cr
Qtr End: Mar 26
NAV
₹12.11
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.85% | 20.85% | 14.24% |
| 6M | 5.40% | 11.08% | 19.46% |
| 1Y | 6.13% | 6.13% | 15.52% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 13/02/2024
- Fund Age
- 2.4 years
- Minimum Investment
- ₹1,000
- Fund House
- Union Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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