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FAQ : Union Business Cycle Fund - Growth - Direct Plan

Union Business Cycle Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) 1.18 N/A N/A N/A

The Current NAV of Union Business Cycle Fund - Growth - Direct Plan is ₹11.23.

It is better to invest in a fund with a longer track record as Union Business Cycle Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Union Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 1.93%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Union Business Cycle Fund - Growth - Direct Plan is currently ₹456 Crores.

The Top three stocks are ICICI Bank, Reliance Industries and SBI and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 33% of fund’s portfolio respectively.

Top three sectors of Union Business Cycle Fund - Growth - Direct Plan fund are BFSI, Auto and Capital Goods accounting for 50% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Union Business Cycle Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Harshad Patwardhan and Pratik Dharmshi manage the Union Business Cycle Fund - Growth - Direct Plan Fund.

Union Business Cycle Fund - Growth - Direct Plan current PE ratio is 40.34 and PB ratio is 7.42

The asset allocation of Union Business Cycle Fund - Growth - Direct Plan is Stocks : 95.50%, Debt : 4.50% and Gold : 0%

The minimum SIP amount for Union Business Cycle Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Union Business Cycle Fund - Growth - Direct Plan is 1% on or before 1 year, Nil after 1 year

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