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Partner With Us NRI

Apr 22, 2024


Category

Equity

AUM (Cr.)

421.17

Exit Load (%)

1.00

Min Inv Lumpsum

1,000

Expense Ratio

0.00

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Sanjay Bembalkar

Inception Date

Mar 05, 2024

Risk Level

Very High

Investment 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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Union Business Cycle Fund - Regular (IDCW) 1.4 0 0 0 0 1.6
Benchmark - Nifty 500 TRI 3.96 18.13 38.53 20.3 17.17 0
Category Average - BEST EQUITY PERFORMERS 3.13 21.54 44.43 21.73 19.26 17.89
Category Rank 8/6 4/6 7/6 8/6 6/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 18.3170 2.36 0.00 0.00 0.00 2,248.41 2.04 100.00 invest
HDFC Defence Fund - Regular (IDCW) 18.3170 2.36 0.00 0.00 0.00 2,248.41 2.04 100.00 invest
HSBC Business Cycles Fund (IDCW) 24.7879 1.81 47.24 24.73 18.89 764.45 2.40 5,000.00 invest
HSBC Business Cycles Fund (G) 35.9357 1.81 47.24 24.74 19.04 764.45 2.40 5,000.00 invest
Aditya Birla SL International Equity Fund (IDCW) 15.3786 -6.39 2.39 1.29 7.77 202.18 2.53 1,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Reverse Repo-TREPS Mar 31, 2024 98.34 23.35 0.00
Equity-Reliance Industr Mar 31, 2024 27.49 6.53 0.00
Equity-ICICI Bank Mar 31, 2024 20.83 4.95 0.00
Equity-St Bk of India Mar 31, 2024 16.44 3.90 0.00
Equity-Zomato Ltd Mar 31, 2024 14.58 3.46 0.00
Equity-Larsen & Toubro Mar 31, 2024 12.52 2.97 0.00
Equity-Bharti Airtel Mar 31, 2024 12.35 2.93 0.00
Equity-NTPC Mar 31, 2024 11.53 2.74 0.00
Equity-TVS Motor Co. Mar 31, 2024 10.76 2.55 0.00
Equity-Bajaj Auto Mar 31, 2024 10.75 2.55 0.00

latest news

Union MF Announces change in scheme name

Union Mutual Fund has announced change in scheme name under the following s...

Jan 15, 2024 11:31

Union MF Announces change in scheme name

Union Mutual Fund has announced change in scheme name under the following s...

Dec 08, 2023 10:10

Union MF Announces Change In Risk-o-meter of the Benchmark

Union Mutual Fund has announced Change in the Risk-o-meter of the Benchmark...

Nov 08, 2023 10:37

Union MF Announces Change In Risk-o-meter of the Benchmark

Union Mutual Fund has announced Change in the Risk-o-meter of the Benchmark...

Aug 12, 2023 10:02

Union MF Announces Appointment of Co-Fund Manager under Union Corporate Bond Fund

Union Mutual Fund has announced that Mr. Shrenuj Parekh is hereby appointed...

Jul 18, 2023 11:11

Union MF Announces Change In Risk-o-meter of the Benchmark

Union Mutual Fund has announced Change in the Risk-o-meter of the Benchmark...

Jul 07, 2023 11:38

SCHEME DETAILS

AMC Name : Union Mutual Fund
Fund Name : Union Business Cycle Fund - Regular (IDCW)
Contact Persone : Sanjay Bembalkar
Registered Address : Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Telephone No : 022-67483300
Fax No. : 022-67483402
Email : investorcare:unionmf.com
Website : www.unionmf.com