Union Business Cycle Fund - Regular Plan - Growth 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(%) | N/A | N/A | N/A | N/A |
The Current NAV of Union Business Cycle Fund - Regular Plan - Growth is ₹10.29.
It is better to invest in a fund with a longer track record as Union Business Cycle Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500 - TRI, as the Funds portfolio is similar to its benchmark.
Union Business Cycle Fund - Regular Plan - Growth fund’s expense ratio is 2.45%
The process for redemption is
The AUM of Union Business Cycle Fund - Regular Plan - Growth is currently ₹421 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and SBI and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% of fund’s portfolio respectively.
Top three sectors of Union Business Cycle Fund - Regular Plan - Growth fund are BFSI, Miscellaneous and Auto accounting for 44% of the total portfolio.
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 - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Sanjay Bembalkar and Hardick Bora manage the Union Business Cycle Fund - Regular Plan - Growth Fund.
Union Business Cycle Fund - Regular Plan - Growth current PE ratio is 47.87 and PB ratio is 6.08
The asset allocation of Union Business Cycle Fund - Regular Plan - Growth is Stocks : 85.86%, Debt : 14.16% and Gold : 0%
The minimum SIP amount for Union Business Cycle Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Union Business Cycle Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year