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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(%) | N/A | N/A | N/A | N/A |
The Current NAV of Union Business Cycle Fund - Growth - Direct Plan is ₹10.88.
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. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
Union Business Cycle Fund - Growth - Direct Plan fund’s expense ratio is 1.07%
The process for redemption is
The AUM of Union Business Cycle Fund - Growth - Direct Plan is currently ₹585 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Bharti Airtel and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 40% of fund’s portfolio respectively.
Top three sectors of Union Business Cycle Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and IT accounting for 46% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 47.89 and PB ratio is 8.84
The asset allocation of Union Business Cycle Fund - Growth - Direct Plan is Stocks : 92.46%, Debt : 7.58% 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