Union Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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.

The Union Business Cycle Fund Regular Growth has an AUM of 534.46 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. The minimum investment in Union Business Cycle Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include Treps, Infosys, HDFC Bank & ICICI Bank.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Chemical Manufacturing & Consumer Financial Services.

Some of the similar funds are Baroda BNP Paribas Business Cycle Fund Regular Growth, Bandhan Transportation and Logistics Fund Regular Growth, Union Business Cycle Fund Regular Growth, 360 ONE Quant Fund Regular Growth, WhiteOak Capital Special Opportunities Fund Regular Growth. Union Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.