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 553.46 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 2.45%. 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 Medium & - respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Bharti Airtel & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Auto & Truck Parts & Software & Programming.

Some of the similar funds are Tata Housing Opportunities Fund Regular Growth, HDFC MNC Fund Regular Growth, Bank of India Business Cycle Fund Regular Growth, Union Business Cycle Fund Regular Growth, Kotak Transportation & Logistics Fund Regular Growth. Union Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.