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Business News/Market/Market Stats/    Union Business Cycle Fund Regular Growth

Union Business Cycle Fund Regular Growth

+
  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
10.67 +0.14 (1.33%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)421.17
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio2.45%
  • CategoryEquity
  • Min Investment1000
  • Min SIP500
  • Launch Date2024-03-05

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 20 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 24.95
  • 5.55%
View More

Risk & Volitility

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

About Fund

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 421.17 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 - & - respectively.

 

The top holdings of the fund include Reliance Industries, Treps, ICICI Bank & Maruti Suzuki India.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Auto & Truck Parts.

 

Some of the similar funds are SBI Equity Minimum Variance Fund Regular Growth, Baroda BNP Paribas Business Cycle Fund Regular Growth, Bandhan Transportation and Logistics Fund Regular Growth, Union Business Cycle Fund Regular Growth, Quant Commodities Fund Regular Growth. Union Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Union Business Cycle Fund Regular Growth

According to the morning star rating Union Business Cycle Fund Regular Growth has a & return.
Union Business Cycle Fund Regular Growth is managed by Hardick Bora,Sanjay Bembalkar.
The expense ratio of Union Business Cycle Fund Regular Growth is 2.45%.
The 5 year annualized return on Union Business Cycle Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in Union Business Cycle Fund Regular Growth is 1000 Rs.
Union Business Cycle Fund Regular Growth has an AUM of 421.17 crores.
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