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 549.98 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 2.36%. 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 & Low respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Bharti Airtel & Reliance Industries.

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

Some of the similar funds are SBI Magnum Comma Fund Regular Growth, Baroda BNP Paribas Business Cycle Fund Regular Growth, HDFC MNC Fund Regular Growth, Union Business Cycle Fund Regular Growth, Bank of India Business Cycle Fund Regular Growth. Union Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.