Sectoral/Thematic · Regular plan · Growth
Union Business Cycle Fund (Regular)
Union Mutual Fund · benchmark Nifty 500 TRI · 2.7 years old · AMFI code 152411
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Track-record rating
Not rated yet: a rating needs at least 3 years of history (1 year for index funds).
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.7% | 2.5% | +1.2% | 8 / 18 |
| 1 year | 2.2% | -1.0% | +3.2% | 5 / 17 |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Volatility, 3Y15.3%
Up capture, 3Y99
Down capture, 3Y101
Information ratio, 3Y-0.11
Beta, 3Y0.99
Sharpe, 3Y0.01
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Union Business Cycle Fund (Regular plan)?
₹11.71 on 5 Nov 2026 (Growth option).
What is the expense ratio of Union Business Cycle Fund (Regular)?
3.03% a year; the Direct plan's is 1.78%.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Union Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.