Union Business Cycle Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 05-03-2024
AUM:
₹ 449.43 Cr
Expense Ratio
2.43%
Benchmark
NIFTY 500 TRI
ISIN
INF582M01JN7
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
0
Fund Manager
Hardick Bora, Sanjay Bembalkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Union Business Cycle Fund - Regular Plan - IDCW Option | - | - | - |
| NIFTY 500 TRI | 33.91 | 19.08 | 18.78 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.19
Last change
0.03 (0.2944%)
Fund Size (AUM)
₹ 449.43 Cr
Performance
2.1% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Schemeseeks 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.
Fund Manager
Hardick Bora, Sanjay Bembalkar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Reliance Industries Ltd. | 6.04 |
| Others | 5.55 |
| ICICI Bank Ltd. | 4.88 |
| Maruti Suzuki India Ltd. | 4.19 |
| State Bank of India | 4.02 |
| Zomato Ltd. | 3.44 |
| Cummins India Ltd. | 3.43 |
| Bharti Airtel Ltd. | 2.96 |
| NTPC Ltd. | 2.77 |
| Godrej Properties Ltd. | 2.53 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 20.8 |
| Capital Goods | 13.92 |
| Energy | 13.14 |
| Automobile | 9.41 |
| Construction | 8.44 |
| Healthcare | 7.53 |
| Metals & Mining | 7.22 |
| Services | 7.08 |
| Others | 4.71 |
| Communication | 3.92 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Union Business Cycle Reg IDCW | 0.0 |
| Franklin India Opportunities Gr | 24.46 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.47 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.28 |
| SBI Magnum Comma Fund Reg Gr | 22.25 |
| Taurus Ethical Fund Reg Gr | 19.05 |
| HSBC Business Cycles Fund Reg Gr | 20.39 |