NAV on (11 May 2026 )
₹11.38 ▼
(-1.22%)
Fund Size
₹456.3 Crores
1Y Returns
9.95 %
The Investment Objective of the Scheme is to generate long-term capital ppreciation 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.
Union Asset Management Company Pvt. Ltd.
Launch Date
February 13, 2024
Fund Manager
Mr. Pratik Dharmshi
Initial Price
10
AUM Fund
456.3 Cr
Min investment
Rs 1000
Expense Ratio
2.58%
Daily - Rs. 100 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Weekly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Fortnightly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.Monthly - Rs. 500 and in multiples of Re. 1 thereafter. Minimum period of 6 installments.
1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
1 Month
+4.21%
6 Months
-0.61%
1 Year
+9.95%
2 Years (CAGR)
+5.83%
3 Years (CAGR)
NA
5 Years (CAGR)
NA
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 44.66% | 108.48% | ₹3935.83 | |
| 43.90% | 105.13% | ₹3935.83 | |
| 32.16% | 0.00% | ₹7304.61 | |
| 32.16% | 0.00% | ₹7304.61 | |
| 31.44% | 0.00% | ₹330.45 |
Q: What is the current NAV of Union Business Cycle Fund - Growth?
A: The latest NAV of Union Business Cycle Fund - Growth is ₹ 11.38 as on 11 May 2026.
Q: What type of mutual fund is Union Business Cycle Fund - Growth?
A: Union Business Cycle Fund - Growth is a 'Equity - Large Cap' type mutual fund managed by 'Union Asset Management Company Pvt. Ltd.'.
Q: What is the expense ratio of Union Business Cycle Fund - Growth?
A: The expense ratio of Union Business Cycle Fund - Growth is 2.58%, which impacts overall returns.
Q: Who manages Union Business Cycle Fund - Growth?
A: Union Business Cycle Fund - Growth is managed by Mr. Pratik Dharmshi, who oversees investment strategy and portfolio decisions.
Q: Is Union Business Cycle Fund - Growth a good investment?
A: Union Business Cycle Fund - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Union Business Cycle Fund - Growth?
A: The exit load of Union Business Cycle Fund - Growth is 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units., applicable if redeemed within the specified period.
Q: How is Union Business Cycle Fund - Growth taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.