MF
MFGenie.ai
Sectoral / Thematic

Union Business Cycle Fund · Direct · Growth

Union Mutual Fund

NAV

₹11.9500

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+6.79%
3Y
5Y
Since Inception
+8.11%

SIP returns (XIRR)

1Y
+9.01%
3Y
5Y
Since Inception
+6.27%

Performance Comparison

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Fund Details

Fund HouseUnion Mutual Fund
CategorySectoral / Thematic
Launch Date05 Mar 2024
AMFI Code152409
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% 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

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Union Business Cycle Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Union Business Cycle Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by Union Mutual Fund. The fund has been operational for over 2 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations