Union Business Cycle Fund · Regular · Growth
NAV
₹11.3300
as of 30 Sept 2026
Expense Ratio
3.11%
AUM
₹506 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.26%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.98%
SIP returns (XIRR)
- 1Y
- +0.48%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.03%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.32
Sharpe Ratio
+0.04
Alpha
0.28
Beta
0.31
Sortino
14.45%
Std Dev
-13.39%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Union Business Cycle Fund · Regular · 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 · Regular · Growth is a Sectoral / Thematic mutual fund offered by Union Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹506 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.11%.