HP
Since Nov 2024
AUM managed
₹1,977.21Cr
Tenure
Since Nov 2024
Funds
2
Union Business Cycle Reg Gr
Sectoral/ ThematicUnion Mutual Fund
NAV
₹11.46
-2.72% today
AUM
₹509.93 Cr
Fund size
Expense
2.09%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings59
Inception05 Mar 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.31
Standard deviation18.26%
Sortino ratio0.45
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Union Business Cycle Reg Gr
Union Business Cycle Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Union Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.46 per unit and the scheme manages ₹509.93 Cr in assets under management. The fund charges an expense ratio of 2.09% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Union Business Cycle Reg Gr has delivered +1.42% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is 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. However, there is no assurance that the investment objective of the Scheme will be achieved.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Union Business Cycle Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -4.02% |
| 3 months | -0.35% |
| 6 months | +10.51% |
| 1 year | +1.42% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +5.18% |
| 6 months | +5.09% |
| 1 year | +10.02% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Union Business Cycle Reg Gr — frequently asked questions
What is the NAV of Union Business Cycle Reg Gr?
The latest net asset value (NAV) of Union Business Cycle Reg Gr is ₹11.46 per unit, -2.72% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Union Business Cycle Reg Gr delivered?
Union Business Cycle Reg Gr has returned +1.42% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Union Business Cycle Reg Gr?
Union Business Cycle Reg Gr charges an expense ratio of 2.09% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Union Business Cycle Reg Gr?
SEBI's riskometer classifies Union Business Cycle Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Union Business Cycle Reg Gr?
You can start a SIP in Union Business Cycle Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages Union Business Cycle Reg Gr?
Union Business Cycle Reg Gr is managed by Union Mutual Fund, holds ₹509.93 Cr in assets under management and invests across 59 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Union Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF582M01JM9
- Scheme code
- FS0000IMU0
Frequently asked questions
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