Union Business Cycle Fund Regular Payout of Income Distribution cum capital withdrawal option
EquityEquity - Other
11.27
-0.08(-0.70%)
NAV as on 16 Dec, 2025
CAGR
7.38%
- AUM (Crs.)553.46
- Expense Ratio2.45 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average209.99 / 85.13
- Top 5 Stocks Wt.22.55
- Top 10 Stocks Wt.38.22
- Top 3 Sectors Wt.66.16
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryHarshad Patwardhan, Pratik Dharmshi
- Launch Date05 Mar, 2024
- BenchmarkS&P BSE 500
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.
Riskometer
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