← Union Mutual Fund
Union Business Cycle Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF582M01JR8
NAV · 06-Jul-2026
₹12.2100
1M
+4.75%
6M
+2.80%
1Y (CAGR)
+5.76%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+8.82%
NAV history
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Risk & SIP analytics
Volatility (3y)
15.79%
Downside dev (3y)
13.41%
Max drawdown (3y)
-19.9%
Calendar-year returns
2025 +2.8%
Fund facts
Fund managerHarshad Patwardhan · Pratik Dharmshi
AUM₹5,115 Cr
Expense ratio1.03% · 2026-05-31
TER · AMFI officialDirect 1.86% · Regular 3.08% (2026-06-30)
Launch date13-Feb-2024
Plan typeOpen Ended · Equity
Min lumpsum₹1,000
Min SIP₹500
Lock-inNone
Volatility15.70
AMCUnion Asset Management Company Private Limited
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.
scheme documents ↗