← Union Mutual Fund
Union Business Cycle Fund - Regular Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF582M01JN7
NAV · 06-Jul-2026
₹11.8400
1M
+4.72%
6M
+2.35%
1Y (CAGR)
+4.63%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+7.41%
NAV history
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Risk & SIP analytics
Volatility (3y)
15.78%
Downside dev (3y)
13.32%
Max drawdown (3y)
-20.4%
Calendar-year returns
2025 +1.4%
Fund facts
Fund managerHarshad Patwardhan · Pratik Dharmshi
AUM₹5,115 Cr
TER · AMFI officialDirect 1.86% · Regular 3.08% (2026-06-30)
Launch date13-Feb-2024
Plan typeOpen Ended · Equity
Min lumpsumRs. 1000 and in multiples of Rs.1 thereafter
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 ↗