Union Business Cycle Fund - Direct Plan - IDCW Option
Expense Ratio: 1.37
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 13-02-2024
Exit Load: Nil
Fund Size:₹542.57 Cr
Performance
1Y
Fund0.00%
Cat. Avg.N/A
2Y
Fund-0.55%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund6.45%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Ltd. | 43.83 | 8.43% |
| 2 | Axis Bank Ltd. | 25.96 | 4.99% |
| 3 | Larsen & Toubro Ltd. | 23.90 | 4.60% |
| 4 | HDFC Bank Ltd. | 23.74 | 4.57% |
| 5 | Bharat Heavy Electricals Ltd. | 15.61 | 3.00% |
| 6 | State Bank of India | 15.55 | 2.99% |
| 7 | Interglobe Aviation Ltd. | 15.47 | 2.97% |
| 8 | GE Vernova T&D India Ltd. | 14.49 | 2.79% |
| 9 | Cummins India Ltd. | 14.28 | 2.75% |
| 10 | Power Mech Projects Ltd. | 13.69 | 2.63% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60352 | +0.6% | +1.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.7% | +3.7% |
| SI | 08 Apr, 24 | 1.55 L. | 1.62 L. | +4.2% | +3.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1 L. | 0.0% | 0.0% |
| 2Y | 16 Oct, 24 | 1 L. | 98905 | -1.1% | -0.5% |
| SI | 12 Mar, 24 | 1 L. | 1.18 L. | +17.6% | +6.5% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.