
Union Business Cycle Fund(G)-Direct Plan
+6.55%
1Y annualised
+6.55%
1Y annualised
-0.24% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹12.52
Min. SIP amount
₹500
Fund size (AUM)
471 Cr
Expense ratio
1.37%
Launched on
05 Mar 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹12.52
Min. SIP amount
₹500
Fund size (AUM)
471 Cr
Expense ratio
1.37%
Launched on
05 Mar 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
44.26%
Mid Cap
19.21%
Small Cap
32.72%
Others
3.82%
Sector Allocation
Bank
18.89%
It
9.32%
Healthcare
8.35%
Capital Goods
7.36%
Infrastructure
6.14%
Textile
5.78%
Chemicals
5.55%
Automobile & Ancillaries
5.48%
Others
32.57%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Harshad Patwardhan
Present
Pratik Dharmshi
Present
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FAQs
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