- Home
- Mutual Funds
- AMC
- Union Mutual Fund
- Union Business Cycle Fund Idcw Direct Plan
Union Business Cycle Fund Idcw Direct Plan
NAV (Apr 26,2024)
Introducing the Union Business Cycle Fund - IDCW - Direct Plan, designed to meet the financial goals of investors. With a minimum investment of ₹1000, this fund aims to offer attractive returns. The fund has no lock-in period, ensuring flexibility for investors. Established on March 5, 2024, this plan provides an opportunity for individuals to grow their wealth while navigating the ups and downs of the business cycle. Invest in the Union Business Cycle Fund - IDCW - Direct Plan for a secure financial future.
Union Business Cycle Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Union Business Cycle Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio47.88
- P/B Ratio6.08
- Alpha0.07
- Beta0.57
- Sharpe0.21
- Sortino0.38
Fund Overview
1.20%
0%
No Lock-in
₹ 421.17 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 27, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS23.35%
- Reliance Industries Ltd6.53%
- ICICI Bank Ltd4.95%
- State Bank of India3.90%
- Zomato Ltd3.46%
- Larsen & Toubro Ltd2.97%
- Bharti Airtel Ltd2.93%
- NTPC Ltd2.74%
- TVS Motor Company Ltd2.55%
- Bajaj Auto Ltd2.55%
- Sona Blw Precision Forgings Ltd2.48%
- Tata Steel Ltd2.10%
- Shriram Finance Ltd1.99%
- Sun Pharmaceutical Industries Ltd1.98%
- Canara Bank1.97%
- Cipla Ltd1.97%
- HDFC Bank Ltd1.96%
- Tata Motors Ltd1.96%
- Tata Consultancy Services Ltd1.66%
- DLF Ltd1.50%
- Cummins India Ltd1.50%
- Power Grid Corporation of India Ltd1.49%
- Zydus Lifesciences Ltd1.46%
- Jio Financial Services Ltd1.43%
- Maruti Suzuki India Ltd1.35%
- Kaynes Technology India Ltd1.31%
- Ajanta Pharma Ltd1.26%
- Alembic Pharmaceuticals Ltd1.17%
- Info Edge India Ltd1.06%
- Mankind Pharma Ltd1.04%
- Godrej Properties Ltd1.02%
- Bharat Heavy Electricals Ltd1.01%
- Indian Bank1.00%
- Thermax Ltd1.00%
- GAIL India Ltd0.99%
- Bharat Electronics Ltd0.99%
- Oil & Natural Gas Corporation Ltd0.98%
- Gujarat Gas Ltd0.98%
- Coal India Ltd0.97%
- Jindal Steel & Power Ltd0.96%
- Lupin Ltd0.96%
- Oil India Ltd0.95%
- Macrotech Developers Ltd0.94%
- Sonata Software Ltd0.93%
- PB Fintech Ltd0.93%
- Glenmark Life Sciences Ltd0.92%
- GE T&D India Ltd0.89%
- Hero MotoCorp Ltd0.79%
- HCL Technologies Ltd0.75%
- Prestige Estates Projects Ltd0.73%
- Jindal Stainless Ltd0.73%
- Hitachi Energy India Ltd0.66%
- Solar Industries India Ltd0.52%
- Brigade Enterprises Ltd0.04%
- Net Receivable Payable-9.19%
- Miscellaneous14.16%
- Pharmaceuticals & Drugs10.76%
- Bank - Private6.90%
- Bank - Public6.88%
- Refineries6.53%
- e-Commerce3.46%
- Finance - NBFC3.42%
- IT - Software3.34%
- Auto Ancillary2.48%
- Oil Exploration1.93%
- Electric Equipment1.55%
- Diesel Engines1.50%
- BPO/ITeS1.06%
- Mining & Minerals0.97%
- Fintech0.93%
- Chemicals0.52%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential US Bluechip Equity Fund - Growth | EQUITY | Very High | 32.04% |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 30.74% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 30.59% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 29.22% |
Samco Active Momentum Fund - Regular Plan - Growth | EQUITY | Moderately High | 26.50% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 25.47% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 24.97% |
Bandhan Transportation and Logistics Fund - Regular Plan - Growth | EQUITY | Very High | 22.49% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 16.99% |
Kotak Pioneer Fund - Regular Plan - Growth | EQUITY | Very High | 14.58% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India PSU Equity Fund - Growth | EQUITY | Very High | 84.78% |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 68.22% |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 60.72% |
360 ONE Quant Fund - Regular Plan - Growth | EQUITY | Very High | 58.12% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 47.66% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 41.29% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 41.10% |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | EQUITY | Very High | 36.78% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 36.02% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 35.48% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
UTI Transportation and Logistics Fund - Regular Plan - IDCW | EQUITY | Very High | 28.89% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 26.33% |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 24.57% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 24.33% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 23.98% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 23.69% |
Quantum ESG Best In Class Strategy Fund - Growth - Direct Plan | EQUITY | Very High | 15.28% |
Axis Special Situations Fund - Regular Plan - Growth | EQUITY | Very High | 14.78% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 10.76% |
ICICI Prudential US Bluechip Equity Fund - Growth | EQUITY | Very High | 8.96% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India PSU Equity Fund - Growth | EQUITY | Very High | 27.16% |
SBI Magnum COMMA Fund - Regular Plan - Growth | EQUITY | Very High | 22.99% |
Franklin India Opportunities Fund - Growth | EQUITY | Very High | 22.71% |
Nippon India Quant Fund - Growth | EQUITY | Very High | 19.28% |
HSBC Business Cycles Fund - Regular Plan - Growth | EQUITY | Very High | 18.80% |
Tata Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.45% |
Taurus Ethical Fund - Regular Plan - Growth | EQUITY | Very High | 18.28% |
HDFC Housing Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 18.11% |
ICICI Prudential US Bluechip Equity Fund - Growth | EQUITY | Very High | 15.31% |
Aditya Birla Sun Life MNC Fund - Regular Plan - Growth | EQUITY | Very High | 9.31% |
Fund Managers
Mr. Sanjay BembalkarFund Manager
Mr. Hardick BoraCo-Fund Manager
Over 8 years of experience in the financial services sector.
Get your latest Credit Score, FREE
Compare with similar Funds
Union Business Cycle Fund - IDCW - Direct Plan
Union Business Cycle Fund - IDCW - Direct Plan
Union Business Cycle Fund - IDCW - Direct Plan
Union Business Cycle Fund - IDCW - Direct Plan
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Edelweiss Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Small Cap Fund - Growth - Direct Plan (Adjusted)
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the