Union Business Cycle Fund (G) Mutual fund

Union Business Cycle Fund (G)

Q: How to Invest in Union Business Cycle Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Union Business Cycle Fund good?

The Union Business Cycle Fund has an AUM of ₹573.82 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.41%. The risk is Very High against the category average of 70.28.

Q: Is Union Business Cycle Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Union Business Cycle Fund?

There is no lock-in period applicable on Union Business Cycle Fund.

Q: What is the expense ratio of Union Business Cycle Fund?

The expense ratio of Union Business Cycle Fund is 2.4%.

Equity

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Sectoral

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Fund Details

Current NAV

₹11.22

Expense Ratio

2.4%

Min SIP

₹100

Fund Size

₹574Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or Switched out after completion of 1 year from the date of allotment of units.

Fund Performance

Alpha

-1.72%

Beta

0.82

Sharpe Ratio

0.6909

Risk

12.16%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Union Business Cycle Fund (G) FAQs

Q1. How to Invest in Union Business Cycle Fund through Rupeezy?

Q2. Is Union Business Cycle Fund good?

Q3. Is Union Business Cycle Fund tax free?

Q4. What is the lock-in period of Union Business Cycle Fund?

Q5. What is the expense ratio of Union Business Cycle Fund?

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