TradePilotMutual funds · Sectoral / Thematic
Union Business Cycle Fund
Union Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 152411
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF582M01JM9
- Plan / option
- Regular / Growth
- Fund age
- 2.7 years
- Expense ratio (TER)
- 3.03% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +6.2%
3 months▼ -0.3%
6 months▲ +4.7%
1 year▲ +4.9%
3-year CAGR–
5-year CAGR–
10-year CAGR–
Volatility (3y)15.4%
Sharpe (3y)0.13
Sortino (3y)0.17
Beta vs NIFTY 501.01
Max fall (3y)-20.4%
Computed from NAV (656 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 12.3300 |
| Direct · IDCW | 12.3300 |
| Regular · IDCW | 11.9100 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.