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Snapshot
Snapshot
Union Business Cycle Fund - Regular (IDCW)
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Summary
Fund Name : Union Mutual Fund
Scheme Name : Union Business Cycle Fund - Regular (IDCW)
AMC : Union Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 13-Feb-24
Fund Manager : Harshad Patwardhan
Net Assets:(Rs. cr) 509.93
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 1000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 0.25 0.00 6.83 7.22 6.36 NA NA 7.10
Category Avg -0.46 -0.92 7.44 9.26 6.41 13.00 12.44 13.49
Category Best 7.12 10.65 25.05 39.65 36.78 37.57 23.90 43.48
Category Worst -2.36 -5.92 -3.60 -8.23 -16.02 -3.90 -0.06 -12.10
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9726 4.6369 0.1890 0.0368 0.0205
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 8.97
Larsen & Toubro 4.20
HDFC Bank 4.12
Axis Bank 3.19
SBI 3.05
One 97 2.63
Ujjivan Small 2.55
Reliance Industr 2.23
Tech Mahindra 2.23
Sona BLW Precis. 2.23
Coforge 2.18
B H E L 2.13
Solar Industries 2.05
Sai Life 2.01
Prestige Estates 1.97
Navin Fluo.Intl. 1.94
Apollo Hospitals 1.80
Mphasis 1.79
Cipla 1.77
Shriram Finance 1.72
Tata Motors 1.71
Power Mech Proj. 1.69
Arvind Ltd 1.63
Motherson Wiring 1.62
Krishna Institu. 1.57
RBL Bank 1.56
GE Vernova T&D 1.53
Delhivery 1.51
Mankind Pharma 1.47
Dixon Technolog. 1.47
Cholaman.Inv.&Fn 1.39
Cummins India 1.36
Maruti Suzuki 1.28
360 ONE 1.19
Data Pattern 1.16
Aurobindo Pharma 1.13
KEI Industries 1.10
ZF Commercial 1.07
JSW Steel 1.04
Aarti Industries 1.01
Interglobe Aviat 1.01
Bank of Maha 1.00
Fusion Finance 0.99
CreditAcc. Gram. 0.98
Zen Technologies 0.96
PVR Inox 0.90
Angel One 0.89
Garden Reach Sh. 0.84
Jindal Saw 0.79
Dr Lal Pathlabs 0.78
Cemindia Project 0.74
Bharat Electron 0.71
K P R Mill Ltd 0.71
Gokaldas Exports 0.69
Adani Enterp. 0.67
Corona Remedies 0.57
Wockhardt 0.48
Hindustan Copper 0.40
Indo Count Inds. 0.35
TBILL-91D 0.08
TREPS 3.63
Net CA & Others -0.45
TVS Motor Co. 0.03
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