Union Business Cycle Fund - Direct Plan - Growth Option
Mutual Fund · Equity Scheme - Sectoral/ Thematic · As of 18 Oct 2026, 7:45 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
46/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 2.6 years of history — too short to judge through a full cycle
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹11.74
As of
16 Oct 2026
Fund History Available
2.6 yrs
1Y Return (CAGR)
-0.7%
Negative
3Y Return (CAGR)
6.5%
Annualized Volatility
15.4%
Moderate
Sharpe Ratio (est.)
0.05
Weak risk-adj. return
Max Drawdown
-19.9%
Notable drop seen
Category
Equity Scheme - Sectoral/ Thematic
Fund House
Union Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,06,311
Estimated Gain
₹1,06,311
Risk Flags
Estimated Sharpe ratio (0.05) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
