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Union Business Cycle Fund - Direct Plan - IDCW Option

Union · International
High
₹12.24
Current NAV
06 Nov 2026
5.3%
1Y Return
11.8%
3Y CAGR
13.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.78).
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.78
Sharpe Ratio
1.58
Beta
5.78
Alpha
1.08
Sortino
Fund Details
Fund House Union
Category International
AUM ₹6830 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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