InvestVerdict
Union Business Cycle Fund
Regular Plan · Growth Option · Sectoral / Thematic · Scheme code 152411
Fund houseUnion Mutual Fund
CategorySectoral / Thematic
Plan & optionRegular · Growth Option
History2.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.66 | 5.01 | 4.92 | 9.43 | — | — | — | — | 7.59 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Sectoral / Thematic category median |
— | — | — | 5.66 | 15.62 | 12.90 | — | 13.92 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 15.3% | 0.07 | 0.10 | 0.98 | 0.03% | -20.4% | 90.55 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 29 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 72 | -6.3% | 2.5% | 17.2% | 32% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.