NFO Monitor

Fund Fact

Name of Funds:

Union Business Cycle

Opening:

13th February 2024

Closing:

27th February 2024

Minimum Investment:

Rs. 1,000 and in multiples of Re. 1 thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out before 1 year from the date of allotment

Fund Stats

Objective:

The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through
allocation between sectors and stocks at different stages of business cycles in the economy.

Benchmark:

NIFTY 500

Fund Manager:

Sanjay Bembalkar, Hardick Bora

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

HSBC Business Cycles Fund	35.89(6M)	73.34(1Y)
Axis Business Cycles Fund	17.79(6M)	41.28(1Y)

Fund Prognosis

Idea Distiller

Businesses go through cycles and it seems there is a way to find out if they have bottomed or peaked and make investments accordingly.

Fund House AAUM:
Rs 1359480.34 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

I find the term very confusing. The business cycle. How does one make out the length or the extent of the cycle and when to get in/out.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028