Union Business Cycle Fund Direct Growth

Scheme code: INF582M01JQ0 NAV value: ₹ 10.6600 NAV date: 19 March, 2026 TER: 1.57%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.67	18.69	2.00	2.80	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	2.8
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	2.8
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	2.8
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	2.8
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,25,258 - Absolute Returns: ₹25,258 - CAGR: %

Max Drawdown

-19.90 %

Drawdown Duration

5 months

Avg Drawdown

-5.89 %

1 Y

0.1407

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.95	1.04	107.9	102.4	7.85 %	4.00 %
3 years	0.84	1.04	101.3	99.9	2.76 %	2.09 %
5 years	0.60	1.04	101.3	99.9	1.65 %	1.25 %
7 years	0.50	1.04	101.3	99.9	1.17 %	0.89 %
10 years	0.43	1.04	101.3	99.9	0.82 %	0.62 %
12 years	0.39	1.04	101.3	99.9	0.68 %	0.52 %
15 years	0.36	1.04	101.3	99.9	0.55 %	0.42 %