How to check the XIRR of Union Business Cycle Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Union Business Cycle Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Union Business Cycle Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Union Business Cycle Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Union Business Cycle Fund - Direct Plan - Growth Option

Union Mutual Fund

Expense Ratio: 1.37

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 13-02-2024

Exit Load: Nil

Fund Size:₹542.57 Cr

Performance

Fund5.96%

Cat. Avg.N/A

Fund2.00%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund8.48%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	ICICI Bank Ltd.	Equity	Listed	Large Cap	Banks		41.67	4.57%
2	Reliance Industries Ltd.	Equity	Listed	Large Cap	Petroleum Products		38.07	4.17%
3	TREPS	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	6.27%	33.06	3.62%
4	State Bank of India	Equity	Listed	Large Cap	Banks		29.96	3.28%
5	Axis Bank Ltd.	Equity	Listed	Large Cap	Banks		29.67	3.25%
6	Bharat Electronics Ltd.	Equity	Listed	Large Cap	Aerospace & Defense		29.36	3.22%
7	Bharti Airtel Ltd.	Equity	Listed	Large Cap	Telecom - Services		28.34	3.11%
8	Ultratech Cement Ltd.	Equity	Listed	Large Cap	Cement & Cement Products		27.86	3.05%
9	Shriram Finance Ltd.	Equity	Listed	Large Cap	Finance		25.98	2.85%
10	SBI Life Insurance Co. Ltd.	Equity	Listed	Large Cap	Insurance		25.67	2.81%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63000	+5.0%	+10.6%
2Y	07 Aug, 24	1.20 L.	1.29 L.	+7.2%	+7.3%
SI	08 Apr, 24	1.40 L.	1.51 L.	+8.0%	+6.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.06 L.	+6.0%	+6.0%
2Y	16 Jul, 24	1 L.	1.04 L.	+4.0%	+2.0%
SI	12 Mar, 24	1 L.	1.21 L.	+21.0%	+8.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.