FundLens
33
Business CycleAvoid

Union BusIness Cycle

Union · Direct–Growth · rank #16 / 19 Smart Score ke hisaab se

Data updated

Union BusIness Cycle ka score 33/100 hai — 19 mein #16 Business Cycle fund (Avoid). Mazbooti: utaar-chadhaav (category mein 64th percentile). Kamzori: expense ratio (category mein 8th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
3.8%
+4.8% index ke muqable
3 saal
5 saal
Launch se
7.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2025
2.8%
2026
1.5%

Risk metrics

Sharpe ratio
0.06
↑ jitna zyada, utna accha
Sortino ratio
0.08
↑ jitna zyada, utna accha
Std deviation
15.70
↓ jitna kam, utna accha
Alpha
-0.36
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.