Business CycleAvoid

Union BusIness Cycle

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

Data updated 23 Oct 2026

Union BusIness Cycle ka score 32/100 hai — 19 mein #16 Business Cycle fund (Avoid). Mazbooti: utaar-chadhaav (category mein 74th percentile). Kamzori: expense ratio (category mein 3th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)

1 saal

-4.2%

+3.6% index ke muqable

3 saal

—

5 saal

—

Launch se

5.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

2.8%

2026

-2.8%

Risk metrics

Sharpe ratio

-0.10

↑ jitna zyada, utna accha

Sortino ratio

-0.13

↑ jitna zyada, utna accha

Std deviation

15.40

↓ jitna kam, utna accha

Alpha

0.14

↑ jitna zyada, utna accha

Beta

1.00

≈1 yaani market ke saath

Isi category ke aur funds

Kotak BusIness Cycle

3 saal 14.6%

ICICI Pru BusIness Cycle

3 saal 13.3%

Invesco India BusIness Cycle

3 saal —

Mahindra Manulife Business Cycle

3 saal 14.9%

Research aur education ke liye — investment advice nahi.

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