Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (250 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 12 Mar 2024 – 20 Aug 2026, limited by Union Business Cycle Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Union Business Cycle Fund | Nifty 500 |
|---|---|---|
| 12 Mar 2024 | ₹100.00 | ₹100.00 |
| 25 May 2024 | ₹109.92 | ₹106.51 |
| 08 Aug 2024 | ₹113.93 | ₹112.56 |
| 21 Oct 2024 | ₹116.33 | ₹115.33 |
| 03 Jan 2025 | ₹114.33 | ₹112.58 |
| 18 Mar 2025 | ₹101.20 | ₹102.41 |
| 01 Jun 2025 | ₹111.02 | ₹113.04 |
| 14 Aug 2025 | ₹112.22 | ₹112.44 |
| 27 Oct 2025 | ₹118.64 | ₹118.19 |
| 09 Jan 2026 | ₹115.63 | ₹116.34 |
| 25 Mar 2026 | ₹108.02 | ₹106.48 |
| 07 Jun 2026 | ₹116.73 | ₹111.37 |
| 20 Aug 2026 | ₹123.45 | ₹116.57 |
| Metric | Union · Direct · IDCW NAV ₹12.32 Very High risk ★★★☆☆ 1Y | Category median Sectoral/ Thematic · 250 funds |
|---|---|---|
| +7.69% | +5.11% | |
| — | +13.02% | |
| — | +11.14% | |
| — | +12.26% | |
| +9.02% | +11.82% | |
| +7.83% | — | |
| — | +14.62% | |
| — | +12.95% | |
| — | +13.24% | |
| Risk | ||
| 15.51% | 15.88% | |
| 0.08 | 0.35 | |
| 0.10 | 0.47 | |
| -19.90% | -25.18% | |
| Nifty 500 | — | |
| — | +1.40% | |
| — | 0.98 | |
| — | 101.5% | |
| — | 97.0% | |
| 1.89% | 1.14% | |
| ₹506.38Cr | ₹1,162Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹500 | — | |
| ₹1.00K | — | |
| 146% | 45% | |
| Gaurav Chopra | — | |
| 12 Mar 2024 | — | |
| 60 | — | |
| 39.7% | — | |
| 2.6% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.