Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Union Business Cycle
  • Opening:
    13th February 2024
  • Closing:
    27th February 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 1,000 and in multiples of Re. 1 thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out before 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through
allocation between sectors and stocks at different stages of business cycles in the economy.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Sanjay Bembalkar, Hardick Bora

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
HSBC Business Cycles Fund 35.89(6M) 73.34(1Y)
Axis Business Cycles Fund 17.79(6M) 41.28(1Y)

Fund Prognosis

Idea Distiller

Businesses go through cycles and it seems there is a way to find out if they have bottomed or peaked and make investments accordingly.

  • Fund House AAUM:

  • Rs 1359480.34 Lakhs(as on 31st December, 2023)

  • Fund Manager:

  • Combined experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

I find the term very confusing. The business cycle. How does one make out the length or the extent of the cycle and when to get in/out.