Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 2.09 %Nav, as on 24-03-2026

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  • Net Change on 24-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 1.49 19.72 20.36 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 1.68 18.68 16.09 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -1.66 23.49 17.30 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 6.02 22.09 18.81 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 11.41 30.19 25.26 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • State Bank of India

  • Larsen & Toubro Ltd.

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Axis Bank Ltd.

  • Bharat Electronics Ltd.

  • Ultratech Cement Ltd.

  • Bharti Airtel Ltd.

  • Shriram Finance Ltd.

  • Reliance Industries Ltd.

  • Tata Steel Ltd.

  • Cummins India Ltd.

  • Tata Motors Ltd.

  • Max Financial Services Ltd.

  • Amber Enterprises India Ltd.

  • SBI Life Insurance Co. Ltd.

  • Solar Industries India Ltd.

  • GE Vernova T&D India Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • KEI Industries Ltd.

  • TREPS

  • Data Patterns (India) Ltd.

  • PVR Inox Ltd.

  • Navin Fluorine International Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Maruti Suzuki India Ltd.

  • CreditAccess Grameen Ltd.

  • Acutaas Chemicals Ltd.

  • Nippon Life India Asset Management Ltd.

  • One 97 Communications Ltd.

  • Sai Life Sciences Ltd.

  • Motherson Sumi Wiring India Ltd.

  • TVS Motor Company Ltd.

  • Netweb Technologies India Ltd.

  • UNO Minda Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • Sona Blw Precision Forgings Ltd.

  • IndusInd Bank Ltd.

  • JSW Steel Ltd.

  • Mphasis Ltd.

  • TATA Capital Ltd.

  • Blue Star Ltd.

  • Jindal Steel Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Tata Motors Passenger Vehicles Ltd.

  • Fusion Finance Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Vedanta Ltd.

  • Latent View Analytics Ltd.

  • Persistent Systems Ltd.

  • Aarti Industries Ltd.

  • K.P.R. Mill Ltd.

  • L&T Finance Ltd.

  • Arvind Ltd.

  • LTIMindtree Ltd.

  • Gokaldas Exports Ltd.

  • Indo Count Industries Ltd.

  • 364 Day Treasury Bills

  • 6% TVS Motor Company Ltd. NCRPS @ A**

  • Net Receivable / Payable

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  • Bank - Private

  • Finance - NBFC

  • Defence

  • Bank - Public

  • Auto Ancillary

  • Engineering - Construction

  • Chemicals

  • Steel & Iron Products

  • Air Conditioners

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Refineries

  • Diesel Engines

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • Automobiles - Passenger Cars

  • Insurance

  • Electric Equipment

  • Cable

  • IT - Software

  • Film Production, Distribution & Entertainment

  • Finance - Stock Broking

  • Miscellaneous

  • Finance - Asset Management

  • Fintech

  • Textile

  • Automobile Two & Three Wheelers

  • IT - Hardware

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • e-Commerce

  • Metal - Non Ferrous

  • Business Support

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Fund Manager

  • CARE A1+

  • Cash

  • Equity

  • Sov

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About Union Business Cycle Fund

Scheme Analysis

Union Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Union Mutual Fund. It was launched on 05-Mar-2024 and currently has an AUM of ₹522.72 crore. Union Business Cycle Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Union Business Cycle Fund ended up ₹0.21(2.09%)yesterday to ₹10.26.

Among its top 3 holdings the fund has exposure to State Bank of India, and

The Union Business Cycle Fund is managed by Harshad Patwardhan and Pratik Dharmshi.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402