Union Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 11-09-2025

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 0.62 22.18 30.49 1.58 29,871.10
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -0.08 24.72 28.13 1.82 6,490.27
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 5.56 22.74 26.87 1.92 3,740.78
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -10.75 10.88 17.79 1.89 3,601.33
Kotak Pioneer Fund- Regular Plan- Growth Option Oct 31, 2019 6.98 21.58 23.59 1.86 3,052.61

Fund Holdings as on 31-August-2025

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Bharti Airtel Ltd.

  • Infosys Ltd.

  • Mahindra & Mahindra Ltd.

  • TREPS

  • Larsen & Toubro Ltd.

  • Reliance Industries Ltd.

  • Interglobe Aviation Ltd.

  • Bharat Electronics Ltd.

  • GE Vernova T&D India Ltd.

  • Maruti Suzuki India Ltd.

  • TVS Motor Company Ltd.

  • Eternal Ltd.

  • Cummins India Ltd.

  • State Bank of India

  • Max Healthcare Institute Ltd.

  • Ultratech Cement Ltd.

  • Solar Industries India Ltd.

  • KEI Industries Ltd.

  • Dixon Technologies (India) Ltd.

  • One 97 Communications Ltd.

  • Kaynes Technology India Ltd.

  • Mphasis Ltd.

  • Nippon Life India Asset Management Ltd.

  • Amber Enterprises India Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • UNO Minda Ltd.

  • Bajaj Finance Ltd.

  • Jio Financial Services Ltd.

  • Swiggy Ltd.

  • Acutaas Chemicals Ltd.

  • Kfin Technologies Ltd.

  • Navin Fluorine International Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Data Patterns (India) Ltd.

  • PVR Inox Ltd.

  • Motherson Sumi Wiring India Ltd.

  • SBI Life Insurance Co. Ltd.

  • PNC Infratech Ltd.

  • Blue Star Ltd.

  • UPL Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • Hindustan Aeronautics Ltd.

  • PB Fintech Ltd.

  • Lupin Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Siemens Energy India Ltd.

  • Max Financial Services Ltd.

  • The Indian Hotels Company Ltd.

  • JK Cement Ltd.

  • K.P.R. Mill Ltd.

  • Tata Steel Ltd.

  • Hindalco Industries Ltd.

  • FSN E-Commerce Ventures Ltd.

  • JSW Steel Ltd.

  • Jindal Steel Ltd.

  • Gokaldas Exports Ltd.

  • 364 Day Treasury Bills

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

  • Net Receivable / Payable

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  • Bank - Private

  • Automobiles - Passenger Cars

  • IT - Software

  • Telecommunication - Service Provider

  • Defence

  • Electric Equipment

  • Engineering - Construction

  • e-Commerce

  • Hospital & Healthcare Services

  • Auto Ancillary

  • Chemicals

  • Miscellaneous

  • Cement & Construction Materials

  • Refineries

  • Fintech

  • Finance - NBFC

  • Airlines

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Insurance

  • Cable

  • Consumer Durables - Electronics

  • Electronics - Components

  • Finance - Asset Management

  • Textile

  • Steel & Iron Products

  • Depository Services

  • Finance - Stock Broking

  • Film Production, Distribution & Entertainment

  • Pesticides & Agrochemicals

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

  • Sovereign

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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 ₹556.22 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(0%)yesterday to ₹11.24.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd., 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