Union Business Cycle Fund - Growth - Regular Plan

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  • (-0.35%)Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

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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 11.07 28.80 32.40 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.94 35.30 31.41 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.92 29.93 30.81 1.82 6,588.71
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.86 17.97 20.09 1.93 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.19 36.33 31.74 1.79 5,581.82

Fund Holdings as on 31-May-2025

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Infosys Ltd.

  • Reliance Industries Ltd.

  • Solar Industries India Ltd.

  • Bharat Electronics Ltd.

  • TREPS

  • Larsen & Toubro Ltd.

  • State Bank of India

  • Ultratech Cement Ltd.

  • Shriram Finance Ltd.

  • Interglobe Aviation Ltd.

  • Hindustan Aeronautics Ltd.

  • GE Vernova T&D India Ltd.

  • Dixon Technologies (India) Ltd.

  • Max Healthcare Institute Ltd.

  • Tata Consultancy Services Ltd.

  • NTPC Ltd.

  • Bajaj Finance Ltd.

  • The Indian Hotels Company Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • ITC Ltd.

  • Cummins India Ltd.

  • The Phoenix Mills Ltd.

  • TVS Motor Company Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Max Financial Services Ltd.

  • Kaynes Technology India Ltd.

  • Balrampur Chini Mills Ltd.

  • Maruti Suzuki India Ltd.

  • Amber Enterprises India Ltd.

  • JK Cement Ltd.

  • Jio Financial Services Ltd.

  • Multi Commodity Exchange of India Ltd.

  • SBI Cards & Payment Services Ltd.

  • Gokaldas Exports Ltd.

  • UNO Minda Ltd.

  • BSE Ltd.

  • Navin Fluorine International Ltd.

  • Lupin Ltd.

  • CG Power and Industrial Solutions Ltd.

  • UPL Ltd.

  • K.P.R. Mill Ltd.

  • Nippon Life India Asset Management Ltd.

  • KEI Industries Ltd.

  • Brigade Enterprises Ltd.

  • Jubilant Foodworks Ltd.

  • Alivus Life Sciences Ltd.

  • Campus Activewear Ltd.

  • Aavas Financiers Ltd.

  • Tata Steel Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Jindal Steel & Power Ltd.

  • Ami Organics Ltd.

  • Hindalco Industries Ltd.

  • 182 Day Treasury Bills

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Telecommunication - Service Provider

  • Defence

  • Chemicals

  • Refineries

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Engineering - Construction

  • Miscellaneous

  • Bank - Public

  • Airlines

  • Finance - Others

  • Construction - Real Estate

  • Consumer Durables - Electronics

  • Power Generation/Distribution

  • Textile

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Diesel Engines

  • Automobile Two & Three Wheelers

  • Electronics - Components

  • Sugar

  • Automobiles - Passenger Cars

  • Air Conditioners

  • Finance - Stock Broking

  • Auto Ancillary

  • Pesticides & Agrochemicals

  • Finance - Asset Management

  • Cable

  • Consumer Food

  • Footwear

  • Finance - Housing

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Metal - Non Ferrous

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Fund Manager

  • 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 ₹574.07 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 down ₹-0.04(-0.35%)yesterday to ₹11.27.

Among its top 3 holdings the fund has exposure to HDFC 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