Union Business Cycle Fund - Growth - Regular Plan

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  • 0.65 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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  • 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 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Ultratech Cement Ltd.

  • TREPS

  • Interglobe Aviation Ltd.

  • Solar Industries India Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • Kotak Mahindra Bank Ltd.

  • NTPC Ltd.

  • Dixon Technologies (India) Ltd.

  • Shriram Finance Ltd.

  • Bharat Electronics Ltd.

  • Max Healthcare Institute Ltd.

  • The Indian Hotels Company Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Bajaj Finance Ltd.

  • Tata Consultancy Services Ltd.

  • BSE Ltd.

  • Hindustan Aeronautics Ltd.

  • ITC Ltd.

  • The Phoenix Mills Ltd.

  • UPL Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • TVS Motor Company Ltd.

  • GE Vernova T&D India Ltd.

  • Maruti Suzuki India Ltd.

  • Kaynes Technology India Ltd.

  • Cummins India Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Balrampur Chini Mills Ltd.

  • Amber Enterprises India Ltd.

  • Max Financial Services Ltd.

  • JK Cement Ltd.

  • Lupin Ltd.

  • Navin Fluorine International Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Jio Financial Services Ltd.

  • SBI Cards & Payment Services Ltd.

  • UNO Minda Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Jubilant Foodworks Ltd.

  • Alivus Life Sciences Ltd.

  • Aavas Financiers Ltd.

  • JSW Steel Ltd.

  • Campus Activewear Ltd.

  • K.P.R. Mill Ltd.

  • Brigade Enterprises Ltd.

  • Jindal Steel & Power Ltd.

  • Net Receivable / Payable

  • 182 Day Treasury Bills

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  • Bank - Private

  • Finance - NBFC

  • Telecommunication - Service Provider

  • IT - Software

  • Refineries

  • Cement & Construction Materials

  • Defence

  • Chemicals

  • Hospital & Healthcare Services

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Airlines

  • Finance - Others

  • Bank - Public

  • Engineering - Construction

  • Power Generation/Distribution

  • Consumer Durables - Electronics

  • Electric Equipment

  • Construction - Real Estate

  • Hotel, Resort & Restaurants

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Electronics - Components

  • Diesel Engines

  • Sugar

  • Air Conditioners

  • Finance - Stock Broking

  • Auto Ancillary

  • Consumer Food

  • Finance - Housing

  • Steel & Iron Products

  • Footwear

  • Textile

  • Steel/Sponge Iron/Pig Iron

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Fund Manager

  • Cash

  • Equity

  • 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 ₹563.85 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 ₹0.07(0.65%)yesterday to ₹10.81.

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