Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.35 %Nav, as on 17-02-2026

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  • Net Change on 17-02-2026

  • 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 16.06 23.60 23.61 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 20.03 22.61 18.95 1.68 15,808.40
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 16.63 29.57 20.04 1.75 8,271.28
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 22.91 25.45 22.09 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 33.26 34.08 28.24 1.85 5,979.80

Fund Holdings as on 31-January-2026

  • TREPS

  • State Bank of India

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Larsen & Toubro Ltd.

  • Infosys Ltd.

  • Bharti Airtel Ltd.

  • Shriram Finance Ltd.

  • Reliance Industries Ltd.

  • Bharat Electronics Ltd.

  • Tata Steel Ltd.

  • Ultratech Cement Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • Axis Bank Ltd.

  • Tata Motors Ltd.

  • SBI Life Insurance Co. Ltd.

  • Mahindra & Mahindra Ltd.

  • Kotak Mahindra Bank Ltd.

  • Solar Industries India Ltd.

  • GE Vernova T&D India Ltd.

  • PVR Inox Ltd.

  • Mphasis Ltd.

  • Maruti Suzuki India Ltd.

  • One 97 Communications Ltd.

  • Data Patterns (India) Ltd.

  • Cummins India Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Navin Fluorine International Ltd.

  • Nippon Life India Asset Management Ltd.

  • CreditAccess Grameen Ltd.

  • Max Financial Services Ltd.

  • KEI Industries Ltd.

  • UNO Minda Ltd.

  • TVS Motor Company Ltd.

  • LTIMindtree Ltd.

  • Motherson Sumi Wiring India Ltd.

  • Acutaas Chemicals Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • Netweb Technologies India Ltd.

  • Tech Mahindra Ltd.

  • UPL Ltd.

  • Hindalco Industries Ltd.

  • TATA Capital Ltd.

  • Eternal Ltd.

  • Sai Life Sciences Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Blue Star Ltd.

  • Bajaj Finance Ltd.

  • Persistent Systems Ltd.

  • Jindal Steel Ltd.

  • Amber Enterprises India Ltd.

  • Swiggy Ltd.

  • JSW Steel Ltd.

  • Latent View Analytics Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Vedanta Ltd.

  • Sona Blw Precision Forgings Ltd.

  • V-Mart Retail Ltd.

  • Metro Brands Ltd.

  • Gokaldas Exports Ltd.

  • 364 Day Treasury Bills

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

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Miscellaneous

  • Bank - Public

  • Defence

  • Auto Ancillary

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Chemicals

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Refineries

  • Cement & Construction Materials

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Automobiles-Trucks/Lcv

  • Insurance

  • Electric Equipment

  • Film Production, Distribution & Entertainment

  • Fintech

  • Diesel Engines

  • Air Conditioners

  • Finance - Stock Broking

  • Metal - Non Ferrous

  • Finance - Asset Management

  • Finance - Others

  • Cable

  • Automobile Two & Three Wheelers

  • IT - Hardware

  • Pesticides & Agrochemicals

  • Retailing

  • Ship Building

  • Steel/Sponge Iron/Pig Iron

  • Business Support

  • Textile

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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 ₹519.33 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 ₹0.04(0.35%)yesterday to ₹11.49.

Among its top 3 holdings the fund has exposure to TREPS, 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