Union Business Cycle Fund - Growth - Regular Plan

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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 7.96 21.97 31.82 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 3.93 29.21 26.71 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 3.94 24.57 28.82 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 2.51 13.03 16.54 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 0.56 26.87 32.59 1.80 5,532.51

Fund Holdings as on 31-October-2025

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Maruti Suzuki India Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Infosys Ltd.

  • Bharat Electronics Ltd.

  • Bajaj Finance Ltd.

  • Eternal Ltd.

  • Cummins India Ltd.

  • Ultratech Cement Ltd.

  • GE Vernova T&D India Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • TREPS

  • Interglobe Aviation Ltd.

  • Max Healthcare Institute Ltd.

  • TVS Motor Company Ltd.

  • PVR Inox Ltd.

  • Swiggy Ltd.

  • Solar Industries India Ltd.

  • KEI Industries Ltd.

  • Shriram Finance Ltd.

  • Kaynes Technology India Ltd.

  • One 97 Communications Ltd.

  • Tata Steel Ltd.

  • Dixon Technologies (India) Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Motherson Sumi Wiring India Ltd.

  • Navin Fluorine International Ltd.

  • Data Patterns (India) Ltd.

  • Amber Enterprises India Ltd.

  • Acutaas Chemicals Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Nippon Life India Asset Management Ltd.

  • Netweb Technologies India Ltd.

  • UNO Minda Ltd.

  • SBI Life Insurance Co. Ltd.

  • Reliance Industries Ltd.

  • Blue Star Ltd.

  • Mphasis Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Hindalco Industries Ltd.

  • Metro Brands Ltd.

  • The Indian Hotels Company Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • UPL Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Kotak Mahindra Bank Ltd.

  • JSW Steel Ltd.

  • FSN E-Commerce Ventures Ltd.

  • V-Mart Retail Ltd.

  • Latent View Analytics Ltd.

  • 364 Day Treasury Bills

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

  • Net Receivable / Payable

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  • Bank - Private

  • Automobiles - Passenger Cars

  • Defence

  • e-Commerce

  • IT - Software

  • Engineering - Construction

  • Auto Ancillary

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Electric Equipment

  • Bank - Public

  • Cement & Construction Materials

  • Chemicals

  • Finance - NBFC

  • Miscellaneous

  • Air Conditioners

  • Airlines

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Steel & Iron Products

  • Pharmaceuticals & Drugs

  • Electronics - Components

  • Cable

  • Consumer Durables - Electronics

  • Refineries

  • Finance - Asset Management

  • Fintech

  • Film Production, Distribution & Entertainment

  • IT - Hardware

  • Finance - Stock Broking

  • Insurance

  • Retailing

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Finance - Others

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

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Fund Manager

  • CARE A1+

  • 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 ₹569.17 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 ₹11.35.

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