Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.35 %Nav, as on 17-10-2025

  • Previous Nav

  • Net Change on 17-10-2025

  • 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 5.37 23.72 32.88 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.80 30.43 28.11 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.13 27.21 29.81 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.21 15.04 17.68 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.34 29.34 33.45 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Infosys Ltd.

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • State Bank of India

  • Larsen & Toubro Ltd.

  • TREPS

  • Bharat Electronics Ltd.

  • Bajaj Finance Ltd.

  • Eternal Ltd.

  • Interglobe Aviation Ltd.

  • Ultratech Cement Ltd.

  • TVS Motor Company Ltd.

  • GE Vernova T&D India Ltd.

  • Cummins India Ltd.

  • Max Healthcare Institute Ltd.

  • Swiggy Ltd.

  • Kaynes Technology India Ltd.

  • KEI Industries Ltd.

  • Solar Industries India Ltd.

  • Dixon Technologies (India) Ltd.

  • Reliance Industries Ltd.

  • Nippon Life India Asset Management Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • One 97 Communications Ltd.

  • Amber Enterprises India Ltd.

  • Motherson Sumi Wiring India Ltd.

  • PVR Inox Ltd.

  • UNO Minda Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Netweb Technologies India Ltd.

  • Multi Commodity Exchange of India Ltd.

  • JSW Steel Ltd.

  • Data Patterns (India) Ltd.

  • Acutaas Chemicals Ltd.

  • Hindustan Aeronautics Ltd.

  • Navin Fluorine International Ltd.

  • SBI Life Insurance Co. Ltd.

  • Blue Star Ltd.

  • CG Power and Industrial Solutions Ltd.

  • PNC Infratech Ltd.

  • Metro Brands Ltd.

  • Tata Steel Ltd.

  • Lupin Ltd.

  • UPL Ltd.

  • ZF Commercial Vehicle Control Systems India Ltd.

  • The Indian Hotels Company Ltd.

  • Hindalco Industries Ltd.

  • JK Cement Ltd.

  • Max Financial Services Ltd.

  • Jindal Steel Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Mphasis Ltd.

  • 364 Day Treasury Bills

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

  • Net Receivable / Payable

View More

  • 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

View More

Fund Manager

  • CARE A1+

  • Cash

  • Equity

  • Sov

View More

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 ₹559.57 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 ₹11.51.

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