Union Business Cycle Fund - Growth - Regular Plan

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  • 0.1 %Nav, as on 25-02-2025

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  • Net Change on 25-02-2025

  • 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 -0.58 -2.25 4.96 10.68 14.21 13.34
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 10.80 23.45 26.23 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.38 21.87 24.21 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 10.23 25.88 24.98 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 4.75 11.08 13.90 1.94 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -12.71 27.19 24.54 1.81 5,168.64

Fund Holdings as on 31-January-2025

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • TREPS

  • Bharti Airtel Ltd.

  • Larsen & Toubro Ltd.

  • Ultratech Cement Ltd.

  • Reliance Industries Ltd.

  • Mahindra & Mahindra Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bharat Electronics Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • State Bank of India

  • Maruti Suzuki India Ltd.

  • Solar Industries India Ltd.

  • Muthoot Finance Ltd.

  • Interglobe Aviation Ltd.

  • Max Healthcare Institute Ltd.

  • HCL Technologies Ltd.

  • Amber Enterprises India Ltd.

  • Kotak Mahindra Bank Ltd.

  • Bajaj Finance Ltd.

  • Cummins India Ltd.

  • Jubilant Foodworks Ltd.

  • GE Vernova T&D India Ltd.

  • KEC International Ltd.

  • Lupin Ltd.

  • Mphasis Ltd.

  • The Indian Hotels Company Ltd.

  • TVS Motor Company Ltd.

  • Godrej Properties Ltd.

  • Mankind Pharma Ltd.

  • Dixon Technologies (India) Ltd.

  • Info Edge (India) Ltd.

  • LTIMindtree Ltd.

  • Home First Finance Company India Ltd.

  • Tech Mahindra Ltd.

  • KEI Industries Ltd.

  • UNO Minda Ltd.

  • BSE Ltd.

  • ITD Cementation India Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Campus Activewear Ltd.

  • Alivus Life Sciences Ltd.

  • Prestige Estates Projects Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Greenply Industries Ltd.

  • Kaynes Technology India Ltd.

  • Oil & Natural Gas Corporation Ltd.

  • JSW Infrastructure Ltd.

  • Net Receivable / Payable

  • 182 Day Treasury Bills

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  • Bank - Private

  • IT - Software

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Refineries

  • Finance - NBFC

  • Cement & Construction Materials

  • Defence

  • Bank - Public

  • Electric Equipment

  • Chemicals

  • Construction - Real Estate

  • Airlines

  • Air Conditioners

  • Diesel Engines

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • BPO/ITeS

  • Finance - Housing

  • Cable

  • Auto Ancillary

  • Finance - Others

  • Footwear

  • Consumer Durables - Domestic Appliances

  • Wood & Wood Products

  • Electronics - Components

  • Oil Exploration

  • Port

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Fund Manager

  • Education:B.Tech (IIT), MBA (IIM) & CFA
  • Experience:11 Years
  • Basic Details:Mr. Harshad Patwardhan joined the firm in 2006. Prior to this, he worked as a senior analyst at Deutsche Equities India Pvt. Ltd. and JPMorgan India Pvt Ltd. He began his career in 1994 as a research analyst and worked with various foreign brokerage firms.
  • Funds Managed:
  • Union Business Cycle Fund
  • Union Multicap Fund
  • Union Multicap Fund

  • 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 ₹554.99 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 ₹0.01(0.1%)yesterday to ₹9.91.

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