Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 0.97 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • 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 -2.55 -4.28 10.07 10.40 14.44 13.44
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 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • HDFC Bank Ltd.

  • TREPS

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Larsen & Toubro Ltd.

  • Infosys Ltd.

  • State Bank of India

  • Mahindra & Mahindra Ltd.

  • Bharat Electronics Ltd.

  • Info Edge (India) Ltd.

  • Ultratech Cement Ltd.

  • Interglobe Aviation Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Max Healthcare Institute Ltd.

  • Zomato Ltd.

  • HCL Technologies Ltd.

  • Reliance Industries Ltd.

  • Mankind Pharma Ltd.

  • Muthoot Finance Ltd.

  • Cummins India Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Trent Ltd.

  • GE Vernova T&D India Ltd.

  • Solar Industries India Ltd.

  • Nippon Life India Asset Management Ltd.

  • The Indian Hotels Company Ltd.

  • Godrej Properties Ltd.

  • JSW Energy Ltd.

  • Home First Finance Company India Ltd.

  • Dixon Technologies (India) Ltd.

  • Supreme Industries Ltd.

  • Kalyan Jewellers India Ltd.

  • KEC International Ltd.

  • Havells India Ltd.

  • TVS Motor Company Ltd.

  • Greenply Industries Ltd.

  • Jubilant Foodworks Ltd.

  • UNO Minda Ltd.

  • Tech Mahindra Ltd.

  • Lupin Ltd.

  • V-Mart Retail Ltd.

  • Campus Activewear Ltd.

  • Prestige Estates Projects Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Mphasis Ltd.

  • ITD Cementation India Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Kfin Technologies Ltd.

  • Glenmark Life Sciences Ltd.

  • Jindal Steel & Power Ltd.

  • JSW Infrastructure Ltd.

  • 182 Day Treasury Bills

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Engineering - Construction

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Bank - Public

  • Refineries

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Retailing

  • Defence

  • BPO/ITeS

  • Cement & Construction Materials

  • Airlines

  • Construction - Real Estate

  • e-Commerce

  • Finance - NBFC

  • Diesel Engines

  • Chemicals

  • Finance - Asset Management

  • Hotel, Resort & Restaurants

  • Power Generation/Distribution

  • Finance - Housing

  • Consumer Durables - Electronics

  • Plastic Products

  • Diamond & Jewellery

  • Automobile Two & Three Wheelers

  • Wood & Wood Products

  • Consumer Food

  • Auto Ancillary

  • Footwear

  • Consumer Durables - Domestic Appliances

  • Depository Services

  • Steel/Sponge Iron/Pig Iron

  • 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 ₹585.07 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 ₹0.1(0.97%)yesterday to ₹10.46.

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