Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.65%)Nav, as on 01-04-2025

  • Previous Nav

  • Net Change on 01-04-2025

  • 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 -1.37 7.95 11.84 22.30 13.40
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 11.87 23.21 35.83 1.63 23,859.65
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 2.57 22.34 33.99 1.86 5,629.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 15.08 26.89 33.98 1.81 5,517.19
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.99 10.82 22.41 1.95 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -2.31 28.36 33.27 1.80 4,650.81

Fund Holdings as on 28-February-2025

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • TREPS

  • Infosys Ltd.

  • Bharti Airtel Ltd.

  • Larsen & Toubro Ltd.

  • Ultratech Cement Ltd.

  • Maruti Suzuki India Ltd.

  • Reliance Industries Ltd.

  • Kotak Mahindra Bank Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bajaj Finance Ltd.

  • Mahindra & Mahindra Ltd.

  • State Bank of India

  • Interglobe Aviation Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Muthoot Finance Ltd.

  • Cummins India Ltd.

  • Solar Industries India Ltd.

  • Max Healthcare Institute Ltd.

  • Amber Enterprises India Ltd.

  • Bharat Electronics Ltd.

  • UPL Ltd.

  • The Indian Hotels Company Ltd.

  • Lupin Ltd.

  • KEC International Ltd.

  • GE Vernova T&D India Ltd.

  • TVS Motor Company Ltd.

  • Hindustan Unilever Ltd.

  • Mankind Pharma Ltd.

  • Dixon Technologies (India) Ltd.

  • BSE Ltd.

  • Jubilant Foodworks Ltd.

  • SBI Cards & Payment Services Ltd.

  • Shriram Finance Ltd.

  • The Phoenix Mills Ltd.

  • Info Edge (India) Ltd.

  • IndusInd Bank Ltd.

  • Tech Mahindra Ltd.

  • ITD Cementation India Ltd.

  • UNO Minda Ltd.

  • Mphasis Ltd.

  • LTIMindtree Ltd.

  • Campus Activewear Ltd.

  • CG Power and Industrial Solutions Ltd.

  • IPCA Laboratories Ltd.

  • Alivus Life Sciences Ltd.

  • Kaynes Technology India Ltd.

  • KEI Industries Ltd.

  • 182 Day Treasury Bills

  • Net Receivable / Payable

View More

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Miscellaneous

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Refineries

  • Bank - Public

  • Airlines

  • Electric Equipment

  • Diesel Engines

  • Chemicals

  • Air Conditioners

  • Defence

  • Pesticides & Agrochemicals

  • Hotel, Resort & Restaurants

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Consumer Durables - Electronics

  • Finance - Others

  • Consumer Food

  • Construction - Real Estate

  • BPO/ITeS

  • Auto Ancillary

  • Footwear

  • Electronics - Components

  • Cable

View More

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

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 ₹513 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 down ₹-0.17(-1.65%)yesterday to ₹10.11.

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