Union Business Cycle Fund - Growth - Regular Plan

Other Plans and Options
  • 1.34 %Nav, as on 21-04-2025

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  • Net Change on 21-04-2025

  • 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 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 13.17 21.96 32.77 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.73 20.81 30.28 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 13.16 27.12 31.75 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.52 11.19 21.09 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.61 26.77 31.39 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Ultratech Cement Ltd.

  • Kotak Mahindra Bank Ltd.

  • Larsen & Toubro Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Bajaj Finance Ltd.

  • State Bank of India

  • TREPS

  • Interglobe Aviation Ltd.

  • Maruti Suzuki India Ltd.

  • Amber Enterprises India Ltd.

  • Solar Industries India Ltd.

  • Cummins India Ltd.

  • Shriram Finance Ltd.

  • Max Healthcare Institute Ltd.

  • Bharat Electronics Ltd.

  • Muthoot Finance Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • The Indian Hotels Company Ltd.

  • Lupin Ltd.

  • UPL Ltd.

  • KEC International Ltd.

  • Dixon Technologies (India) Ltd.

  • GE Vernova T&D India Ltd.

  • The Phoenix Mills Ltd.

  • TVS Motor Company Ltd.

  • Kaynes Technology India Ltd.

  • JK Cement Ltd.

  • NTPC Ltd.

  • SBI Cards & Payment Services Ltd.

  • Max Financial Services Ltd.

  • ITC Ltd.

  • Navin Fluorine International Ltd.

  • SRF Ltd.

  • Info Edge (India) Ltd.

  • Mahindra & Mahindra Ltd.

  • UNO Minda Ltd.

  • BSE Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Hindalco Industries Ltd.

  • Jubilant Foodworks Ltd.

  • Alivus Life Sciences Ltd.

  • Tata Steel Ltd.

  • Campus Activewear Ltd.

  • JSW Steel Ltd.

  • Aavas Financiers Ltd.

  • K.P.R. Mill Ltd.

  • Jindal Steel & Power Ltd.

  • Hindustan Unilever Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Balrampur Chini Mills Ltd.

  • 182 Day Treasury Bills

  • Net Receivable / Payable

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  • Bank - Private

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Engineering - Construction

  • Chemicals

  • Refineries

  • Hospital & Healthcare Services

  • IT - Software

  • Automobiles - Passenger Cars

  • Bank - Public

  • Airlines

  • Air Conditioners

  • Electric Equipment

  • Miscellaneous

  • Diesel Engines

  • Finance - Others

  • Defence

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Automobile Two & Three Wheelers

  • Electronics - Components

  • Power Generation/Distribution

  • Cigarettes/Tobacco

  • BPO/ITeS

  • Auto Ancillary

  • Consumer Food

  • Metal - Non Ferrous

  • Footwear

  • Finance - Housing

  • Textile

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Consumer Durables - Domestic Appliances

  • Sugar

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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 ₹549.98 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 ₹0.14(1.34%)yesterday to ₹10.57.

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