Union Business Cycle Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Union Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹518 Cr

Lock In Period

N/A

Expense Ratio

3.11

Exit Load

1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.

Benchmark

NIfty 500 Total Return

Union Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.19-2.188.60
6M12.962.3238.69
1Y2.262.59121.39
3Y0.0010.68329.91

Portfolio Analysis

  • Equity: 95.73%
  • Debt: 4.27%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.6.43%
2. Axis Bank Ltd.3.05%
3. HDFC Bank Ltd.2.75%
4. RBL Bank Ltd.1.80%
5. Ujjivan Small Finance Bank Ltd.1.42%

1. Sai Life Sciences Ltd.2.20%
2. Cipla Ltd.1.66%
3. Aurobindo Pharma Ltd.1.21%
4. Mankind Pharma Ltd.0.76%
5. Corona Remedies Ltd.0.55%
6. Wockhardt Ltd.0.46%

1. Coforge Ltd.2.48%
2. Mphasis Ltd.1.83%
3. Tech Mahindra Ltd.1.65%

1. Larsen & Toubro Ltd.4.24%
2. Cemindia Projects Ltd.0.65%

1. Shriram Finance Ltd.2.79%
2. Cholamandalam Investment & Finance Co. Ltd.1.37%

1. Apollo Hospitals Enterprise Ltd.1.61%
2. Krishna Institute of Medical Sciences Ltd.1.28%
3. Dr. Lal Path labs Ltd.0.88%

1. One 97 Communications Ltd.3.32%

1. Data Patterns (India) Ltd.1.21%
2. Zen Technologies Ltd.1.17%

1. Sona Blw Precision Forgings Ltd.2.32%

1. Bharat Heavy Electricals Ltd.2.28%

1. Jindal Saw Ltd.1.95%
2. Welspun Corp Ltd.0.32%

1. 360 ONE WAM Ltd.1.41%
2. Angel One Ltd.0.85%

1. Solar Industries India Ltd.2.20%

1. Navin Fluorine International Ltd.2.19%

1. Arvind Ltd.2.10%

1. Indo Count Industries Ltd.1.27%
2. K.P.R. Mill Ltd.0.79%

1. Prestige Estates Projects Ltd.2.05%

1. Fusion Finance Ltd.1.17%
2. CreditAccess Grameen Ltd.0.83%

1. Reliance Industries Ltd.1.97%

1. Dixon Technologies (India) Ltd.1.94%

1. Tata Motors Ltd.1.93%

1. State Bank of India1.93%

1. Bharti Airtel Ltd.1.87%

1. Power Mech Projects Ltd.1.63%

1. GE Vernova T&D India Ltd.1.55%

1. Adani Enterprises Ltd.1.34%

1. KEI Industries Ltd.1.24%

1. Cummins India Ltd.1.24%

1. Devyani International Ltd.1.24%

1. Gokaldas Exports Ltd.1.16%

1. Aarti Industries Ltd.1.11%

1. ZF Commercial Vehicle Control Systems India Ltd.1.11%

1. JSW Steel Ltd.1.05%

1. Hindustan Copper Ltd.1.05%

1. PVR Inox Ltd.1.04%
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About Fund Union Business Cycle Fund Growth

Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹518 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.11. Under the expert guidance of Pratik Dharmshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Pratik Dharmshi

Mr. Pratik Dharmshi has done B. Com & CA. Prior to joining Union AMC, he was associated with UTI Pension Fund Limited, Safe Enterprises, Girik Capital, Edelweiss AMC, JP Morgan India Pvt. Ltd., CRISIL Ltd. & Morgan Stanley Advantage Services Pvt. Ltd.

Peer Comparison

Fund Name1Y3Y
This FundAxis Services Opportunities Fund Growth-6.02660
This FundQuant Commodities Fund Growth9.70180
This FundUnion Business Cycle Fund Growth2.25630
This FundUTI Gold Exchange Traded Fund Growth28.0865151.2274
This FundNippon India Taiwan Equity Fund Growth118.4397312.5131

Union Business Cycle Fund Growth FAQs

Union Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Union Business Cycle Fund Growth is 3.11. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Union Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : -5.19%
  • 6 Months : 12.96%
  • 1 Year : 2.26%
  • 3 Years : 0.00%
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.25 as on Oct 01,2026. Since inception, the return has been 0.00%.

You can invest in Union Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Union Business Cycle Fund Growth is ₹518 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Union Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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