Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹523 Cr
Lock In Period
N/A
Expense Ratio
2.49
Benchmark
NIfty 500 Total Return
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.
Summary
Latest details for Union Business Cycle Fund Growth include a ₹10.20 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Business Cycle Fund Growth AUM is ₹523 Cr, with a lock-in of N/A years, expense ratio of 2.49%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -10.27% returns, against a category average of -1.50% and a category best of 13.71%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -10.27 | -1.50 | 13.71 |
| 6M | -8.50 | 0.82 | 58.21 |
| 1Y | 1.09 | 3.84 | 169.02 |
| 3Y | 0.00 | 10.06 | 239.94 |
Portfolio Analysis
- Equity: 98.32%
- Debt: 1.68%
- Others
As on: 2026-02-28
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About Fund
Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹523 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.49. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Infrastructure Fund Growth | 0 | 118.17 CR | 2.31 |
| This FundBank of India Consumption Fund Growth | 0 | 380.73 CR | 2.48 |
| This FundUnion Business Cycle Fund Growth | 0 | 522.72 CR | 2.49 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Infrastructure Fund Growth | 0 | 0 |
| This FundBank of India Consumption Fund Growth | 2.2082 | 0 |
| This FundUnion Business Cycle Fund Growth | 1.088 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.5641 | 100 |
| This FundNippon India Taiwan Equity Fund Growth | 165.3037 | 226.0626 |
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 2.49. 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 : -10.27%
- 6 Months : -8.50%
- 1 Year : 1.09%
- 3 Years : 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 ₹523 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.
Min Inv Amount: ₹500