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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹507 Cr

Lock In Period

N/A

Expense Ratio

2.58

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 ₹11.1 NAV as of May 12,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Business Cycle Fund Growth AUM is ₹507 Cr, with a lock-in of N/A years, expense ratio of 2.58%, 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 1.65% returns, against a category average of 0.10% and a category best of 27.07%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.650.1027.07
6M-3.311.34116.47
1Y3.845.08232.82
3Y0.0014.66384.98

Portfolio Analysis

  • Equity: 95.47%
  • Debt: 4.53%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.4.57%
2. Axis Bank Ltd.3.25%
3. Ujjivan Small Finance Bank Ltd.2.73%
4. Kotak Mahindra Bank Ltd.2.01%
5. IndusInd Bank Ltd.0.92%

1. Acutaas Chemicals Ltd.2.40%
2. Sai Life Sciences Ltd.2.01%
3. Sun Pharmaceutical Industries Ltd.1.77%
4. Aurobindo Pharma Ltd.1.68%

1. Bharat Electronics Ltd.3.22%
2. Data Patterns (India) Ltd.2.02%
3. Garden Reach Shipbuilders & Engineers Ltd.0.71%

1. Reliance Industries Ltd.4.17%

1. Persistent Systems Ltd.1.59%
2. LTIMindtree Ltd.1.25%
3. Mphasis Ltd.1.23%

1. Tata Steel Ltd.2.78%
2. JSW Steel Ltd.1.02%

1. Ultratech Cement Ltd.3.05%
2. JK Cement Ltd.0.52%

1. Shriram Finance Ltd.2.85%
2. L&T Finance Ltd.0.45%

1. State Bank of India3.28%

1. Bharti Airtel Ltd.3.11%

1. SBI Life Insurance Co. Ltd.2.81%

1. Cummins India Ltd.2.79%

1. Motherson Sumi Wiring India Ltd.1.32%
2. KEI Industries Ltd.1.29%

1. Max Financial Services Ltd.2.48%

1. CreditAccess Grameen Ltd.1.69%
2. Fusion Finance Ltd.0.74%

1. Amber Enterprises India Ltd.2.39%

1. Solar Industries India Ltd.2.37%

1. GE Vernova T&D India Ltd.2.34%

1. PVR Inox Ltd.1.79%
2. Latent View Analytics Ltd.0.45%

1. Multi Commodity Exchange of India Ltd.2.12%

1. Larsen & Toubro Ltd.2.00%

1. Navin Fluorine International Ltd.1.95%

1. Sona Blw Precision Forgings Ltd.1.56%

1. Maruti Suzuki India Ltd.1.53%

1. One 97 Communications Ltd.1.52%

1. TVS Motor Company Ltd.1.34%

1. Vedanta Ltd.1.33%

1. ZF Commercial Vehicle Control Systems India Ltd.1.14%

About Fund

Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹507 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.58. 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 NameRatingsAUMExpense Ratio
This FundBajaj Finserv Healthcare Fund Growth0323.28 CR2.39
This FundWhiteOak Capital Banking & Financial Services Fund Growth0591.58 CR2.39
This FundUnion Business Cycle Fund Growth0507.17 CR2.58
This FundICICI Prudential PSU Equity Fund Growth21798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth31138.67 CR2.36
Fund Name1Y3Y
This FundBajaj Finserv Healthcare Fund Growth11.88540
This FundWhiteOak Capital Banking & Financial Services Fund Growth0.84560
This FundUnion Business Cycle Fund Growth3.83540
This FundICICI Prudential PSU Equity Fund Growth9.585697.7477
This FundNippon India Taiwan Equity Fund Growth228.2536365.2442

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 2.58. 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 : 1.65%
  • 6 Months : -3.31%
  • 1 Year : 3.84%
  • 3 Years : 0.00%
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.1 as on May 12,2026. 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 ₹507 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