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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹519 Cr

Lock In Period

N/A

Expense Ratio

2.5

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 ₹11.48 NAV as of Feb 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Union Business Cycle Fund Growth AUM is ₹519 Cr, with a lock-in of N/A years, expense ratio of 2.5%, 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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  • Debt:
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As on: 2026-01-31
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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 ₹519 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.5. 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 NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas Health and Wellness Fund Growth0544.81 CR2.33
This FundAxis Consumption Fund Growth03151.49 CR1.93
This FundUnion Business Cycle Fund Growth0519.33 CR2.5
This FundICICI Prudential PSU Equity Fund Growth01924.01 CR2.09
This FundNippon India Taiwan Equity Fund Growth3448.04 CR2.43
Fund Name1Y3Y
This FundBaroda BNP Paribas Health and Wellness Fund Growth00
This FundAxis Consumption Fund Growth6.70520
This FundUnion Business Cycle Fund Growth13.54580
This FundICICI Prudential PSU Equity Fund Growth23.5487118.393
This FundNippon India Taiwan Equity Fund Growth75.3532178.1599

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 2.5. 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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.48 as on Feb 20,2026. Since inception, the return has been NaN%.

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 ₹519 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