Union Business Cycle Fund Growth Return
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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)
₹512 Cr
Lock In Period
N/A
Expense Ratio
2.43
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
Summary
Union Business Cycle Fund Growth NAV is ₹11.73 as of 23 Jun, 2026. Union Business Cycle Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Union Business Cycle Fund Growth is ₹500. The AUM of Union Business Cycle Fund Growth is ₹512 Cr. The expense ratio of the fund is 2.43%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund 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 last 1M months, Union Business Cycle Fund Growth has delivered 5.32% returns.
Union Business Cycle Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.32 | 0.24 | 13.06 |
| 6M | 4.38 | 1.77 | 125.97 |
| 1Y | 6.56 | 4.54 | 202.92 |
| 3Y | 0.00 | 13.01 | 342.40 |
Portfolio Analysis
- Equity: 95.76%
- Debt: 4.24%
- Others
As on: 2026-05-31
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About Fund Union Business Cycle Fund Growth
Union Business Cycle Fund Growth managed by Union Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹512 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.43. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bank of India Business Cycle Fund Growth | 0 | 457.56 CR | 2.47 |
| Motilal Oswal Financial Services Fund Growth | 0 | 176.12 CR | 2.47 |
| Union Business Cycle Fund Growth | 0 | 511.53 CR | 2.43 |
| HDFC Defence Fund Growth | 5 | 9724.27 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1256.27 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Business Cycle Fund Growth | 3.532 | 0 |
| This FundMotilal Oswal Financial Services Fund Growth | 0 | 0 |
| This FundUnion Business Cycle Fund Growth | 6.5634 | 0 |
| This FundHDFC Defence Fund Growth | 14.9064 | 189.4226 |
| This FundNippon India Taiwan Equity Fund Growth | 198.7903 | 324.3981 |
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 2.43. 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 : 5.32%
- 6 Months : 4.38%
- 1 Year : 6.56%
- 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 ₹512 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.
