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

3.12

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-1.17-1.358.60
6M7.571.4661.74
1Y4.983.41119.76
3Y0.0011.57311.47

Portfolio Analysis

  • Equity: 96.71%
  • Debt: 3.29%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.8.97%
2. HDFC Bank Ltd.4.12%
3. Axis Bank Ltd.3.19%
4. Ujjivan Small Finance Bank Ltd.2.55%
5. RBL Bank Ltd.1.56%

1. Sai Life Sciences Ltd.2.01%
2. Cipla Ltd.1.77%
3. Mankind Pharma Ltd.1.47%
4. Aurobindo Pharma Ltd.1.13%
5. Corona Remedies Ltd.0.57%
6. Wockhardt Ltd.0.48%

1. Tech Mahindra Ltd.2.23%
2. Coforge Ltd.2.18%
3. Mphasis Ltd.1.79%

1. Larsen & Toubro Ltd.4.20%
2. Cemindia Projects Ltd.0.74%

1. Apollo Hospitals Enterprise Ltd.1.80%
2. Krishna Institute of Medical Sciences Ltd.1.57%
3. Dr. Lal Path labs Ltd.0.78%

1. State Bank of India3.05%
2. Bank of Maharashtra1.00%

1. Data Patterns (India) Ltd.1.16%
2. Zen Technologies Ltd.0.96%
3. Garden Reach Shipbuilders & Engineers Ltd.0.84%
4. Bharat Electronics Ltd.0.71%

1. Shriram Finance Ltd.1.72%
2. Cholamandalam Investment & Finance Co. Ltd.1.39%

1. Motherson Sumi Wiring India Ltd.1.62%
2. KEI Industries Ltd.1.10%

1. One 97 Communications Ltd.2.63%

1. Sona Blw Precision Forgings Ltd.2.23%

1. Reliance Industries Ltd.2.23%

1. Bharat Heavy Electricals Ltd.2.13%

1. 360 ONE WAM Ltd.1.19%
2. Angel One Ltd.0.89%

1. Solar Industries India Ltd.2.05%

1. Prestige Estates Projects Ltd.1.97%

1. Fusion Finance Ltd.0.99%
2. CreditAccess Grameen Ltd.0.98%

1. Navin Fluorine International Ltd.1.94%

1. Tata Motors Ltd.1.71%

1. Power Mech Projects Ltd.1.69%

1. Arvind Ltd.1.63%

1. GE Vernova T&D India Ltd.1.53%

1. Delhivery Ltd.1.51%

1. Dixon Technologies (India) Ltd.1.47%

1. Cummins India Ltd.1.36%

1. Maruti Suzuki India Ltd.1.28%

1. ZF Commercial Vehicle Control Systems India Ltd.1.07%

1. K.P.R. Mill Ltd.0.71%
2. Indo Count Industries Ltd.0.35%

1. JSW Steel Ltd.1.04%

1. Aarti Industries Ltd.1.01%

1. Interglobe Aviation Ltd.1.01%
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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 3.12. 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
Mahindra Manulife Business Cycle Fund Growth01,364 CR2.43
Kotak Services Fund Growth0758 CR2.59
Union Business Cycle Fund Growth0517 CR3.12
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundMahindra Manulife Business Cycle Fund Growth7.5170
This FundKotak Services Fund Growth00
This FundUnion Business Cycle Fund Growth4.98220
This FundUTI Gold Exchange Traded Fund Growth39.0309152.567
This FundNippon India Taiwan Equity Fund Growth116.8216294.8098

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 3.12. 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 : -1.17%
  • 6 Months : 7.57%
  • 1 Year : 4.98%
  • 3 Years : 0.00%
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.8 as on Sep 10,2026. 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.