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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)

₹520 Cr

Lock In Period

N/A

Expense Ratio

3.08

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-0.94-0.8216.11
6M4.031.0140.05
1Y5.062.93105.34
3Y0.0010.88199.53

Portfolio Analysis

  • Equity: 97.28%
  • Debt: 2.72%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.8.43%
2. Axis Bank Ltd.4.99%
3. HDFC Bank Ltd.4.57%
4. Ujjivan Small Finance Bank Ltd.2.06%
5. RBL Bank Ltd.1.32%
6. Bandhan Bank Ltd.0.68%

1. Larsen & Toubro Ltd.4.60%
2. Cemindia Projects Ltd.1.36%

1. Data Patterns (India) Ltd.2.63%
2. Zen Technologies Ltd.1.03%
3. Bharat Electronics Ltd.0.99%
4. Garden Reach Shipbuilders & Engineers Ltd.0.86%

1. Sai Life Sciences Ltd.1.85%
2. Mankind Pharma Ltd.1.03%
3. Aurobindo Pharma Ltd.0.77%
4. Corona Remedies Ltd.0.52%
5. Wockhardt Ltd.0.47%
6. Syngene International Ltd.0.45%

1. State Bank of India2.99%
2. Bank of Maharashtra1.13%

1. Bharat Heavy Electricals Ltd.3.00%
2. Suzlon Energy Ltd.1.01%

1. Apollo Hospitals Enterprise Ltd.1.71%
2. Krishna Institute of Medical Sciences Ltd.1.56%

1. Motherson Sumi Wiring India Ltd.1.57%
2. KEI Industries Ltd.1.52%

1. Shriram Finance Ltd.1.68%
2. Cholamandalam Investment & Finance Co. Ltd.1.32%

1. Interglobe Aviation Ltd.2.97%

1. GE Vernova T&D India Ltd.2.79%

1. Coforge Ltd.1.05%
2. Mphasis Ltd.0.96%
3. Tech Mahindra Ltd.0.77%

1. Cummins India Ltd.2.75%

1. Power Mech Projects Ltd.2.63%

1. Solar Industries India Ltd.2.56%

1. Reliance Industries Ltd.2.16%

1. Navin Fluorine International Ltd.2.14%

1. JSW Energy Ltd.2.10%

1. Sona Blw Precision Forgings Ltd.1.76%

1. JSW Steel Ltd.0.98%
2. Tata Steel Ltd.0.72%

1. Max Financial Services Ltd.0.98%
2. 360 ONE WAM Ltd.0.71%

1. Tata Motors Ltd.1.62%

1. One 97 Communications Ltd.1.59%

1. Fusion Finance Ltd.0.89%
2. CreditAccess Grameen Ltd.0.55%

1. Maruti Suzuki India Ltd.1.25%

1. K.P.R. Mill Ltd.0.78%
2. Indo Count Industries Ltd.0.38%

1. ZF Commercial Vehicle Control Systems India Ltd.1.12%

1. Arvind Ltd.1.01%

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 ₹520 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.08. 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
Kotak MNC Fund Growth02,180 CR2.26
Baroda BNP Paribas Energy Opportunities Fund Growth0672 CR2.66
Union Business Cycle Fund Growth0519 CR3.08
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundKotak MNC Fund Growth19.88580
This FundBaroda BNP Paribas Energy Opportunities Fund Growth1.76470
This FundUnion Business Cycle Fund Growth5.06330
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 3.08. 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 : -0.94%
  • 6 Months : 4.03%
  • 1 Year : 5.06%
  • 3 Years : 0.00%
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.67 as on Jul 31,2026. 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 ₹520 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.