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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)

₹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 ₹11.29 as of 10 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 -3.47% returns.

Union Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.47-0.744.46
6M-0.981.14104.38
1Y0.363.56208.65
3Y0.0013.56340.54

Portfolio Analysis

  • Equity: 95.31%
  • Debt: 4.69%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.6.93%
2. Axis Bank Ltd.4.09%
3. Ujjivan Small Finance Bank Ltd.2.04%
4. Kotak Mahindra Bank Ltd.1.97%
5. IndusInd Bank Ltd.1.28%

1. Bharat Electronics Ltd.3.12%
2. Data Patterns (India) Ltd.2.45%
3. Garden Reach Shipbuilders & Engineers Ltd.0.95%

1. Acutaas Chemicals Ltd.1.92%
2. Aurobindo Pharma Ltd.1.91%
3. Sai Life Sciences Ltd.1.65%

1. Bharat Heavy Electricals Ltd.2.88%
2. Suzlon Energy Ltd.0.98%

1. Tata Steel Ltd.2.76%
2. JSW Steel Ltd.1.04%

1. State Bank of India2.46%
2. Bank of Maharashtra0.99%

1. Motherson Sumi Wiring India Ltd.1.62%
2. KEI Industries Ltd.1.40%

1. Cummins India Ltd.2.94%

1. Solar Industries India Ltd.2.72%

1. Max Financial Services Ltd.2.37%
2. 360 ONE WAM Ltd.0.34%

1. CreditAccess Grameen Ltd.1.70%
2. Fusion Finance Ltd.0.92%

1. GE Vernova T&D India Ltd.2.58%

1. Larsen & Toubro Ltd.2.54%

1. Reliance Industries Ltd.2.45%

1. Power Mech Projects Ltd.2.43%

1. Multi Commodity Exchange of India Ltd.2.38%

1. PVR Inox Ltd.1.87%
2. Latent View Analytics Ltd.0.47%

1. JSW Energy Ltd.2.32%

1. Ultratech Cement Ltd.1.68%
2. JK Cement Ltd.0.48%

1. Navin Fluorine International Ltd.1.95%

1. SBI Life Insurance Co. Ltd.1.88%

1. Sona Blw Precision Forgings Ltd.1.77%

1. Tata Motors Passenger Vehicles Ltd.1.73%

1. Amber Enterprises India Ltd.1.71%

1. One 97 Communications Ltd.1.56%

1. Shriram Finance Ltd.1.03%
2. L&T Finance Ltd.0.47%

1. Maruti Suzuki India Ltd.1.49%

1. Mphasis Ltd.1.45%

1. TVS Motor Company Ltd.1.25%

1. ZF Commercial Vehicle Control Systems India Ltd.1.09%

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 NameRatingsAUMExpense Ratio
Kotak Services Fund Growth0743.73 CR2.4
DSP Business Cycle Fund Growth01142.93 CR3.43
Union Business Cycle Fund Growth0511.53 CR2.43
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31138.67 CR2.15
Fund Name1Y3Y
This FundKotak Services Fund Growth00
This FundDSP Business Cycle Fund Growth-0.69670
This FundUnion Business Cycle Fund Growth0.3610
This FundHDFC Defence Fund Growth8.6347173.6443
This FundNippon India Taiwan Equity Fund Growth204.4138322.633

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 : -3.47%
  • 6 Months : -0.98%
  • 1 Year : 0.36%
  • 3 Years : 0.00%
Returns of Union Business Cycle Fund Growth are updated daily based on NAV of ₹ 11.29 as on Jun 09,2026. 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 ₹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.