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Union Mutual Fund · Equity: Thematic-Business-Cycle
Union Business Cycle Fund - Regular Plan - Growth Option
The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · NIFTY 500 TRITER · 3.22%Inception · 05-03-2024
NAV
₹11.38
-0.97% · as of 29-05-2026
Since inception
6.11%
CAGR
Benchmark (inception)
12.10%
CAGR
Fund size
₹507 Cr
AUM
Expense ratio
3.22%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +6.11% CAGR vs benchmark +12.10%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.57%
RELIANCE INDUSTRIES LIMITED EQ4.17%
TREPS3.62%
STATE BANK OF INDIA EQ NEW RE. 1/-3.28%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.25%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.22%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.11%
ULTRATECH CEMENT LIMITED EQ3.05%
Shriram Finance Limited2.85%
SBI LIFE INSURANCE COMPANY LIMITED EQ2.81%
Sector allocation
Financial Services31.42%
Capital Goods12.37%
Automobile and Auto Components7.88%
Healthcare7.86%
Metals & Mining5.94%
Chemicals5.07%
Information Technology4.52%
Oil, Gas & Consumable Fuels4.17%
Construction Materials3.57%
Telecommunication3.11%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 6.1% p.a.₹10,000
10 years
Projected value
₹16,57,008
Invested: ₹12,00,000
Gained: ₹4,57,008
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
H
Harshad Patwardhan, Pratik Dharmshi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152411
ISIN (Growth)
INF582M01JM9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹13.04
1Y
+13.9%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.32
1Y
+6.4%
3Y
+0.0%
5Y
+0.0%
Quant Business Cycle Fund Reg Gr
₹16.64
1Y
+3.1%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.06
1Y
+3.0%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.09
1Y
+2.5%
3Y
+15.3%
5Y
+0.0%
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