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  • Union Business Cycle Fund - Regular Plan - Growth Option

Union Business Cycle Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Business-Cycle
Launch Date: 05-03-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.35% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 591.18 Cr As on (30-06-2025)
Turn over:
NAV (₹): 11.03 ₹ -0.12 ( -1.0879%)
as on 25-07-2025
CAGR Since Inception - 7.58%
NIFTY 500 TRI - 12.54%

Fund Managers

FM 1 - Mr. Harshad Patwardhan, FM 2 - Mr. Pratik Dharmshi


Investment Objective

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.

PERFORMANCE of Union Business Cycle Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 25-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Union Business Cycle Fund - Regular Plan - Growth Option -2.3 - - - 7.58
NIFTY 500 TRI 2.64 18.63 21.97 13.91 12.54
Equity: Thematic-Business-Cycle 0.64 20.68 26.29 12.94 12.3

RETURNS CALCULATOR for Union Business Cycle Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Union Business Cycle Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Union Business Cycle Fund - Regular Plan - Growth Option - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Union Business Cycle Reg Gr 05-03-2024 -2.3 0.0 0.0 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 8.17 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 7.06 23.56 23.67 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 6.48 20.1 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 3.62 23.71 23.91 26.29 12.94
HDFC Business Cycle Fund Gr 05-11-2022 3.21 15.56 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 1.73 18.8 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 1.34 15.28 15.74 0.0 0.0
Tata Business Cycle Fund Reg Gr 04-08-2021 -2.87 19.05 21.94 0.0 0.0
Baroda BNP Paribas Business Cycle Fund Reg Gr 15-09-2021 -3.57 17.43 18.13 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Union Business Cycle Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)