Union Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹519.97 Cr
Expense Ratio
2.09%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
5 Mar 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.76% | -- |
| 3 Months | +4.1% | -- |
| 6 Months | +5.76% | -- |
| 1 Year | +8.95% | +8.95% |
| 2 Years | -- | +3.44% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +19.3% | +7.56% |
Holdings as on 9 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 43.84 | 8.43 |
| AXIS Bank Ltd | 25.97 | 4.99 |
| Larsen & Toubro Ltd | 23.91 | 4.60 |
| HDFC Bank | 23.74 | 4.57 |
| Bharat Heavy Electricals | 15.61 | 3.00 |
| State Bank of India | 15.56 | 2.99 |
| InterGlobe Aviation Ltd | 15.47 | 2.97 |
| GE Vernova T&D India | 14.50 | 2.79 |
| Cummins India | 14.29 | 2.75 |
| Power Mech Projects | 13.70 | 2.63 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Baroda BNP Paribas Business Cycle Fund Regular Growth | +6.88% | +13.3% | -- |
| HDFC MNC Fund Regular Growth | +8.77% | +7.5% | -- |
| Union Business Cycle Fund Regular Growth | +8.95% | -- | -- |
| Kotak Transportation & Logistics Fund Regular Growth | +12.91% | -- | -- |
| Union Active Momentum Fund Regular Growth | +14.14% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Union Business Cycle Fund Regular Growth has an AUM of 519.97 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Union Business Cycle Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, AXIS Bank Ltd, Larsen & Toubro Ltd, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Construction Services, Auto & Truck Parts, Consumer Financial Services.
Some of the similar funds are Baroda BNP Paribas Business Cycle Fund Regular Growth, HDFC MNC Fund Regular Growth, Union Business Cycle Fund Regular Growth, Kotak Transportation & Logistics Fund Regular Growth, Union Active Momentum Fund Regular Growth. Union Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Union Business Cycle Fund Regular Growth has a Medium risk & Moderate return.
Union Business Cycle Fund Regular Growth is managed by Harshad Patwardhan,Pratik Dharmshi.
The expense ratio of Union Business Cycle Fund Regular Growth is 2.09%.
The 5 year annualized return on Union Business Cycle Fund Regular Growth is 0.00% & it has generated 8.95% in the last 1 year.
The minimum investment in Union Business Cycle Fund Regular Growth is 1000 Rs.
Union Business Cycle Fund Regular Growth has an AUM of 519.97 crores.
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