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Home Mf Research Union Business Cycle Fund Regular Plan Growth
Union Mutual Fund

Mutual Fund Research

Union Business Cycle Fund - Regular Plan - Growth

Union Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,034.51 +3.45%
Two Week 2026-10-19 ₹1,000.00 ₹1,016.96 +1.70%
One Month 2026-10-05 ₹1,000.00 ₹1,009.75 +0.98%
Three Months 2026-08-05 ₹3,000.00 ₹2,931.30 -2.29%
Six Months 2026-05-07 ₹6,000.00 ₹5,900.32 -1.66%
One Year 2025-11-03 ₹12,000.00 ₹12,096.57 +0.80%
Since Inception 2024-03-05 ₹33,000.00 ₹34,030.89 +3.12%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 19.05%
Pharmaceuticals & Biotechnology 7.78%
Textiles & Apparels 6.08%
Construction 6.01%
Chemicals & Petrochemicals 5.47%
Other 5.16%
IT - Software 4.88%
Electrical Equipment 4.71%
Finance 4.48%
Healthcare Services 4.27%
Industrial Products 3.86%
Auto Components 3.62%
Aerospace & Defense 3.09%
Financial Technology (Fintech) 2.58%
Petroleum Products 1.96%
Transport Services 1.88%
Agricultural, Commercial & Construction Vehicles 1.85%
Capital Markets 1.83%
Consumer Durables 1.82%
Insurance 1.78%
Non - Ferrous Metals 1.75%
Metals & Minerals Trading 1.45%
Leisure Services 1.25%
Telecom - Services 1.18%
Entertainment 1.14%
Ferrous Metals 0.90%
Sovereign 0.17%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd. 6.34%
Larsen & Toubro Ltd. 3.62%
Axis Bank Ltd. 3.38%
HDFC Bank Ltd. 2.94%
One 97 Communications Ltd. 2.58%
Sona Blw Precision Forgings Ltd. 2.53%
Sai Life Sciences Ltd. 2.46%
Shriram Finance Ltd. 2.30%
Bharat Heavy Electricals Ltd. 2.29%
Navin Fluorine International Ltd. 2.23%
Arvind Ltd. 2.18%
Solar Industries India Ltd. 2.16%
RBL Bank Ltd. 2.04%
Reliance Industries Ltd. 1.96%
Jindal Saw Ltd. 1.87%
Tata Motors Ltd. 1.85%
Dixon Technologies (India) Ltd. 1.82%
Mphasis Ltd. 1.73%
Power Mech Projects Ltd. 1.72%
Cipla Ltd. 1.70%
State Bank of India 1.67%
Tech Mahindra Ltd. 1.64%
Apollo Hospitals Enterprise Ltd. 1.58%
GE Vernova T&D India Ltd. 1.57%
Coforge Ltd. 1.51%
Aurobindo Pharma Ltd. 1.46%
Adani Enterprises Ltd. 1.45%
HDFC Life Insurance Company Ltd. 1.44%
Kotak Mahindra Bank Ltd. 1.36%
Krishna Institute of Medical Sciences Ltd. 1.35%
Dr. Lal Path labs Ltd. 1.34%
Indo Count Industries Ltd. 1.33%
Ujjivan Small Finance Bank Ltd. 1.32%
360 ONE WAM Ltd. 1.32%
Devyani International Ltd. 1.25%
Cummins India Ltd. 1.24%
Data Patterns (India) Ltd. 1.22%
Bharti Airtel Ltd. 1.18%
PVR Inox Ltd. 1.14%
Zen Technologies Ltd. 1.12%
Gokaldas Exports Ltd. 1.09%
Fusion Finance Ltd. 1.09%
ZF Commercial Vehicle Control Systems India Ltd. 1.09%
Cholamandalam Investment & Finance Co. Ltd. 1.09%
Aarti Industries Ltd. 1.08%
Interglobe Aviation Ltd. 1.02%
Mankind Pharma Ltd. 1.02%
Hindustan Copper Ltd. 1.01%
Jindal Steel Ltd. 0.90%
Delhivery Ltd. 0.86%
MTAR technologies Ltd. 0.85%
K.P.R. Mill Ltd. 0.79%
Hindustan Aeronautics Ltd. 0.75%
Welspun Corp Ltd. 0.75%
Hindustan Zinc Ltd. 0.74%
Filatex India Ltd. 0.69%
Cemindia Projects Ltd. 0.67%
Corona Remedies Ltd. 0.59%
Wockhardt Ltd. 0.55%
Angel One Ltd. 0.51%
GO Digit General Insurance Ltd. 0.34%
91 Day Treasury Bills 0.09%
91 Day Treasury Bills 0.08%
TREPS 5.41%
Net Receivable / Payable -0.25%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
18.45%
Return volatility
β
Beta
0.98
Benchmark sensitivity
S
Sharpe Ratio
-0.27
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Union Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Union Gold ETF Fund Of Fund - Regular Plan - Growth 11.86% 0.00% 29.91%
Union Small Cap Fund - Regular Plan - Growth 11.38% 13.15% 14.91%
Union Active Momentum Fund - Regular Plan - Growth 11.16% 0.00% -2.38%
Union Liquid Fund - Regular Plan - Growth 6.38% 6.81% 6.69%
Union Arbitrage Fund - Regular Plan - Growth 6.17% 6.54% 5.54%
Union Money Market Fund - Regular Plan - Growth 5.95% 6.39% 5.66%
Union Overnight Fund - Regular Plan - Growth 5.16% 5.90% 5.01%
Union Ultra Short To Short Term Fund - Regular Plan - Growth 4.63% 0.00% 4.81%
Union Innovation And Opportunities Fund - Regular Plan - Growth 4.60% 16.56% 14.81%
Union Income Plus Arbitrage Active FOF - Regular Plan - Growth 3.66% 0.00% 3.35%

Returns are historical and do not guarantee future performance.

View All Union Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
3.11%
Expense Ratio (Direct)
1.86%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 Index (TRI)

Exit Load

Charges that may apply when you redeem units

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.
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