Union Business Cycle Fund Regular-Growth

Fund Details

NAV 11.14

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 2.65

Fund Size(in Crores) 485.07

Fund Performance

1 Month -1.41%

3 Month -4.29%

6 Month -0.8%

1 Year -3.71%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (94.67%) Market Cap Large Cap 43.7 Small Cap 28.5 Mid Cap 22.47 Top Sectors Financial 25.36 Healthcare 12.05 Capital Goods 9.74 Services 8.3 Textiles 6.08 Construction 6.01 Technology 6 Chemicals 5.47 Automobile 5.47 Metals & Mining 5.27 Energy 1.96 Insurance 1.78 Communication 1.18 Top Holding Aurobindo Pharma 1.46 Jindal Steel 0.9 Apollo Hospitals Enterprise 1.58 Go Digit General Insurance 0.34 Kotak Mahindra Bank 1.36 Axis Bank 3.38 Cummins India 1.24 Mankind Pharma 1.02 Delhivery 0.86 Data Patterns (India) 1.22 Mphasis 1.73 Filatex India 0.69 Dr. Lal Pathlabs 1.34 Ujjivan Small Finance Bank 1.32 Krishna Institute 1.35 Devyani International 1.25 Cipla 1.7 PVR Inox 1.14 HDFC Life Insurance 1.44 Hindustan Copper 1.01 Power Mech Projects 1.72 Navin Fluorine International 2.23 One 97 Comm 2.58 Welspun Corp 0.75 Jindal Saw 1.87 Shriram Finance 2.3 Wockhardt 0.55 State Bank of India 1.67 Gokaldas Exports 1.09 Aarti Industries 1.08 Dixon Technologies (India) 1.82 Solar Industries India 2.16 Fusion Fin 1.09 K.P.R. Mill 0.79 Indo Count Industries 1.33 Bharat Heavy Electricals 2.29 Cemindia Projects 0.67 Angel One 0.51 Larsen & Toubro 3.62 360 One Wam 1.32 Zen Technologies 1.12 Coforge 1.51 Arvind 2.18 Adani Enterprises 1.45 Tata Motors 1.85 Hindustan Zinc 0.74 Sona BLW Precision Forgings 2.53 Sai Life Sciences 2.46 CORONA Remedies 0.59 ZF Commercial 1.09 Interglobe Aviation 1.02 Cholamandalam Investment and Finance Company 1.09 Tech Mahindra 1.64 RBL Bank 2.04 Bharti Airtel 1.18 HDFC Bank 2.94 ICICI Bank 6.34 Hindustan Aero 0.75 Reliance Industries 1.96 MTAR Technologies 0.85 GE Vernova T&D 1.57

Debt & Others (5.33%) Sector Allocation Treasury Bills 0.17 Repo 5.41 Net Payables -0.25 Debt Credit Ratings Debt Category Others 5.16 Reserve Bank of India 0.17

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -2.16% Ret 1Y -1.41% Ret 3Y 11.46% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -2.7% Ret 1Y -4.03% Ret 3Y 11.11% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -0.84% Ret 1Y -10.23% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.56% Ret 1Y -2.85% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 3.06%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sanjay Bembalkar

Education Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.

Experience Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP

Pratik Dharmshi

Education Mr. Dharmshi has done B. Com & CA

Experience 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.

Harshad Patwardhan

Education Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.

Experience Prior to joining Union AMC, he was associated with Edelweiss AMC,Girik Wealth Advisors,JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Hardick Bora

Education Mr. Bora is a CFA charterholder with the CFA Institute, USA and Bachelors in Banking and Insurance from University of Mumbai.

Experience Prior to joining Union Mutual Fund, he has worked with Motilal Oswal Securities Ltd., Dolat Capital Markets Pvt Ltd. as Research Associate, Khandwala Securities Ltd. as Research Associate, Yen Management Consultants Pvt. Ltd. and 3 Global Services Pvt. Ltd.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 7

Date of Incorporation 2024-03-05

Total AUM 25477.53

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.