Union Business Cycle Fund Regular - Growth

Fund Details

NAV 11.49

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount 500.0

Fund Age(Year) 1.96

Fund Size 519.32

Fund Performance

1 Month 2.13%

3 Month -0.43%

6 Month 4.74%

1 Year 14.44%

3 Year 0.0%

5 Year 0.0%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.49%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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

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) 3

Date of Incorporation 2024-03-05

Total AUM 2026-01-31

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.

Know This Fund

As on 18 Feb 2026

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

Equity (94.97%) Market Cap Large Cap 60.89 Small Cap 18.12 Mid Cap 15.96 Top Sectors Financial 28.64 Automobile 11.03 Technology 9.82 Capital Goods 9.79 Services 7.42 Metals & Mining 5.31 Chemicals 4.34 Construction 4.09 Communication 3.01 Energy 2.59 Materials 2.42 Healthcare 2.07 Consumer Discretionary 1.99 Insurance 1.98 Textiles 0.47 Top Holding Infosys 3.42 Jindal Steel 0.72 Metro Brands 0.47 TVS Motor Company - Pref. Shares 0.03 Latent View Analytics 0.64 Kotak Mahindra Bank 1.92 Axis Bank 2.1 Mahindra & Mahindra 1.95 Kei Industries 1.39 Cummins India 1.55 Max Financial Services 1.44 Motherson Wiring 1.25 Data Patterns (India) 1.56 Mphasis 1.62 Tata Capital 0.96 Bajaj Finance 0.83 SBI Life Insurance Company 1.98 Ujjivan Small Finance Bank 2.37 UNO Minda 1.3 PVR Inox 1.67 Hindalco Industries 0.96 CreditAccess Grameen 1.44 LTIMindtree 1.29 Navin Fluorine International 1.45 Vedanta 0.52 Swiggy 0.67 FSN E-Commerce Ventures 0.59 Shriram Finance 2.69 UPL 0.98 Maruti Suzuki India 1.6 State Bank of India 4.91 Gokaldas Exports 0.47 MCX 1.51 Solar Industries India 1.91 Bharat Electronics 2.59 Amber Enterprises India 0.69 TVS Motor Company 1.29 Larsen & Toubro 4.09 One97 Communications 1.59 Tata Motors 2.02 Sona BLW Precision Forgings 0.5 V-Mart Retail 0.47 Sai Life Sciences 0.91 Persistent Systems 0.77 Eternal 0.92 Acutaas Chemicals 1.16 ZF Commercial 1.09 Blue Star 0.83 Tata Steel 2.46 Ultratech Cement 2.42 Tech Mahindra 1.01 Bharti Airtel 3.01 HDFC Bank 4.33 Netweb Technologies India 1.07 ICICI Bank 4.2 Garden Reach Shipbuilders & Engineers 0.88 Reliance Industries 2.59 Nippon Life India Asset Management 1.45 GE Vernova T&D 1.82 JSW Steel 0.65

Debt & Others (5.03%) Sector Allocation Treasury Bills 0.09 Repo 4.93 Net Receivables 0.01 Debt Credit Ratings Debt Category Others 4.94 Reserve Bank of India 0.09