Union Business Cycle Fund Direct Growth
Very High Risk
Equity
₹11.78
0.34%1D Change
10.65%p.a.
Very High Risk
Equity
₹11.78
0.34%1D Change
10.65%p.a.
Union Business Cycle Fund Direct Growth
₹11.78
0.34%1D
10.65%p.a.
Returns calculator
Investment Type
Fund overview
- RatingNo Rating
- Expense ratio1.01%
- Exit Load1% within 365 days
- AUM (Fund size)₹513 Crore
- Lock-in periodNo Lock-in
- Age1 yrs since Mar 05, 2024
- Min. investmentSIP ₹1000 & Lump. ₹1000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| ICICI Bank Ltd | 5.37% |
| HDFC Bank Ltd | 5% |
| Maruti Suzuki India Ltd | 4.1% |
| Infosys Ltd | 3.89% |
| Bharti Airtel Ltd | 3.59% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| UTI Transportation & Logi... | ₹ 3,968 Cr | ₹341.64 | 0.13% | Very High |
| ICICI Prudential Commodit... | ₹ 3,059 Cr | ₹47.03 | -0.95% | Very High |
| Kotak Pioneer Fund Direct... | ₹ 3,148 Cr | ₹35.80 | 0.48% | Very High |
| ICICI Prudential India Op... | ₹ 30,802 Cr | ₹39.87 | 0.10% | Very High |
NAV History - Union Business Cycle Fund - Direct Plan - Growth
FUND | Union Business Cycle Fund - Direct Plan - Growth |
|---|---|
| NAV (Oct 17, 2025) | ₹11.78 |
| Class | Equity | Other |
| Inception Date | Mar 05, 2024 |
| Fund Manager | Harshad Patwardhan, Pratik Dharmshi |
FUND | Union Business Cycle Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹1000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Union Business Cycle | 1.12% | 0.68% | 3.7% | 11.13% | 0.6% | null% |
About Union Asset Management Co. Pvt. Ltd.
Union Mutual Fund operates on the principle of bringing the opportunity for investors to make sustainable investments. The fund house intends to be known as the fund house that provides the products for individuals to achieve their financial goals by understanding their needs. Union Mutual Fund aspires to reach out to as many investors as they can and help them identify the right investments.
Union Asset Management Co. Pvt. Ltd. Details
- No. of schemes27
- Total AUM₹5,240.41 Crore
- AddressUnion Asset Management Co. Pvt. Ltd., Unit 802, 8th Floor, Tower ‘A’, Mumbai, Maharashtra, 400013
- Phone+91 022 67483333
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(as per historical returns)
