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Union Business Cycle Fund - Regular Plan - Growth Option

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Category: Equity: Thematic-Business-Cycle
Launch Date: 05-03-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.36% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 570.29 Cr As on (31-07-2025)
Turn over:
NAV as on 01-09-2025

11.06

0.18 (1.6275%)

CAGR Since Inception

7.22%

NIFTY 500 TRI 12.41%

PERFORMANCE of Union Business Cycle Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 01-09-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Union Business Cycle Fund - Regular Plan - Growth Option -6.35 - - - 7.22
NIFTY 500 TRI -3.32 15.38 20.44 14.56 12.41
Equity: Thematic-Business-Cycle -5.11 17.92 24.44 13.76 11.53

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 - Mr. Harshad Patwardhan, FM 2 - Mr. Pratik Dharmshi

Investment Objective

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.

RETURNS CALCULATOR for Union Business Cycle Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Union Business Cycle Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Union Business Cycle Fund - Regular Plan - Growth Option - - - - - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION of Union Business Cycle Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 01-09-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -6.35 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 4.08 23.31 22.02 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 3.71 19.6 0.0 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 2.64 0.0 0.0 0.0 0.0
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 -2.09 16.59 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 -2.18 14.61 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 -2.84 21.45 19.97 24.44 13.76
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 -4.76 13.7 13.17 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -7.78 16.91 15.8 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 -8.08 15.35 18.66 0.0 0.0

PORTFOLIO ANALYSIS of Union Business Cycle Fund - Regular Plan - Growth Option

Asset Allocation (%)