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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Union Business Cycle Fund Direct Growth
NAV: 18 Sep '26
₹12.08
Min. for SIP
₹500
Fund size (AUM)
₹517.90 Cr
Expense ratio
1.86%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,908 | -0.61% | |
| 6 months | ₹30,000 | ₹30,856 | +2.85% | |
| 1 year | ₹60,000 | ₹62,075 | +3.46% |
Holdings (63)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.43% |
| Larsen & Toubro Ltd | Industrials | Equity | 4.24% |
| Repo | Unspecified | Repo | 4.06% |
| One 97 Communications Ltd | Industrials | Equity | 3.32% |
| Axis Bank Ltd | Financial | Equity | 3.05% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.79% |
| HDFC Bank Ltd | Financial | Equity | 2.75% |
| Coforge Ltd | Technology | Equity | 2.48% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.32% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.28% |
| Solar Industries India Ltd | Materials | Equity | 2.20% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.20% |
| Navin Fluorine International Ltd | Materials | Equity | 2.19% |
| Arvind Ltd | Consumer Discretionary | Equity | 2.10% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 2.05% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.97% |
| Jindal Saw Ltd | Materials | Equity | 1.95% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.94% |
| Tata Motors Ltd | Industrials | Equity | 1.93% |
| State Bank of India | Financial | Equity | 1.93% |
| Bharti Airtel Ltd | Technology | Equity | 1.87% |
| Mphasis Ltd | Technology | Equity | 1.83% |
| RBL Bank Ltd | Financial | Equity | 1.80% |
| Cipla Ltd | Healthcare | Equity | 1.66% |
| Tech Mahindra Ltd | Technology | Equity | 1.65% |
| Power Mech Projects Ltd | Industrials | Equity | 1.63% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.61% |
| GE T&D India Ltd | Industrials | Equity | 1.55% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.42% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.41% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.37% |
| Adani Enterprises Ltd | Materials | Equity | 1.34% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.28% |
| Indo Count Industries Ltd | Consumer Discretionary | Equity | 1.27% |
| Cummins India Ltd | Industrials | Equity | 1.24% |
| Devyani International Ltd | Consumer Discretionary | Equity | 1.24% |
| Kei Industries Ltd | Industrials | Equity | 1.24% |
| Data Patterns (India) Ltd | Industrials | Equity | 1.21% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.21% |
| Fusion Micro Finance Ltd | Financial | Equity | 1.17% |
| Zen Technologies Ltd | Technology | Equity | 1.17% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 1.16% |
| Aarti Industries Ltd | Materials | Equity | 1.11% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.11% |
| JSW Steel Ltd | Materials | Equity | 1.05% |
| Hindustan Copper Ltd | Materials | Equity | 1.05% |
| PVR Ltd | Consumer Discretionary | Equity | 1.04% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.00% |
| Delhivery Ltd | Industrials | Equity | 0.89% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.88% |
| Angel One Ltd | Financial | Equity | 0.85% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.83% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.79% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.76% |
| ITD Cementation India Ltd | Industrials | Equity | 0.65% |
| CORONA Remedies Ltd. | Healthcare | Equity | 0.55% |
| Hindustan Zinc Ltd | Materials | Equity | 0.49% |
| Wockhardt Ltd | Healthcare | Equity | 0.46% |
| Filatex India Ltd | Consumer Discretionary | Equity | 0.45% |
| Welspun Corp Ltd | Materials | Equity | 0.32% |
| Net Receivables | Unspecified | Net Receivables | 0.10% |
| GOVERNMENT OF INDIA 37629 091 DAYS TBILL 01OT26 FV RS 100 | Financial | Treasury Bills | 0.08% |
| TVS Motor Company Ltd - Pref. Shares | Consumer Discretionary | Preference Shares | 0.03% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +6.3% | +9.9% | +6.0% | +21.8% |
| Category average (Equity Thematic) | -- | -- | -0.6% | -- |
| Rank (Equity Thematic) | 12 | 10 | 8 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 1 year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
HPHarshad PatwardhanNov 2024 - PresentView details
HP
Harshad Patwardhan
Nov 2024 - Present
View details
PDPratik DharmshiDec 2024 - PresentView details
PD
Pratik Dharmshi
Dec 2024 - Present
View details
About Union Business Cycle Fund Direct Growth
Union Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Harshad Patwardhan is the Current Fund Manager of Union Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹28,967 Cr and the Latest NAV as of 18 Sep 2026 is ₹12.08.
The Union Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 1 year.
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Investment Objective
The Schemeseeks 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.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#27 in India
Total AUM₹28,967.20 Cr
Date of Incorporation30 Dec 2009
Launch Date30 Dec 2009
AddressUnit 503, 5th Floor,Leela Business Park, Andheri Kurla Road,Andheri (East) Mumbai 400059
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,