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Union Business Cycle Fund Direct Growth
NAV: 28 Aug '26
₹12.35
Min. for SIP
₹500
Fund size (AUM)
₹509.93 Cr
Expense ratio
1.89%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,290 | +1.93% | |
| 6 months | ₹30,000 | ₹30,235 | +0.78% | |
| 1 year | ₹60,000 | ₹60,553 | +0.92% |
Holdings (63)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 8.97% |
| Larsen & Toubro Ltd | Industrials | Equity | 4.20% |
| HDFC Bank Ltd | Financial | Equity | 4.12% |
| Repo | Unspecified | Repo | 3.63% |
| Axis Bank Ltd | Financial | Equity | 3.19% |
| State Bank of India | Financial | Equity | 3.05% |
| One 97 Communications Ltd | Industrials | Equity | 2.63% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.55% |
| Tech Mahindra Ltd | Technology | Equity | 2.23% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.23% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 2.23% |
| Coforge Ltd | Technology | Equity | 2.18% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.13% |
| Solar Industries India Ltd | Materials | Equity | 2.05% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.01% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 1.97% |
| Navin Fluorine International Ltd | Materials | Equity | 1.94% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.80% |
| Mphasis Ltd | Technology | Equity | 1.79% |
| Cipla Ltd | Healthcare | Equity | 1.77% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.72% |
| Tata Motors Ltd | Industrials | Equity | 1.71% |
| Power Mech Projects Ltd | Industrials | Equity | 1.69% |
| Arvind Ltd | Consumer Discretionary | Equity | 1.63% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 1.62% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.57% |
| RBL Bank Ltd | Financial | Equity | 1.56% |
| GE T&D India Ltd | Industrials | Equity | 1.53% |
| Delhivery Ltd | Industrials | Equity | 1.51% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.47% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.47% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.39% |
| Cummins India Ltd | Industrials | Equity | 1.36% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.28% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.19% |
| Data Patterns (India) Ltd | Industrials | Equity | 1.16% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.13% |
| Kei Industries Ltd | Industrials | Equity | 1.10% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.07% |
| JSW Steel Ltd | Materials | Equity | 1.04% |
| Aarti Industries Ltd | Materials | Equity | 1.01% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.01% |
| Bank of Maharashtra | Financial | Equity | 1.00% |
| Fusion Micro Finance Ltd | Financial | Equity | 0.99% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.98% |
| Zen Technologies Ltd | Technology | Equity | 0.96% |
| PVR Ltd | Consumer Discretionary | Equity | 0.90% |
| Angel One Ltd | Financial | Equity | 0.89% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.84% |
| Jindal Saw Ltd | Materials | Equity | 0.79% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.78% |
| ITD Cementation India Ltd | Industrials | Equity | 0.74% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.71% |
| Bharat Electronics Ltd | Industrials | Equity | 0.71% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 0.69% |
| Adani Enterprises Ltd | Materials | Equity | 0.67% |
| CORONA Remedies Ltd. | Healthcare | Equity | 0.57% |
| Wockhardt Ltd | Healthcare | Equity | 0.48% |
| Hindustan Copper Ltd | Materials | Equity | 0.40% |
| Indo Count Industries Ltd | Consumer Discretionary | Equity | 0.35% |
| 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% |
| Net Payables | Unspecified | Net Payables | -0.45% |
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 | +6.6% | +4.7% | +7.9% | +23.5% |
| Category average (Equity Thematic) | -- | -- | -0.6% | -- |
| Rank (Equity Thematic) | 12 | 12 | 5 | -- |
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 ₹27,930 Cr and the Latest NAV as of 28 Aug 2026 is ₹12.35.
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.
;
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₹27,929.72 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,