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Union Business Cycle Fund Direct Growth
NAV: 10 Jun '26
₹11.55
Min. for SIP
₹500
Fund size (AUM)
₹507.17 Cr
Expense ratio
2.49%
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 (59)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 6.93% |
| Axis Bank Ltd | Financial | Equity | 4.09% |
| Repo | Unspecified | Repo | 3.65% |
| Bharat Electronics Ltd | Industrials | Equity | 3.12% |
| Cummins India Ltd | Industrials | Equity | 2.94% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.88% |
| Tata Steel Ltd | Materials | Equity | 2.76% |
| Solar Industries India Ltd | Materials | Equity | 2.72% |
| GE T&D India Ltd | Industrials | Equity | 2.58% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.54% |
| State Bank of India | Financial | Equity | 2.46% |
| Data Patterns (India) Ltd | Industrials | Equity | 2.45% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.45% |
| Power Mech Projects Ltd | Industrials | Equity | 2.43% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.38% |
| Max Financial Services Ltd | Financial | Equity | 2.37% |
| JSW Energy Ltd | Energy & Utilities | Equity | 2.32% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.04% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.97% |
| Navin Fluorine International Ltd | Materials | Equity | 1.95% |
| Ami Organics Ltd | Healthcare | Equity | 1.92% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 1.91% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.88% |
| PVR Ltd | Consumer Discretionary | Equity | 1.87% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 1.77% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 1.73% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 1.71% |
| CreditAccess Grameen Ltd | Financial | Equity | 1.70% |
| Ultratech Cement Ltd | Materials | Equity | 1.68% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.65% |
| Motherson Sumi Wiring India Ltd | Industrials | Equity | 1.62% |
| One 97 Communications Ltd | Industrials | Equity | 1.56% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.49% |
| Mphasis Ltd | Technology | Equity | 1.45% |
| Kei Industries Ltd | Industrials | Equity | 1.40% |
| Indusind Bank Ltd | Financial | Equity | 1.28% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.25% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.09% |
| JSW Steel Ltd | Materials | Equity | 1.04% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.03% |
| Bank of Maharashtra | Financial | Equity | 0.99% |
| Suzlon Energy Ltd | Industrials | Equity | 0.98% |
| Zomato Ltd | Technology | Equity | 0.98% |
| Garden Reach Shipbuilders & Engineers Ltd | Industrials | Equity | 0.95% |
| Fusion Micro Finance Ltd | Financial | Equity | 0.92% |
| Net Receivables | Unspecified | Net Receivables | 0.91% |
| Aarti Industries Ltd | Materials | Equity | 0.86% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.84% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.80% |
| Arvind Ltd | Consumer Discretionary | Equity | 0.70% |
| KPR Mills Ltd | Consumer Discretionary | Equity | 0.52% |
| JK Cement Ltd | Materials | Equity | 0.48% |
| L&T Finance Holdings Ltd | Financial | Equity | 0.47% |
| LatentView Analytics Ltd | Technology | Equity | 0.47% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 0.35% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.34% |
| Indo Count Industries Ltd | Consumer Discretionary | Equity | 0.25% |
| 364 Day T-BILL 09 July 2026 | Financial | Treasury Bills | 0.10% |
| 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 | +1.6% | -0.2% | +4.1% | +16.5% |
| Category average (Equity Thematic) | -- | -- | -0.6% | -- |
| Rank (Equity Thematic) | 10 | 4 | 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 ₹27,363 Cr and the Latest NAV as of 10 Jun 2026 is ₹11.55.
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₹27,363.31 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,