Union Business Cycle Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.52%
Fund NAV

Fund Overview of Union Business Cycle Fund Regular - Growth

  • ₹570.3 Cr
    AUM
  • ₹11.52
    NAV
  • 2.40%
    Expense Ratio
As on Wed Nov 19, 2025

Returns of Union Business Cycle Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.52% NA NA
6 Months 15.77% NA NA
1 Year -2.90% -2.90% NA
As on Wed Nov 19, 2025

Asset Allocation

equities

98.16%

debt instruments

0.10%

other assets or cash equivalents

1.74%
Large Cap: 62.80%
Mid Cap: 21.86%
Small Cap: 15.34%
Other: 0.00%
Top Holdings
Icici Bank Ltd
6.35%
Hdfc Bank Ltd
6.28%
Icici Bank Ltd
5.59%
Icici Bank Ltd
5.59%
Hdfc Bank Ltd
5.44%
 
Top Sectors
Financial
124.47%
Industrials
110.04%
Consumer Discretionary
90.39%
Technology
74.62%
Materials
47.78%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Union Business Cycle Fund Regular - Growth

Launched on 05 Mar 2024, the fund aims Capital appreciation over long term. Investment predominantly in equity & equity related instruments of business cycle-based theme. It manages assets worth ₹570.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.4%.
The portfolio allocation consists of 98.16% in equities, 0.10% in debt instruments, 1.74% in other assets or cash equivalents. Managed by Harshad Patwardhan, it has delivered a return of -2.90% in the last year, a total return since inception of 8.41%.

Read more
  • Pratik Dharmshi

    Fund Manager

  • Mr. Dharmshi has done B. Com & CA

    Manager Education

  • Harshad Patwardhan

    Fund Manager

  • Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.

    Manager Education

Fund Details

Fund Names Union Business Cycle Fund Regular - Growth
Inception Date 05 Mar 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹ 100
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 100
 
Risk Principal at very high risk
More Details

More funds from Union Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Union Business Cycle Fund Direct - Growth increase ₹570 0.17% 3.51% 6.69% 7.76% -
Union Business Cycle Fund Regular - Idcw increase ₹570 0.09% 3.13% 5.98% 6.18% -
Union Business Cycle Fund Direct - Idcw increase ₹570 0.17% 3.51% 6.69% 7.76% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund - Growth trend ₹13,479 ₹25.71 22.61% - -
ICICI Prudential Business Cycle Fund Direct - Growth trend ₹13,479 ₹27.24 23.88% - -
Tata Business Cycle Fund Direct - Growth trend ₹2,898 ₹20.44 19.46% - -
Tata Business Cycle Fund Regular - Growth trend ₹2,898 ₹19.08 17.62% - -
Aditya Birla Sun Life Business Cycle Fund Direct-growth trend ₹1,759 ₹16.36 14.90% - -
Aditya Birla Sun Life Business Cycle Fund Regular-growth trend ₹1,759 ₹15.53 13.56% - -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Icici Bank LtdFinancial6.35%₹36.21 Cr
Hdfc Bank LtdFinancial6.28%₹35.80 Cr
Icici Bank LtdFinancial5.59%₹31.81 Cr
Icici Bank LtdFinancial5.59%₹31.81 Cr
Hdfc Bank LtdFinancial5.44%₹30.96 Cr
Hdfc Bank LtdFinancial5.44%₹30.96 Cr
Icici Bank LtdFinancial5.37%₹30.07 Cr
Icici Bank LtdFinancial5.37%₹30.07 Cr
Bharti Airtel LtdTechnology5.18%₹29.53 Cr
Hdfc Bank LtdFinancial5.00%₹27.99 Cr
Hdfc Bank LtdFinancial5.00%₹27.99 Cr
Maruti Suzuki India LtdConsumer Discretionary4.07%₹23.18 Cr
Maruti Suzuki India LtdConsumer Discretionary4.07%₹23.18 Cr
Maruti Suzuki India LtdConsumer Discretionary4.10%₹22.95 Cr
Maruti Suzuki India LtdConsumer Discretionary4.10%₹22.95 Cr
RepoUnspecified3.86%₹22.04 Cr
Reliance Industries LtdEnergy & Utilities3.84%₹21.88 Cr
Infosys LtdTechnology3.89%₹21.74 Cr
Infosys LtdTechnology3.89%₹21.74 Cr
Infosys LtdTechnology3.71%₹21.14 Cr
State Bank Of IndiaFinancial3.65%₹20.80 Cr
State Bank Of IndiaFinancial3.65%₹20.80 Cr
Larsen & Toubro LtdIndustrials3.57%₹20.35 Cr
Larsen & Toubro LtdIndustrials3.57%₹20.35 Cr
Bharti Airtel LtdTechnology3.59%₹20.06 Cr
Bharti Airtel LtdTechnology3.59%₹20.06 Cr
Bharti Airtel LtdTechnology3.50%₹19.92 Cr
Bharti Airtel LtdTechnology3.50%₹19.92 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹19.55 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹19.55 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹19.21 Cr
Mahindra & Mahindra LtdConsumer Discretionary3.43%₹19.21 Cr
State Bank Of IndiaFinancial3.22%₹17.99 Cr
State Bank Of IndiaFinancial3.22%₹17.99 Cr
Infosys LtdTechnology3.02%₹17.18 Cr
Infosys LtdTechnology3.02%₹17.18 Cr
Bharat Electronics LtdIndustrials3.02%₹17.18 Cr
Bharat Electronics LtdIndustrials3.02%₹17.18 Cr
Larsen & Toubro LtdIndustrials3.06%₹17.13 Cr
Larsen & Toubro LtdIndustrials3.06%₹17.13 Cr
Larsen & Toubro LtdIndustrials2.99%₹17.03 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.95%₹16.81 Cr
RepoUnspecified2.98%₹16.67 Cr
RepoUnspecified2.98%₹16.67 Cr
Bharat Electronics LtdIndustrials2.91%₹16.28 Cr
Bharat Electronics LtdIndustrials2.91%₹16.28 Cr
Bajaj Finance LtdFinancial2.61%₹14.83 Cr
Bajaj Finance LtdFinancial2.61%₹14.83 Cr
Interglobe Aviation LtdIndustrials2.54%₹14.49 Cr
Bajaj Finance LtdFinancial2.54%₹14.21 Cr
Bajaj Finance LtdFinancial2.54%₹14.21 Cr
Zomato LtdTechnology2.54%₹14.20 Cr
Zomato LtdTechnology2.54%₹14.20 Cr
Bharat Electronics LtdIndustrials2.48%₹14.13 Cr
Zomato LtdTechnology2.44%₹13.87 Cr
Zomato LtdTechnology2.44%₹13.87 Cr
Interglobe Aviation LtdIndustrials2.45%₹13.71 Cr
Interglobe Aviation LtdIndustrials2.45%₹13.71 Cr
Cummins India LtdIndustrials2.37%₹13.51 Cr
Cummins India LtdIndustrials2.37%₹13.51 Cr
Ultratech Cement LtdMaterials2.40%₹13.42 Cr
Ultratech Cement LtdMaterials2.40%₹13.42 Cr
Tvs Motor Company LtdConsumer Discretionary2.39%₹13.38 Cr
Tvs Motor Company LtdConsumer Discretionary2.39%₹13.38 Cr
Ultratech Cement LtdMaterials2.30%₹13.11 Cr
Ultratech Cement LtdMaterials2.30%₹13.11 Cr
Ge T&d India LtdIndustrials2.28%₹13.00 Cr
Ge T&d India LtdIndustrials2.28%₹12.95 Cr
Ge T&d India LtdIndustrials2.28%₹12.95 Cr
Ujjivan Small Finance Bank LtdFinancial2.25%₹12.83 Cr
Ujjivan Small Finance Bank LtdFinancial2.25%₹12.83 Cr
Ge T&d India LtdIndustrials2.26%₹12.62 Cr
Ge T&d India LtdIndustrials2.26%₹12.62 Cr
Max Healthcare Institute LtdHealthcare2.16%₹12.31 Cr
Cummins India LtdIndustrials2.18%₹12.21 Cr
Cummins India LtdIndustrials2.18%₹12.21 Cr
Zomato LtdTechnology2.12%₹12.10 Cr
RepoUnspecified2.13%₹12.10 Cr
RepoUnspecified2.13%₹12.10 Cr
Interglobe Aviation LtdIndustrials2.11%₹12.00 Cr
Interglobe Aviation LtdIndustrials2.11%₹12.00 Cr
State Bank Of IndiaFinancial2.05%₹11.68 Cr
Max Healthcare Institute LtdHealthcare1.99%₹11.34 Cr
Max Healthcare Institute LtdHealthcare1.99%₹11.34 Cr
Tvs Motor Company LtdConsumer Discretionary1.99%₹11.31 Cr
Tvs Motor Company LtdConsumer Discretionary1.99%₹11.31 Cr
Max Healthcare Institute LtdHealthcare1.97%₹11.01 Cr
Max Healthcare Institute LtdHealthcare1.97%₹11.01 Cr
Swiggy Ltd.Technology1.96%₹10.98 Cr
Swiggy Ltd.Technology1.96%₹10.98 Cr
Tvs Motor Company LtdConsumer Discretionary1.91%₹10.90 Cr
Pvr LtdConsumer Discretionary1.88%₹10.71 Cr
Pvr LtdConsumer Discretionary1.88%₹10.71 Cr
Ultratech Cement LtdMaterials1.87%₹10.65 Cr
Swiggy Ltd.Technology1.87%₹10.65 Cr
Swiggy Ltd.Technology1.87%₹10.65 Cr
Solar Industries India LtdMaterials1.84%₹10.49 Cr
Kaynes Technology India LtdTechnology1.85%₹10.37 Cr
Kaynes Technology India LtdTechnology1.85%₹10.37 Cr
Kei Industries LtdIndustrials1.84%₹10.29 Cr
Kei Industries LtdIndustrials1.84%₹10.29 Cr
Solar Industries India LtdMaterials1.80%₹10.23 Cr
Solar Industries India LtdMaterials1.80%₹10.23 Cr
Kei Industries LtdIndustrials1.79%₹10.21 Cr
Kei Industries LtdIndustrials1.79%₹10.21 Cr
Shriram Transport Finance Company LtdFinancial1.77%₹10.06 Cr
Shriram Transport Finance Company LtdFinancial1.77%₹10.06 Cr
Kaynes Technology India LtdTechnology1.73%₹9.86 Cr
Kaynes Technology India LtdTechnology1.73%₹9.86 Cr
Solar Industries India LtdMaterials1.76%₹9.83 Cr
Solar Industries India LtdMaterials1.76%₹9.83 Cr
One 97 Communications LtdIndustrials1.72%₹9.77 Cr
One 97 Communications LtdIndustrials1.72%₹9.77 Cr
Kei Industries LtdIndustrials1.71%₹9.74 Cr
Cummins India LtdIndustrials1.70%₹9.69 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.67%₹9.53 Cr
Tata Steel LtdMaterials1.64%₹9.36 Cr
Tata Steel LtdMaterials1.64%₹9.36 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.65%₹9.24 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.65%₹9.24 Cr
Kaynes Technology India LtdTechnology1.59%₹9.08 Cr
Reliance Industries LtdEnergy & Utilities1.62%₹9.06 Cr
Reliance Industries LtdEnergy & Utilities1.62%₹9.06 Cr
Hindustan Aeronautics LtdIndustrials1.54%₹8.81 Cr
Nippon Life India Asset Management LtdFinancial1.57%₹8.81 Cr
Nippon Life India Asset Management LtdFinancial1.57%₹8.81 Cr
Ujjivan Small Finance Bank LtdFinancial1.57%₹8.80 Cr
Ujjivan Small Finance Bank LtdFinancial1.57%₹8.80 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.54%₹8.77 Cr
Dixon Technologies (india) LtdConsumer Discretionary1.54%₹8.77 Cr
Apollo Hospitals Enterprise LtdHealthcare1.51%₹8.60 Cr
Apollo Hospitals Enterprise LtdHealthcare1.51%₹8.60 Cr
Motherson Sumi Wiring India LtdIndustrials1.50%₹8.51 Cr
Motherson Sumi Wiring India LtdIndustrials1.50%₹8.51 Cr
One 97 Communications LtdIndustrials1.51%₹8.42 Cr
One 97 Communications LtdIndustrials1.51%₹8.42 Cr
Navin Fluorine International LtdMaterials1.47%₹8.37 Cr
Navin Fluorine International LtdMaterials1.47%₹8.37 Cr
Data Patterns (india) LtdIndustrials1.46%₹8.34 Cr
Data Patterns (india) LtdIndustrials1.46%₹8.34 Cr
Amber Enterprises India LtdConsumer Discretionary1.48%₹8.31 Cr
Amber Enterprises India LtdConsumer Discretionary1.48%₹8.31 Cr
Amber Enterprises India LtdConsumer Discretionary1.45%₹8.25 Cr
Amber Enterprises India LtdConsumer Discretionary1.45%₹8.25 Cr
Motherson Sumi Wiring India LtdIndustrials1.47%₹8.24 Cr
Motherson Sumi Wiring India LtdIndustrials1.47%₹8.24 Cr
Nippon Life India Asset Management LtdFinancial1.44%₹8.24 Cr
Amber Enterprises India LtdConsumer Discretionary1.43%₹8.18 Cr
Pvr LtdConsumer Discretionary1.46%₹8.15 Cr
Pvr LtdConsumer Discretionary1.46%₹8.15 Cr
Ami Organics LtdHealthcare1.41%₹8.02 Cr
Ami Organics LtdHealthcare1.41%₹8.02 Cr
Sun Pharmaceutical Industries LtdHealthcare1.33%₹7.61 Cr
Multi Commodity Exchange Of India LtdFinancial1.33%₹7.58 Cr
Multi Commodity Exchange Of India LtdFinancial1.33%₹7.58 Cr
Nippon Life India Asset Management LtdFinancial1.32%₹7.50 Cr
Nippon Life India Asset Management LtdFinancial1.32%₹7.50 Cr
Uno Minda LtdConsumer Discretionary1.32%₹7.40 Cr
Uno Minda LtdConsumer Discretionary1.32%₹7.40 Cr
Apollo Hospitals Enterprise LtdHealthcare1.28%₹7.29 Cr
Jio Financial Services LimitedFinancial1.28%₹7.28 Cr
Bajaj Finance LtdFinancial1.27%₹7.23 Cr
Apollo Hospitals Enterprise LtdHealthcare1.29%₹7.20 Cr
Apollo Hospitals Enterprise LtdHealthcare1.29%₹7.20 Cr
Netweb Technologies India Ltd.Technology1.26%₹7.15 Cr
Netweb Technologies India Ltd.Technology1.26%₹7.15 Cr
Balrampur Chini Mills LtdConsumer Staples1.25%₹7.14 Cr
Uno Minda LtdConsumer Discretionary1.24%₹7.04 Cr
Uno Minda LtdConsumer Discretionary1.24%₹7.04 Cr
Kfin Technologies LtdFinancial1.20%₹6.87 Cr
Godrej Properties LtdReal Estate1.16%₹6.63 Cr
Navin Fluorine International LtdMaterials1.15%₹6.55 Cr
Netweb Technologies India Ltd.Technology1.15%₹6.46 Cr
Netweb Technologies India Ltd.Technology1.15%₹6.46 Cr
Multi Commodity Exchange Of India LtdFinancial1.14%₹6.39 Cr
Multi Commodity Exchange Of India LtdFinancial1.14%₹6.39 Cr
Jsw Steel LtdMaterials1.13%₹6.34 Cr
Jsw Steel LtdMaterials1.13%₹6.34 Cr
Data Patterns (india) LtdIndustrials1.13%₹6.32 Cr
Data Patterns (india) LtdIndustrials1.13%₹6.32 Cr
Multi Commodity Exchange Of India LtdFinancial1.11%₹6.31 Cr
Sbi Life Insurance Company LtdFinancial1.11%₹6.30 Cr
Sbi Life Insurance Company LtdFinancial1.11%₹6.30 Cr
Ami Organics LtdHealthcare1.08%₹6.16 Cr
Reliance Industries LtdEnergy & Utilities1.08%₹6.15 Cr
Reliance Industries LtdEnergy & Utilities1.08%₹6.15 Cr
Ami Organics LtdHealthcare1.09%₹6.12 Cr
Ami Organics LtdHealthcare1.09%₹6.12 Cr
Hindustan Aeronautics LtdIndustrials1.09%₹6.09 Cr
Hindustan Aeronautics LtdIndustrials1.09%₹6.09 Cr
Navin Fluorine International LtdMaterials1.07%₹6.00 Cr
Navin Fluorine International LtdMaterials1.07%₹6.00 Cr
Pnc Infratech LtdIndustrials1.04%₹5.95 Cr
Uno Minda LtdConsumer Discretionary1.04%₹5.94 Cr
Sbi Life Insurance Company LtdFinancial1.04%₹5.93 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities1.04%₹5.92 Cr
Blue Star LtdIndustrials1.03%₹5.88 Cr
Blue Star LtdIndustrials1.03%₹5.88 Cr
Ujjivan Small Finance Bank LtdFinancial1.02%₹5.80 Cr
Mphasis LtdTechnology1.02%₹5.80 Cr
Mphasis LtdTechnology1.02%₹5.80 Cr
Sbi Life Insurance Company LtdFinancial1.03%₹5.77 Cr
Sbi Life Insurance Company LtdFinancial1.03%₹5.77 Cr
Blue Star LtdIndustrials1.02%₹5.71 Cr
Blue Star LtdIndustrials1.02%₹5.71 Cr
Cg Power & Industrial Solutions LtdIndustrials1.00%₹5.59 Cr
Cg Power & Industrial Solutions LtdIndustrials1.00%₹5.59 Cr
Pnc Infratech LtdIndustrials1.00%₹5.58 Cr
Pnc Infratech LtdIndustrials1.00%₹5.58 Cr
Upl LtdMaterials0.98%₹5.57 Cr
Cg Power & Industrial Solutions LtdIndustrials0.98%₹5.56 Cr
Cg Power & Industrial Solutions LtdIndustrials0.98%₹5.56 Cr
Icici Lombard General Insurance Company LtdFinancial0.97%₹5.55 Cr
Metro Brands LtdConsumer Discretionary0.98%₹5.49 Cr
Metro Brands LtdConsumer Discretionary0.98%₹5.49 Cr
Lupin LtdHealthcare0.95%₹5.40 Cr
Tata Steel LtdMaterials0.96%₹5.36 Cr
Tata Steel LtdMaterials0.96%₹5.36 Cr
Lupin LtdHealthcare0.96%₹5.35 Cr
Lupin LtdHealthcare0.96%₹5.35 Cr
Shriram Transport Finance Company LtdFinancial0.93%₹5.33 Cr
Upl LtdMaterials0.93%₹5.19 Cr
Upl LtdMaterials0.93%₹5.19 Cr
Sbi Cards & Payments Services LtdFinancial0.91%₹5.16 Cr
Data Patterns (india) LtdIndustrials0.90%₹5.12 Cr
Maruti Suzuki India LtdConsumer Discretionary0.89%₹5.08 Cr
Swiggy Ltd.Technology0.88%₹5.03 Cr
Cg Power & Industrial Solutions LtdIndustrials0.88%₹4.99 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.87%₹4.97 Cr
Siemens Energy India LtdEnergy & Utilities0.87%₹4.95 Cr
Hindalco Industries LtdMaterials0.86%₹4.91 Cr
Hindalco Industries LtdMaterials0.86%₹4.91 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.87%₹4.86 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.87%₹4.86 Cr
Kpr Mills LtdConsumer Discretionary0.85%₹4.84 Cr
Metro Brands LtdConsumer Discretionary0.84%₹4.81 Cr
Metro Brands LtdConsumer Discretionary0.84%₹4.81 Cr
The Indian Hotels Company LtdConsumer Discretionary0.84%₹4.78 Cr
The Indian Hotels Company LtdConsumer Discretionary0.84%₹4.78 Cr
The Indian Hotels Company LtdConsumer Discretionary0.84%₹4.77 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.82%₹4.68 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.82%₹4.68 Cr
The Indian Hotels Company LtdConsumer Discretionary0.83%₹4.64 Cr
The Indian Hotels Company LtdConsumer Discretionary0.83%₹4.64 Cr
Max Financial Services LtdFinancial0.81%₹4.61 Cr
Upl LtdMaterials0.80%₹4.58 Cr
Upl LtdMaterials0.80%₹4.58 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.79%₹4.52 Cr
Hindalco Industries LtdMaterials0.79%₹4.41 Cr
Hindalco Industries LtdMaterials0.79%₹4.41 Cr
Jk Cement LtdMaterials0.75%₹4.26 Cr
Jubilant Foodworks LtdConsumer Discretionary0.74%₹4.22 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.74%₹4.20 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.74%₹4.20 Cr
Kotak Mahindra Bank LtdFinancial0.72%₹4.12 Cr
Kotak Mahindra Bank LtdFinancial0.72%₹4.12 Cr
Jk Cement LtdMaterials0.72%₹4.03 Cr
Jk Cement LtdMaterials0.72%₹4.03 Cr
Max Financial Services LtdFinancial0.71%₹3.95 Cr
Max Financial Services LtdFinancial0.71%₹3.95 Cr
Tata Steel LtdMaterials0.65%₹3.71 Cr
Aavas Financiers LtdFinancial0.62%₹3.54 Cr
Jsw Steel LtdMaterials0.59%₹3.34 Cr
Jsw Steel LtdMaterials0.59%₹3.34 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.57%₹3.22 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.57%₹3.22 Cr
V-mart Retail LtdConsumer Discretionary0.55%₹3.14 Cr
V-mart Retail LtdConsumer Discretionary0.55%₹3.14 Cr
Gokaldas Exports LtdConsumer Discretionary0.54%₹3.09 Cr
Jindal Steel & Power LtdMaterials0.55%₹3.07 Cr
Jindal Steel & Power LtdMaterials0.55%₹3.07 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.54%₹3.02 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.54%₹3.02 Cr
Hindalco Industries LtdMaterials0.51%₹2.90 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.50%₹2.82 Cr
Garden Reach Shipbuilders & Engineers LtdIndustrials0.50%₹2.82 Cr
Divi's Laboratories LtdHealthcare0.49%₹2.79 Cr
Jindal Steel & Power LtdMaterials0.49%₹2.79 Cr
Mphasis LtdTechnology0.49%₹2.77 Cr
Mphasis LtdTechnology0.49%₹2.77 Cr
Latentview Analytics LtdTechnology0.26%₹1.45 Cr
Latentview Analytics LtdTechnology0.26%₹1.45 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.10%₹0.60 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.10%₹0.60 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.11%₹0.59 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.11%₹0.59 Cr
Government Of India 35322 364 Days Tbill 04dc25 Fv Rs 100Financial0.10%₹0.59 Cr
Anthem Biosciences Ltd.Healthcare0.04%₹0.22 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.16 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.16 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.16 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.03%₹0.16 Cr
Net PayablesUnspecified-0.39%₹-2.25 Cr
Net PayablesUnspecified-0.39%₹-2.25 Cr
Net PayablesUnspecified-0.45%₹-2.44 Cr
Net PayablesUnspecified-0.45%₹-2.44 Cr
Net PayablesUnspecified-1.03%₹-5.75 Cr
View More

Frequently Asked Questions

Union Business Cycle Fund Regular - Growth

What is the current AUM of Union Business Cycle Fund Regular - Growth?

As of Thu Jul 31, 2025, Union Business Cycle Fund Regular - Growth manages assets worth ₹570.3 crore

How has Union Business Cycle Fund Regular - Growth performed recently?

  • 3 Months: 1.52%
  • 6 Months: 15.77%

What is the long-term performance of Union Business Cycle Fund Regular - Growth?

  • Since Inception: 8.41%

What is the portfolio composition of Union Business Cycle Fund Regular - Growth?

Equity: 98.16%, Debt: 0.10%, Others: 1.74%.

Who manages Union Business Cycle Fund Regular - Growth?

Union Business Cycle Fund Regular - Growth is managed by Harshad Patwardhan from Union Mutual Fund.

What is the market-cap allocation of Union Business Cycle Fund Regular - Growth?

Large Cap: 62.80%, Mid Cap: 21.86%, Small Cap: 15.34%.

Which are the top companies Union Business Cycle Fund Regular - Growth has invested in?

  • ICICI Bank Ltd – 6.35% of the fund's portfolio
  • HDFC Bank Ltd – 6.28% of the fund's portfolio
  • ICICI Bank Ltd – 5.59% of the fund's portfolio
  • ICICI Bank Ltd – 5.59% of the fund's portfolio
  • HDFC Bank Ltd – 5.44% of the fund's portfolio

Which are the major sectors Union Business Cycle Fund Regular - Growth focuses on?

  • Financial – 124.47% of the fund's portfolio
  • Industrials – 110.04% of the fund's portfolio
  • Consumer Discretionary – 90.39% of the fund's portfolio
  • Technology – 74.62% of the fund's portfolio
  • Materials – 47.78% of the fund's portfolio
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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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