Union Business Cycle Fund Regular Growth
3Y Annualised
N/A
-0.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.20%
-0.34% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
10 years 2 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹509.93 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal S&P BSE Low Volatility ETF
2nd
Samco Active Momentum Fund Direct Growth
3rd
Samco Active Momentum Fund Regular Growth
4th
Motilal Oswal Nifty 200 Momentum 30 ETF
5th
Edelweiss Recently Listed IPO Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
335th
Union Business Cycle Fund Regular Growth
Fund Managers
About Union Business Cycle Fund Regular Growth
Union Business Cycle Fund Regular Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 2 years, having been launched on 2024-03-05. Union Business Cycle Fund Regular Growth has ₹509.93 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Union Business Cycle Fund Regular Growth as of Wed Sep 02 2026 is ₹11.81. The fund has an expense ratio of 2.09%, which is medium comparable to most other Equity funds.
Union Business Cycle Fund Regular Growth returns for the last 1 year are 7.07%. Since launch, it has delivered 6.90% average annual returns.
The Union Business Cycle Fund Regular Growth has the majority of its money invested in Financial Services, Industrials, Technology, Consumer Cyclical, Energy sectors.
Top 5 Holdings of Union Business Cycle Fund Regular Growth.
- ICICI Bank Ltd: 8.97%
- Larsen & Toubro Ltd: 4.20%
- HDFC Bank Ltd: 4.12%
- Axis Bank Ltd: 3.19%
- State Bank of India: 3.05%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2024-03-05 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Business Cycle Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
