Union Business Cycle Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹11.26
Expense Ratio
2.09%
Min SIP
₹500
Fund Size
₹507Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 1Y, Nil after 1Y
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.09%
Beta
1.03
Sharpe Ratio
0.021151
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.55)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential PSU Equity Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Business Cycles Fund
- Quant Business Cycle Fund
- Invesco India PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Motilal Oswal Manufacturing Fund
- Qsif Sector Rotation Long-Short Fund
- Edelweiss Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Quant Quantamental Fund
- Bandhan Transportation and Logistics Fund
- UTI Innovation Fund
- Axis Quant Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- HDFC Consumption Fund
- HDFC Manufacturing Fund
- Tata India Innovation Fund
- Mahindra Manulife Innovation Opportunities Fund
- Quant Manufacturing Fund
- Nippon India Innovation Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India Manufacturing Fund
- HDFC Housing Opportunities Fund
- Kotak Transportation & Logistics Fund
- Baroda BNP Paribas Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- Bandhan Business Cycle Fund
- HSBC India Export Opportunities Fund
- HDFC Innovation Fund
- DSP Business Cycle Fund
- Axis Innovation Fund
- Bank of India Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- HDFC Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- SBI Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Sundaram Multi-Factor Fund
- Quant Commodities Fund
- Aditya Birla Sun Life PSU Equity Fund
- ICICI Prudential Commodities Fund
- Shriram Multi Sector Rotation Fund
- Motilal Oswal Innovation Opportunities Fund
- LIC MF Manufacturing Fund
- Mahindra Manulife Manufacturing Fund
- Union Business Cycle Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Quant ESG Integration Strategy Fund
- Invesco India Business Cycle Fund
- Union Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak Rural Opportunities Fund
- SBI Innovative Opportunities Fund
- ITI Business Cycle Fund
- Franklin India Opportunities Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Active Momentum Fund
- Kotak Special Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- 360 ONE Quant Fund
- ICICI Prudential Manufacturing Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Nippon India Quant Fund
- Motilal Oswal Quant Fund
- ICICI Prudential Quant Fund
- SBI Quality Fund
- WhiteOak Capital Quality Equity Fund
- SBI PSU Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Active Momentum Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Business Cycle Fund
- Baroda BNP Paribas Manufacturing Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential Transportation and Logistics Fund
- The Wealth Company Ethical Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
Harshad Patwardhan
Union Mutual FundTotal assets under management
₹20.14L Crores
Date of incorporation
30 Dec 2009
Union Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Union Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Union Business Cycle Fund has an AUM of ₹507.17 Cr as on 5/19/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.29%. The risk is Very High against the category average of 61.36.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Union Business Cycle Fund.
Ans. The expense ratio of Union Business Cycle Fund is 0%.