Union Business Cycle Fund
Equity
●
Thematic
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
₹10.26
Expense Ratio
2.49%
Min SIP
₹500
Fund Size
₹523Cr
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
-0.14%
Beta
1.01
Sharpe Ratio
0.001694
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-2.90)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Quantum Ethical Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- Taurus Ethical Fund
- ICICI Prudential Commodities Fund
- Kotak Special Opportunities Fund
- Bandhan Innovation Fund
- Kotak Active Momentum Fund
- SBI Innovative Opportunities Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Active Momentum Fund
- Bandhan Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Special Opportunities Fund
- Nippon India Quant Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Union Innovation & Opportunities Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- Invesco India Manufacturing Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- HDFC Defence Fund
- LIC MF Manufacturing Fund
- HDFC Manufacturing Fund
- HDFC Innovation Fund
- Axis Momentum Fund
- UTI Innovation Fund
- Tata Business Cycle Fund
- Sundaram Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- Sundaram Multi-Factor Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- Kotak Pioneer Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- SBI PSU Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Housing Opportunities Fund
- Union Active Momentum Fund
- DSP Business Cycle Fund
- Nippon India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Quant Fund
- Invesco India Business Cycle Fund
- Tata Ethical Fund
- HSBC India Export Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Bandhan Transportation and Logistics Fund
- ICICI Prudential PSU Equity Fund
- Quantum ESG Best In Class Strategy Fund
- Motilal Oswal Business Cycle Fund
- Nippon India Active Momentum 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
- WhiteOak Capital Special Opportunities Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Franklin India Opportunities Fund
- Kotak Rural Opportunities Fund
- SBI Quant Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Business Cycle Fund
- SBI Quality Fund
- ITI Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Quant Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
- Aditya Birla Sun Life Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Mahindra Manulife Manufacturing Fund
Harshad Patwardhan
Union Mutual FundTotal assets under management
₹20.14L Crores
Date of incorporation
30 Dec 2009
Union Business Cycle Fund FAQs
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 ₹522.72 Cr as on 3/23/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.17%. The risk is Very High against the category average of 56.78.
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 2.49%.