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
₹10.89
Expense Ratio
2.58%
Min SIP
₹500
Fund Size
₹456Cr
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
-0.15%
Beta
1.01
Sharpe Ratio
-0.050964
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(6.24)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Nippon India Innovation Fund
- ICICI Prudential Active Momentum Fund
- SBI Equity Minimum Variance Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Tata Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Quant Fund
- Axis Business Cycles Fund
- HSBC Business Cycles Fund
- Union Active Momentum Fund
- LIC MF Manufacturing Fund
- Kotak Rural Opportunities Fund
- Aditya Birla Sun Life Special Opportunities Fund
- HDFC Manufacturing Fund
- ICICI Prudential Conglomerate Fund
- SBI PSU Fund
- SBI Innovative Opportunities Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- Bandhan Innovation Fund
- UTI-Transportation and Logistics Fund
- Baroda BNP Paribas Manufacturing Fund
- WhiteOak Capital Quality Equity Fund
- Aditya Birla Sun Life Conglomerate Fund
- The Wealth Company Ethical Fund
- Axis Innovation Fund
- HSBC India Export Opportunities Fund
- Bandhan Transportation and Logistics Fund
- DSP Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Bank of India Business Cycle Fund
- Invesco India Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- Axis Momentum Fund
- Taurus Ethical Fund
- Quant Business Cycle Fund
- Sundaram Business Cycle Fund
- Nippon India Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- Quant Quantamental Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Franklin India Opportunities Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Quant Fund
- HDFC Business Cycle Fund
- Tata India Innovation Fund
- Kotak Pioneer Fund
- Quantum ESG Best In Class Strategy Fund
- Mahindra Manulife Innovation Opportunities Fund
- SBI Quality Fund
- ITI Business Cycle Fund
- Axis Quant Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Quant ESG Integration Strategy Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Defence Fund
- Union Innovation & Opportunities Fund
- HDFC Innovation Fund
- Motilal Oswal Manufacturing Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Motilal Oswal Quant Fund
- Bandhan Business Cycle Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Kotak Special Opportunities Fund
- Kotak Active Momentum Fund
- SBI Quant Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Active Momentum Fund
- WhiteOak Capital Special Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Quantum Ethical 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
- ICICI Prudential Manufacturing Fund
- Nippon India Quant Fund
- Tata Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- UTI Innovation 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
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics 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 ₹456.30 Cr as on 4/10/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.75%. The risk is Very High against the category average of 63.25.
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 2.58%.