
Union Business Cycle Fund - Regular Plan - Growth Option
Equity
Thematic - Business Cycles
Union Business Cycle Fund Returns
NAV: ₹11.34
As of 2026-10-16
1.83%
1yr
3yr
5yr
All
Union Business Cycle Fund Return Calculator
Select Investment Type
Monthly SIP
Lumpsum
Daily SIP
Union Business Cycle Fund Overview
About Union Business Cycle Fund - Regular Plan - Growth Option
The Union Business Cycle Fund - Regular Plan - Growth Option , a Thematic - Business Cycles multi-cap fund Open Ended Mutual Funds from Union Asset Management Company Pvt. Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Union Business Cycle Fund - Regular Plan - Growth Option - Performance
The Union Business Cycle Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of 1.83. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹517.9 Cr. and the latest NAV declared is 11.34 as on 2026-10-16.
Union Business Cycle Fund - Regular Plan - Growth Option - Investment Strategy
The Union Business Cycle Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Union Business Cycle Fund - Regular Plan - Growth Option - Fees and Expenses
The Union Business Cycle Fund - Regular Plan - Growth Option has an expense ratio of 2.09 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
Union Business Cycle Fund - Regular Plan - Growth Option - SIP Planning
The Union Business Cycle Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Union Business Cycle Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Thematic - Business Cycles provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Thematic - Business Cycles Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
... Read More
Lock-in Period
Nil
Min SIP
500
Min Lumpsum
₹1,000
Fund Size(Cr)
₹518
Expense Ratio
2.09%
Exit Load
1%
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.
Union Business Cycle Fund Holdings
Union Business Cycle Fund Riskometer


Union Business Cycle Fund AMC Details
Fund House
Union Asset Management Company Pvt. Ltd.
Fund Manager
Anindya Sarkar
Launch Date
05-Mar-24
Email
Address
Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059
Website
SID
Union Business Cycle Fund FAQs
How can I invest in the Union Business Cycle Fund ?
What are the historical returns of the Union Business Cycle Fund ?
What is the Net Asset Value (NAV) of Union Business Cycle Fund currently?
Is Union Business Cycle Fund a good investment option for me?
What are the expense ratios associated with Union Business Cycle Fund ?
Can I invest in both SIP and Lump Sum plans for Union Business Cycle Fund ?
How can I redeem my investments in the Union Business Cycle Fund ?
What is the current Asset Under Management (AUM) for Union Business Cycle Fund ?
How can I invest in the Union Business Cycle Fund through SIPs of INR 1000 per month?
Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
Monthly SIP
Lumpsum
Daily SIP
