44640
41236
Union Business Cycle Fund - Regular Growth
2.95
-3.04
1.09
-2.02
-2.62
5.17
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/UNIMF-1_0.png
7
1.03
2.95
Union Business Cycle Fund - Regular (G)
1.03
2.95
1.04
3.5
1 Year
Union Business Cycle Fund - Regular Growth
-
NAV
11.17
15 May 2026
-
-0.45%
1 Day
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-
₹ 500
Min SIP -
₹ 1000
Min Lumpsum -
3.22%
Expense Ratio -
507 Cr
Fund Size -
2 Years
Fund Age
SIP Calculator
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₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 15 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 2.95%
- 5.17
- -2.19Alpha
- 4.50SD
- 0.96Beta
- -0.40Sharpe
- Exit Load
- 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.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,470
41236
- Fund Name
-
- Equity
- Small Cap Fund
- AUM - ₹ 1,980
-
Union Midcap Fund Growth
- 19.41
-
- Equity
- Mid Cap Fund
- AUM - ₹ 1,705
-
- Equity
- Multi Cap Fund
- AUM - ₹ 1,329
-
Union Value Fund Growth
- 16.10
-
- Equity
- Value Fund
- AUM - ₹ 373
-
- Solution Oriented
- Retirement Fund
- AUM - ₹ 196
-
- Equity
- Large & Mid Cap Fund
- AUM - ₹ 920
- Address :
- Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
-
- Contact :
- +91022-67483300
-
- Email ID :
- investorcare@unionmf.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 14.91%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
Union Business Cycle Fund - Regular Growth has delivered 5.39% since inception
The NAV of Union Business Cycle Fund - Regular Growth is ₹11.22 as of 15 May 2026
The expense ratio of Union Business Cycle Fund - Regular Growth is 3.22 % as of 15 May 2026
The AUM of Union Business Cycle Fund - Regular Growth 507.17 CR as of 15 May 2026
The minimum SIP amount of Union Business Cycle Fund - Regular Growth is 500
The top stock holdings of Union Business Cycle Fund - Regular Growth are
- ICICI Bank - 6.93%
- Axis Bank - 4.09%
- TREPS - 3.65%
- Bharat Electron - 3.12%
- Cummins India - 2.94%
The top sectors Union Business Cycle Fund - Regular Growth has invested in are
- - 0%