Union Business Cycle Fund - Direct (G) logo

Union Business Cycle Fund Direct Growth

NAV ₹11.82 as on 17 Nov 2025

RiskVery High

Fund Size₹569.17Cr

NAV₹11.82 as on 17 Nov 2025
RiskVery High
Fund Size₹569.17Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

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.

Basic Details

Age

1 years 8 months (Since Mar 05, 2024)

Return since Launch

10.31%

Expense ratio

1.37%

Type

OPEN

AUM (Fund Size)

₹569.17

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Harshad Patwardhan

Experience:

Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Scheme Holding Summary

Banks

Automobile

Infrastructure Developers & Operators

Telecom-Service

Aerospace & Defence

IT - Software

Finance

E-Commerce/App based Aggregator

Capital Goods-Non Electrical Equipment

Cement

Capital Goods - Electrical Equipment

Debt Others

Air Transport Service

Healthcare

Entertainment

Cables

Consumer Durables

Steel

Auto Ancillaries

Chemicals

Pharmaceuticals

Financial Services

IT - Hardware

Insurance

Refineries

Non Ferrous Metals

Hotels & Restaurants

Leather

Agro Chemicals

UPL Ltd

0.80%

Retail

T Bills

Preference n Warrants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#28 in India
Total AUM₹23,798.76Cr
Date of Incorporation30 Dec 2009
Union Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 05 Mar 2024. The fund currently has an Asset Under Management(AUM) of ₹23,798.76 Cr and the Latest NAV as of 17 Nov 2025 is ₹11.82.
The Union Business Cycle Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹1,000. Exit load of 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..
...Read more
Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns8.14%--10.31%
Category average8.02%6.14%3.98%-
Rank within category10011995-

FAQ’s

What kind of returns does Union Business Cycle Fund Direct Growth provide?

Union Business Cycle Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by Union Business Cycle Fund Direct Growth?

The Expense Ratio charged by Union Business Cycle Fund Direct Growth is 1.37%.

What is the AUM size of Union Business Cycle Fund Direct Growth?

The AUM size of Union Business Cycle Fund Direct Growth is ₹569.17Cr.

What is the minimum SIP amount that you can invest in Union Business Cycle Fund Direct Growth?

₹500 is the minimum SIP amount that you can invest in Union Business Cycle Fund Direct Growth .

What are the top stock holdings of Union Business Cycle Fund Direct Growth?

The top stock holdings of Union Business Cycle Fund Direct Growth include , ICICI Bank Ltd , HDFC Bank Ltd , State Bank of India and Ujjivan Small Finance Bank Ltd.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.