Union Business Cycle Fund Direct Growth
3Y Annualised
N/A
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.58%
0.00% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 7 months
8 years 4 months
9 years 7 months
Fund info
Fund size
₹511.53 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
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.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Groww Nifty Realty ETF
2nd
Mirae Asset Nifty India Internet ETF
3rd
Groww Nifty India Internet ETF
4th
Motilal Oswal Business Cycle Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Motilal Oswal Business Cycle Fund Direct Payout Inc Dist cum Cap Wdrl
456th
Union Business Cycle Fund Direct Growth
Fund Managers
About Union Business Cycle Fund Direct Growth
Union Business Cycle Fund Direct Growth is a Equity mutual fund scheme from Union Asset Management Co. Pvt. Ltd.. This fund has been in existence for 2 years, having been launched on 2024-03-05. Union Business Cycle Fund Direct Growth has ₹511.53 Cr worth of assets under management (AUM) as of Sun Jul 19 2026. The latest Net Asset Value (NAV) of Union Business Cycle Fund Direct Growth as of Mon Jul 13 2026 is ₹12.16. The fund has an expense ratio of 1.03%, which is medium comparable to most other Equity funds.
Union Business Cycle Fund Direct Growth returns for the last 1 year are 7.52%. Since launch, it has delivered 8.66% average annual returns.
The Union Business Cycle Fund Direct Growth has the majority of its money invested in Financial Services, Industrials, Basic Materials sectors.
Top 5 Holdings of Union Business Cycle Fund Direct Growth.
- ICICI Bank Ltd: 6.48%
- Bharat Heavy Electricals Ltd: 4.15%
- Axis Bank Ltd: 4.11%
- Solar Industries India Ltd: 3.54%
- Larsen & Toubro Ltd: 3.39%
AMC Information
| Name | Union Asset Management Co. Pvt. Ltd. |
|---|---|
| Founding Date | 2024-03-05 |
| investorcare@unionmf.com | |
| Phone | +91 022 67483333 |
| Website | www.unionmf.com/ |
| Address | Union Asset Management Co. Pvt. Ltd.,Unit 802, 8th Floor, Tower ‘A’,,Peninsula Business Park, Ganpatrao Kadam Marg,,Lower Parel (West) |
Tax Implications of Union Business Cycle Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
