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Mutual FundsUnion Business Cycle Fund Direct - Growth

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Union Business Cycle Fund Direct - Growth

EquitySectoral / Thematic

1 Year Returns

18.69%profit

NAV (₹) on 04 Mar 2026

11.2900

1 Day NAV Change (₹)

-0.2700
Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs

About Fund

Union Business Cycle Fund Direct - Growth is a Equity mutual fund scheme launched on 05 Mar 2024. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹1,000.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.64 L

18.69%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 64,350 (10.73%)

Maturity Value

₹ 6,64,350

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns Comparison

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*The above returns are absolute.

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

Start SIP
Historical NAV
10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
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Asset Allocation

AUM

₹519.33 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

Sorry, No Data Available at this Moment!

Fund Comparison

Fund Details

52W High NAV

₹ 11.8900

Min. SIP Amount

₹ 500.00

Min. Lumpsum Amount

₹ 1,000.00

AUM (in Cr.)

₹ 519.33

Expense Ratio

1.55%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 9.8400

Inception Date

05 Mar 2024

Fund Age

2 Yrs

Benchmark

Nifty 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • 1% If Units Are Redeemed/switched Out On Or Before Completion Of 1 Year From The Date Of Allotment.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Harshad Patwardhan

Name

Harshad Patwardhan

Qualification

B.Tech(IIT), MBA(IIM) and CFA.B.Tech (IIT), MBA (IIM) and CFA.

Pratik Dharmshi

Name

Pratik Dharmshi

Qualification

Bachelors in Commerce from University of Mumbai and Chartered Accountant from ICAI,

Fund Objective

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

Union Mutual Fund

Funds Managed

30

Assets Managed (₹ Cr)

₹ 27,169.59

Contact Details

telephone 022-67483300

Registered Address

locate

Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059

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FAQs

Union Business Cycle Fund was launched on 05 Mar 2024.
The current NAV of Union Business Cycle Fund is ₹11.2900 as of 04 Mar 2026.
The latest value of AUM of Union Business Cycle Fund is ₹519.33 crores as of 04 Mar 2026.
The return on investment of Union Business Cycle Fund is:
  • In the past 1Y: 18.69%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of Union Business Cycle Fund is 1.55%.
The exit load of Union Business Cycle Fund is as follows:
1% If Units Are Redeemed/switched Out On Or Before Completion Of 1 Year From The Date Of Allotment.|nil
The portfolio of Union Business Cycle Fund includes:
No Data

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Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Union Business Cycle Fund is Very High.
The fund manager of Union Business Cycle Fund is Harshad Patwardhan, Pratik Dharmshi.
If you wish to invest in Union Business Cycle Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹1,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Union Business Cycle Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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Union Business Cycle Fund

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