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Union Business Cycle Fund - Regular (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 18, 2026
₹11.10
1 day change
Returns since inception
5.51%
CAGR
AUM (Fund size)
₹507 Cr
NAV: ₹ 11.10
as on May 18, 2026
Union Business Cycle Fund - Regular (IDCW)

Union Business Cycle Fund - Regular (IDCW) Overview

AUM (Fund size) ₹ 507 Cr
Expense ratio 3.22 %
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.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹1,000
Age 2 yrs 3 m since Feb 13, 2024
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
16.76%
Pharmaceuticals & Biotech
7.86%
Aerospace & Defense
5.95%
Finance
5.73%
Insurance
5.29%

Top Holdings

ICICI Bank 4.57%
Reliance Industr 4.17%
TREPS 3.62%
SBI 3.28%
Axis Bank 3.25%
Bharat Electron 3.22%
Bharti Airtel 3.11%
UltraTech Cem. 3.05%
Shriram Finance 2.85%
SBI Life Insuran 2.81%

Scheme Information

Union Business Cycle Fund - Regular (IDCW) was launched on 13/02/2024. The fund manages ₹507 Cr in assets. Its current expense ratio is 3.22%.

Fund Manager: Harshad Patwardhan

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FAQs on Union Business Cycle Fund - Regular (IDCW)

The current expense ratio of Union Business Cycle Fund - Regular (IDCW) is 3.22%.

The AUM of Union Business Cycle Fund - Regular (IDCW) is ₹507 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Union Business Cycle Fund - Regular (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹11.10.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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