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Fund Overview of Union Business Cycle Fund Regular-idcw
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₹511.5 CrAUM
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₹11.60NAV
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3.08%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Union Business Cycle Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.74% | NA | NA |
| 6 Months | 3.29% | NA | NA |
| 1 Year | 5.55% | 5.55% | NA |
| 2 Years | 3.56% | 1.76% | NA |
Compare Union Business Cycle Fund Regular-idcw with other mutual funds in the same category
Union Business Cycle Fund Regular-idcw
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
95.79%debt instruments
0.10%other assets or cash equivalents
4.11%Launched on 05 Mar 2024, the fund aims Capital appreciation over long term. Investment predominantly in equity & equity related instruments of business cycle-based theme. It manages assets worth ₹511.5 crore as on Sun May 31, 2026. The expense ratio stands at 3.08%. Fund Manager Manager Education Fund Manager Manager EducationAbout Union Business Cycle Fund Regular-idcw
The portfolio allocation consists of 95.79% in equities, 0.10% in debt instruments, 4.11% in other assets or cash equivalents.Managed by Harshad Patwardhan, it has delivered a return of 5.55% in the last year, a total return since inception of 6.71%.
As exploring wealth creation strategies individuals generally look at best sip plans based on investment horizon.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Union Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Union Business Cycle Fund Regular-growth
|
₹512 | 3.85% | 9.74% | 3.29% | 5.55% | - |
|
Union Business Cycle Fund Direct-growth
|
₹512 | 3.91% | 10.04% | 3.82% | 6.79% | - |
|
Union Business Cycle Fund Direct-idcw
|
₹512 | 3.91% | 10.04% | 3.82% | 6.79% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 6.48% | ₹33.15 Cr |
| Repo | Unspecified | 4.58% | ₹23.44 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 4.15% | ₹21.22 Cr |
| Axis Bank Ltd | Financial | 4.11% | ₹21.02 Cr |
| Solar Industries India Ltd | Materials | 3.54% | ₹18.13 Cr |
| Larsen & Toubro Ltd | Industrials | 3.39% | ₹17.32 Cr |
| Cummins India Ltd | Industrials | 3.25% | ₹16.63 Cr |
| Ge T&d India Ltd | Industrials | 2.95% | ₹15.09 Cr |
| Bharat Electronics Ltd | Industrials | 2.94% | ₹15.05 Cr |
| Power Mech Projects Ltd | Industrials | 2.73% | ₹13.95 Cr |
| Tata Steel Ltd | Materials | 2.69% | ₹13.76 Cr |
| Jsw Energy Ltd | Energy & Utilities | 2.44% | ₹12.48 Cr |
| Data Patterns (india) Ltd | Industrials | 2.40% | ₹12.29 Cr |
| Hdfc Bank Ltd | Financial | 2.39% | ₹12.21 Cr |
| Ami Organics Ltd | Healthcare | 2.30% | ₹11.79 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.24% | ₹11.48 Cr |
| Max Financial Services Ltd | Financial | 2.14% | ₹10.97 Cr |
| Navin Fluorine International Ltd | Materials | 2.02% | ₹10.31 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.98% | ₹10.15 Cr |
| Ujjivan Small Finance Bank Ltd | Financial | 1.93% | ₹9.88 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Union Business Cycle Fund Regular-idcw
What is the current AUM of Union Business Cycle Fund Regular-idcw?
As of Sun May 31, 2026, Union Business Cycle Fund Regular-idcw manages assets worth ₹511.5 crore
How has Union Business Cycle Fund Regular-idcw performed recently?
- 3 Months: 9.74%
- 6 Months: 3.29%
What is the long-term performance of Union Business Cycle Fund Regular-idcw?
- Since Inception: 6.71%
What is the portfolio composition of Union Business Cycle Fund Regular-idcw?
Equity: 95.79%, Debt: 0.10%, Others: 4.11%.
Who manages Union Business Cycle Fund Regular-idcw?
Union Business Cycle Fund Regular-idcw is managed by Harshad Patwardhan from Union Mutual Fund.
What is the market-cap allocation of Union Business Cycle Fund Regular-idcw?
Large Cap: 43.17%, Mid Cap: 26.28%, Small Cap: 30.55%.
Which are the top companies Union Business Cycle Fund Regular-idcw has invested in?
- ICICI Bank Ltd – 6.48% of the fund's portfolio
- Repo – 4.58% of the fund's portfolio
- Bharat Heavy Electricals Ltd – 4.15% of the fund's portfolio
- Axis Bank Ltd – 4.11% of the fund's portfolio
- Solar Industries India Ltd – 3.54% of the fund's portfolio
Which are the major sectors Union Business Cycle Fund Regular-idcw focuses on?
- Industrials – 21.81% of the fund's portfolio
- Financial – 17.05% of the fund's portfolio
- Materials – 8.25% of the fund's portfolio
- Energy & Utilities – 4.68% of the fund's portfolio
- Unspecified – 4.58% of the fund's portfolio
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