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    Scheme Snapshot

    • Search Scheme 
      Union Business Cycle Fund
      Fund Union Mutual Fund
      Category Equity - Large Cap
      Type Open Ended
      NAV(06/11/2026) 11.8200
      Percentage Returns
      1 Month Ago 3.5%
      3 Months Ago -0.92%
      1 Year Ago 4.14%
    Snapshot
    Inception Date 2/13/2024 Fund Manager Mr. Pratik Dharmshi
    Initial Price 10.00 Min. Invest. Rs.1000
    Objectives The Investment Objective of the Scheme is to generate long-term capital ppreciation 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.
    Entry Load Nil
    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.
    Trailing Returns
      1 Mth 3 Mths 1 Yr 3 Yrs
    Scheme3.5-0.924.140
    Category2.81-1.514.7723.06
    Sensex13.143.19-2.667.62
    Nifty12.391.69-1.988.72
    NAV Chart
    Other Options
    Options NAV
    Growth11.8200 (06/11/2026)
    IDCW11.8200 (06/11/2026)
    Asset Allocation
    Holding DateValue (Rs. Cr.)
    30/09/2026485.08
    31/08/2026517.90
    31/07/2026509.93
    30/06/2026519.97
    31/05/2026511.53
    Mutual Fund
    Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East),, Mumbai, Maharashtra, India - 400059
    Email : investorcare@unionmf.com
    Web : https://www.unionmf.com
    Registrar
    Computer Age Management Services (P) Ltd.

    Shriram Financial Services Private Limited (Formerly known as Way2Wealth Brokers Pvt. Ltd.) - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

    Copyrights @ 2014 © Shriram Financial Services Pvt. Ltd. (Formerly known as Way2Wealth Brokers Pvt. Ltd.) All rights reserved

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