Fundalysisby DARKHORSESTOCKS

Scheme

Union Business Cycle Fund

Holds 59 companies worth ₹496 Cr in Aug 2026.

  • Fund house

    UnionThe fund house that runs this scheme.

  • AUM

    ₹485 CrUnion Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.3% on Aug 2026, ₹518 Cr.

  • Largest holding

    ICICI BankICICI Bank is 6.4% of this scheme's NAV.

  • Fund manager

    Harshad PatwardhanRuns its co-manager part since 1 Nov 2024, as the fund house dates it. With Pratik Dharmshi (co-manager).

AUM(Mar 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026485−6.3%
Aug 2026518+1.6%
Jul 2026510−1.9%
Jun 2026520+1.5%
May 2026512+1.0%
Apr 2026507+11.2%
Mar 2026456−12.7%
Feb 2026523+0.6%
Jan 2026520−3.2%
Dec 2025537−3.0%
Nov 2025554−2.7%
Oct 2025569+1.7%
AUM at month end, Sept 2026
₹485 Cr
−14.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20261.64%+0.03 pt
Jun 20261.61%+0.04 pt
Mar 20261.57%+0.06 pt
Dec 20251.52%+0.06 pt
Direct plans' share of AUM, Sept 2026
1.64%
+0.13 pt since Dec 2025
Fig. 2.Union Business Cycle Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.07%−5.16%––−4.51%
3 months *
−3.09%−3.36%––−3.15%
6 months *
+4.88%+4.28%––+4.22%
1 year
−0.09%−1.23%−5.06%+4.97 pt+0.43%
Since launch
+5.88%+4.50%+3.76%+2.12 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.