34
Business CycleAvoid
Union BusIness Cycle
Union · Direct–Growth · rank #15 of 19 by Smart Score
Data updated
Trailing returns
1 Year
0.0%
+4.7% vs index
3 Years
—
5 Years
—
Since launch
6.5%
Year-by-year performance
2025
+2.8%-4.8% vs index
2026
+0.7%+6.7% vs index
Why this score
Union BusIness Cycle scores 34/100 — #15 of 19 Business Cycle fund (Avoid). It stands out for volatility — beating 74% of peers on volatility. The main drag is its expense ratio (better than only 3% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
Expense ratio1.86% · 3rd percentile in category
Fund size485.08 Cr · 13th percentile in category
Volatility15.37 · 74th percentile in category
Sharpe ratio0.00 · 32nd percentile in category
Alpha0.52 · 26th percentile in category
Sortino ratio0.00 · 32nd percentile in category
Top holdings
1.ICICI Bank Ltd6.34%
2.Larsen & Toubro Ltd3.62%
3.Axis Bank Ltd3.38%
4.HDFC Bank Ltd2.94%
5.One 97 Communications Ltd2.58%
61 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.