33
Business CycleAvoid
Union BusIness Cycle
Union · Direct–Growth · rank #16 of 19 by Smart Score
Data updated
Trailing returns
1 Year
8.3%
+5.2% vs index
3 Years
—
5 Years
—
Since launch
8.4%
Year-by-year performance
2025
+2.8%-4.8% vs index
2026
+4.6%+6.7% vs index
Why this score
Union BusIness Cycle scores 33/100 — #16 of 19 Business Cycle fund (Avoid). It stands out for 1y return — beating 69% of peers on 1y return. 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 ratio1.90% · 3rd percentile in category
Fund size509.93 Cr · 13th percentile in category
Sharpe ratio0.13 · 32nd percentile in category
Sortino ratio0.17 · 32nd percentile in category
1Y return8.25% · 69th percentile in category
Alpha0.43 · 38th percentile in category
Top holdings
1.ICICI Bank Ltd8.97%
2.Larsen & Toubro Ltd4.2%
3.HDFC Bank Ltd4.12%
4.Axis Bank Ltd3.19%
5.State Bank of India3.05%
60 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.