31
Business CycleAvoid
Union BusIness Cycle
Union · Direct–Growth · rank #15 of 19 by Smart Score
Data updated
Trailing returns
1 Year
3.0%
+5.1% vs index
3 Years
—
5 Years
—
Since launch
7.9%
Year-by-year performance
2025
+2.8%-4.8% vs index
2026
+3.6%+7.2% vs index
Why this score
Union BusIness Cycle scores 31/100 — #15 of 19 Business Cycle fund (Avoid). 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 ratio1.89% · 3rd percentile in category
Fund size517.90 Cr · 13th percentile in category
Sharpe ratio0.09 · 32nd percentile in category
Sortino ratio0.12 · 29th percentile in category
Alpha0.70 · 38th percentile in category
1Y return2.98% · 58th percentile in category
Top holdings
1.ICICI Bank Ltd6.43%
2.Larsen & Toubro Ltd4.24%
3.One 97 Communications Ltd3.32%
4.Axis Bank Ltd3.05%
5.Shriram Transport Finance Company Ltd2.79%
60 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.