Which funds are similar to Union Business Cycle Fund Direct-Growth?
Funds similar to Union Business Cycle Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and HDFC Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Union Business Cycle Fund Direct-Growth in its category?
The category rank of Union Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.
How does Union Business Cycle Fund Direct-Growth's expense ratio compare to similar funds?
Union Business Cycle Fund Direct-Growth has an expense ratio of 1.90%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 0.95% and Kotak Business Cycle Fund Direct-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Union Business Cycle Fund Direct-Growth's AUM compare to similar funds?
Union Business Cycle Fund Direct-Growth has an AUM of ₹519.97 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹16,137.5 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,302.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?
The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is Quant Business Cycle Fund Direct-Growth with a CAGR of 17.71% as of 16 Jul 2026. Union Business Cycle Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Union Business Cycle Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Union Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
