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Union Active Momentum Fund

Union Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
44
Concentrated
Top 10 weight
30%
Concentration
Strategy
Active
Portfolio style
Equity
96%
Asset allocation

Portfolio

17Sectors0Large positions26.7%Top: Pharmaceuticals & Biotechnology0.0%Cash

Market-cap allocation

Large cap7%
Mid cap18%
Small cap71%

Asset allocation

Equity96%

Top holdings

TREPSDERIVATIVE3.8%
R R Kabel Ltd.EQUITY2.9%
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Portfolio insights

Portfolio read

  • 96% equity.
  • Large-cap exposure is 7%.
  • Largest equity sector is Pharmaceuticals & Biotechnology at 26.7%.

Watchpoints

  • Sector concentration is elevated: Pharmaceuticals & Biotechnology represents 27%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Sectoral / Thematic.

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Sector exposure

Showing top sectors from the current portfolio.

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