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Union Business Cycle Fund

Union Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
63
Broad portfolio
Top 10 weight
37%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation

Portfolio

24Sectors1Large positions24.4%Top: Banks0.0%Cash

Market-cap allocation

Large cap45%
Mid cap20%
Small cap31%

Asset allocation

Equity97%

Top holdings

ICICI Bank Ltd.EQUITY9.0%
HDFC Bank Ltd.EQUITY4.1%
TREPSDERIVATIVE3.6%
Axis Bank Ltd.EQUITY3.2%
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Portfolio insights

Portfolio read

  • 97% equity.
  • Large-cap exposure is 45%.
  • Largest equity sector is Banks at 24.4%.

Watchpoints

  • Review concentration alongside the fund mandate.

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.

Banks24.4%
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