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Union Focused Fund

Union Mutual FundFocused FundActiveAs of 2026-07-31
Holdings
32
Concentrated
Top 10 weight
48%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

16Sectors1Large positions23.7%Top: Banks0.0%Cash

Market-cap allocation

Large cap60%
Mid cap12%
Small cap23%

Asset allocation

Equity99%

Top holdings

ICICI Bank Ltd.EQUITY9.2%
HDFC Bank Ltd.EQUITY4.2%
Eternal Ltd.EQUITY4.0%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 60%.
  • Largest equity sector is Banks at 23.7%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Focused Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks23.7%
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