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Union Innovation & Opportunities Fund

Union Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
56
Broad portfolio
Top 10 weight
32%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

23Sectors0Large positions14.2%Top: Retailing0.0%Cash

Market-cap allocation

Large cap12%
Mid cap27%
Small cap56%

Asset allocation

Equity98%

Top holdings

Eternal Ltd.EQUITY4.7%
Delhivery Ltd.EQUITY2.7%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 12%.
  • Largest equity sector is Retailing at 14.2%.

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.

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