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Union Midcap Fund

Union Mutual FundMid Cap FundActiveAs of 2026-07-31
Holdings
77
Broad portfolio
Top 10 weight
24%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

26Sectors0Large positions11.2%Top: Auto Components0.0%Cash

Market-cap allocation

Large cap9%
Mid cap68%
Small cap20%

Asset allocation

Equity98%

Top holdings

Coforge Ltd.EQUITY2.0%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 9%.
  • Largest equity sector is Auto Components at 11.2%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Mid Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks9.6%
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