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Union Value Fund

Union Mutual FundValue FundActiveAs of 2026-07-31
Holdings
69
Broad portfolio
Top 10 weight
35%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

30Sectors1Large positions22.1%Top: Banks0.0%Cash

Market-cap allocation

Large cap54%
Mid cap16%
Small cap27%

Asset allocation

Equity99%

Top holdings

ICICI Bank Ltd.EQUITY6.7%
HDFC Bank Ltd.EQUITY4.8%
NTPC Ltd.EQUITY3.1%
Axis Bank Ltd.EQUITY2.6%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 54%.
  • Largest equity sector is Banks at 22.1%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Value Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks22.1%
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