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Union Equity Savings Fund

Union Mutual FundEquity SavingsActiveAs of 2026-07-31

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Holdings

Broad portfolio

Top 10 weight

44%

Concentration

Strategy

Active

Portfolio style

Equity

71%

Asset allocation

Portfolio

34Sectors2Large positions15.2%Top: Banks0.0%Cash

Market-cap allocation

Large cap45%

Mid cap12%

Small cap11%

Asset allocation

Equity71%

Top holdings

National Bank for Agriculture and Rural Development**DEBT8.7%

HDFC Bank Ltd.EQUITY5.1%

Indian Railway Finance Corporation Ltd.**DEBT4.3%

Axis Bank Ltd.**DEBT4.2%

Max Healthcare Institute Ltd.EQUITY4.0%

Indus Towers Ltd.EQUITY3.8%

Bajaj Finance Ltd.EQUITY3.6%

91 Day Treasury BillsDEBT3.5%

Bharti Airtel Ltd.EQUITY3.4%

Net Receivable / PayableDERIVATIVE3.2%

Portfolio insights

Portfolio read

71% equity.
Large-cap exposure is 45%.
Largest equity sector is Banks at 15.2%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Equity Savings.

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Sector exposure

Showing top sectors from the current portfolio.

Banks15.2%

Telecom - Services7.2%

Healthcare Services5.6%

Pharmaceuticals & Biotechnology4.3%

Finance4.0%