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Union Multi Asset Allocation Fund

Union Mutual FundMulti Asset AllocationActiveAs of 2026-07-31

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Holdings

Broad portfolio

Top 10 weight

42%

Concentration

Strategy

Active

Portfolio style

Equity

69%

Asset allocation

Portfolio

33Sectors2Large positions16.9%Top: Banks0.0%Cash

Market-cap allocation

Large cap40%

Mid cap10%

Small cap16%

Asset allocation

Equity69%

Top holdings

Union Gold ETFGOLD11.1%

TREPSDERIVATIVE6.0%

ICICI Bank Ltd.EQUITY4.6%

HDFC Bank Ltd.EQUITY4.4%

Bharti Airtel Ltd.EQUITY2.9%

Reliance Industries Ltd.EQUITY2.7%

Power Finance Corporation Ltd.**DEBT2.5%

National Bank for Agriculture and Rural Development**DEBT2.5%

State Bank of IndiaEQUITY2.5%

Axis Bank Ltd.EQUITY2.5%

Portfolio insights

Portfolio read

69% equity.
Large-cap exposure is 40%.
Largest equity sector is Banks at 16.9%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Multi Asset Allocation.

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Sector exposure

Showing top sectors from the current portfolio.

Banks16.9%

Retailing3.6%

Pharmaceuticals & Biotechnology3.5%

Construction3.2%

Auto Components3.2%