UNION ACTIVE MOMENTUM FUND
Union Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
42
Concentrated
Top 10 weight
28%
Concentration
Active share
90%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
19Sectors
35High-conviction bets
16%Top sector wt.
-Cash
Market-cap allocation
Large cap10%
Mid cap29%
Small cap55%
Asset allocation
Asset mix not available.
Top holdings
TREPSCASH_EQUIVALENT
4.4%MTAR technologies Ltd.EQUITY
3.6%Bliss GVS Pharma Ltd.EQUITY
3.1%GE Power India Ltd.EQUITY
2.9%2.7%
2.6%
Laurus Labs Ltd.EQUITY
2.6%2.6%
Bajaj Consumer Care Ltd.EQUITY
2.6%Cummins India Ltd.EQUITY
2.6%TD Power Systems Ltd.EQUITY
2.6%2.5%
Adani Power Ltd.EQUITY
2.5%2.5%
2.5%
2.5%
BSE Ltd.EQUITY
2.5%Sansera Engineering Ltd.EQUITY
2.5%Hindalco Industries Ltd.EQUITY
2.5%Sai Life Sciences Ltd.EQUITY
2.5%2.4%
2.3%
2.3%
2.3%
Jindal Steel Ltd.EQUITY
2.3%Aeroflex Industries Ltd.EQUITY
2.3%2.3%
AnandRathi Wealth Ltd.EQUITY
2.2%Graphite India Ltd.EQUITY
2.2%Bank of MaharashtraEQUITY
2.2%Apar Industries Ltd.EQUITY
2.2%2.2%
2.2%
Avanti Feeds Ltd.EQUITY
2.1%Granules India Ltd.EQUITY
2.0%1.8%
Gallantt Ispat Ltd.EQUITY
1.8%Vardhman Textiles Ltd.EQUITY
1.8%1.6%
1.6%
KSB Ltd.EQUITY
1.2%0.1%
Net Receivable / PayableCASH_EQUIVALENT
-0.4%AI Smart summary
Pros
- Low top-10 concentration (28%).
Cons
- Small-cap heavy (55%) - higher volatility.
- Concentrated in Electrical Equipment - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.4%
14.3%
12.5%
11.4%
5.2%
4.9%
4.6%
4.4%
2.6%
2.5%
2.5%
2.4%
2.3%
2.3%