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UNION AGGRESSIVE HYBRID FUND

Union Mutual Fund Aggressive Hybrid Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
78
Well diversified
Top 10 weight
30%
Concentration
Active share
61%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

38Sectors 11High-conviction bets 16%Top sector wt. -Cash

Market-cap allocation

Large cap40%
Mid cap16%
Small cap15%

Asset allocation

Asset mix not available.

Top holdings

TREPSCASH_EQUIVALENT
6.8%
ICICI Bank Ltd.EQUITY
4.4%
HDFC Bank Ltd.EQUITY
3.8%
Power Finance Corporation Ltd.**DEBT
3.5%
National Bank for Agriculture and Rural Development**DEBT
3.5%
REC Ltd.**EQUITY
3.5%
Tata Consumer Products Ltd.EQUITY
2.3%
Reliance Industries Ltd.EQUITY
2.3%
Bharti Airtel Ltd.EQUITY
2.2%
State Bank of IndiaEQUITY
2.1%

AI Smart summary

Pros

  • Well-diversified across 78 holdings.
  • Low top-10 concentration (30%).

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Aggressive Hybrid Fund.

ICICI Prudential Equity & Debt Fund229 holdings · 59% AS
ADITYA BIRLA SUN LIFE EQUITY HYBRID '95 FUND164 holdings · 59% AS
Mirae Asset Aggressive Hybrid Fund149 holdings · 55% AS
UTI Aggressive Hybrid Fund142 holdings · 67% AS
CANARA ROBECO EQUITY HYBRID FUND128 holdings · 56% AS
Axis Aggressive Hybrid Fund123 holdings · 56% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks15.8%
CRISIL AAA13.3%
Finance5.2%
[ICRA]AAA4.9%
Telecom - Services3.9%
IT - Software3.7%
Auto Components3.6%
Power3.4%
Construction3.2%
Healthcare Services2.7%
Agricultural Food & other Products2.3%
Petroleum Products2.3%
Electrical Equipment2.0%
Consumer Durables1.9%