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UNION BUSINESS CYCLE FUND

Union Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-05-31
Compare Run analysis
Holdings
61
Well diversified
Top 10 weight
36%
Concentration
Active share
74%
Highly Differentiated
Equity
-
Asset allocation

Portfolio

26Sectors 17High-conviction bets 19%Top sector wt. -Cash

Market-cap allocation

Large cap41%
Mid cap24%
Small cap29%

Asset allocation

Asset mix not available.

Top holdings

ICICI Bank Ltd.EQUITY
6.5%
TREPSCASH_EQUIVALENT
4.6%
Bharat Heavy Electricals Ltd.EQUITY
4.2%
Axis Bank Ltd.EQUITY
4.1%
Solar Industries India Ltd.EQUITY
3.5%
Larsen & Toubro Ltd.EQUITY
3.4%
Cummins India Ltd.EQUITY
3.3%
GE Vernova T&D India Ltd.EQUITY
3.0%
Bharat Electronics Ltd.EQUITY
2.9%
Power Mech Projects Ltd.EQUITY
2.7%

AI Smart summary

Pros

  • Well-diversified across 61 holdings.
  • Low top-10 concentration (36%).

Cons

  • Concentrated in Banks - 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.

Banks19.4%
Electrical Equipment8.1%
Construction7.3%
Aerospace & Defense6.9%
Pharmaceuticals & Biotechnology6.7%
Chemicals & Petrochemicals6.5%
Industrial Products5.3%
Ferrous Metals4.5%
Auto Components4.4%
Automobiles3.0%
Insurance2.9%
Power2.4%
Healthcare Services2.4%
Petroleum Products2.2%