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UNION CHILDREN'S FUND

Union Mutual Fund As of 2026-05-31
Holdings
63
Well diversified
Top 10 weight
27%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

30Sectors 10High-conviction bets 19%Top sector wt. -Cash

Market-cap allocation

Large cap32%
Mid cap30%
Small cap31%

Asset allocation

Asset mix not available.

Top holdings

TREPSCASH_EQUIVALENT
5.9%
3.8%
3.3%
3.2%
2.3%

AI Smart summary

Pros

  • Well-diversified across 63 holdings.
  • Low top-10 concentration (27%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

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

Banks19.3%
Electrical Equipment7.0%
Auto Components6.9%
Pharmaceuticals & Biotechnology6.4%
Consumer Durables5.5%
Chemicals & Petrochemicals5.3%
Industrial Products4.0%
Finance3.6%
IT - Software3.4%
Petroleum Products3.4%
Telecom - Services2.7%
Textiles & Apparels2.4%
Power2.3%
Automobiles2.1%