UNION DIVERSIFIED EQUITY ALL CAP ACTIVE FOF
Union Mutual Fund
As of 2026-05-31
Holdings
5
Concentrated
Top 10 weight
98%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
1Sectors
5High-conviction bets
98%Top sector wt.
-Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Asset mix not available.
Top holdings
Union Multicap Fund - Direct Plan - GrowMUTUAL_FUND
55.6%Union Small Cap Fund - GrowthMUTUAL_FUND
16.0%Union Midcap Fund - Direct Plan - GrowthMUTUAL_FUND
12.3%Union Large & Midcap Fund - Direct PlanMUTUAL_FUND
9.8%Union Largecap Fund - Direct PlanMutual Fund
4.7%TREPSCASH_EQUIVALENT
2.1%Net Receivable / PayableCASH_EQUIVALENT
-0.4%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Compact 5-stock portfolio - higher single-stock impact.
- High top-10 concentration (98%).
- Concentrated in Mutual Fund - 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.
98.3%