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UNION ELSS TAX SAVER FUND

Union Mutual Fund ELSS - Tax Saver Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
75
Well diversified
Top 10 weight
31%
Concentration
Active share
53%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

34Sectors 11High-conviction bets 21%Top sector wt. -Cash

Market-cap allocation

Large cap54%
Mid cap18%
Small cap23%

Asset allocation

Asset mix not available.

Top holdings

HDFC Bank Ltd.EQUITY
5.1%
ICICI Bank Ltd.EQUITY
5.0%
Reliance Industries Ltd.EQUITY
3.7%
Bharti Airtel Ltd.EQUITY
3.2%
Gabriel India Ltd.EQUITY
2.8%
Axis Bank Ltd.EQUITY
2.5%
Kotak Mahindra Bank Ltd.EQUITY
2.4%
State Bank of IndiaEQUITY
2.4%
Shriram Finance Ltd.EQUITY
2.3%
Larsen & Toubro Ltd.EQUITY
2.2%

AI Smart summary

Pros

  • Well-diversified across 75 holdings.
  • Low top-10 concentration (31%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in ELSS - Tax Saver Fund.

WhiteOak Capital ELSS Tax Saver Fund141 holdings · 55% AS
PGIM INDIA ELSS TAX SAVER FUND95 holdings · 54% AS
EDELWEISS ELSS TAX SAVER FUND94 holdings · 53% AS
ICICI Prudential ELSS Tax Saver Fund91 holdings · 59% AS
SBI ELSS Tax Saver Fund77 holdings · 63% AS
Shriram ELSS Tax Saver Fund75 holdings · 54% AS

Sector exposure

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

Banks21.4%
Pharmaceuticals & Biotechnology6.5%
Auto Components5.5%
Chemicals & Petrochemicals5.2%
Electrical Equipment5.0%
Petroleum Products4.5%
IT - Software4.0%
Finance3.6%
Ferrous Metals3.4%
Power3.3%
Consumer Durables3.2%
Telecom - Services3.2%
Industrial Products2.9%
Construction2.9%