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UNION EQUITY SAVINGS FUND

Union Mutual Fund Equity Savings Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
79
Well diversified
Top 10 weight
42%
Concentration
Active share
64%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

36Sectors 13High-conviction bets 18%Top sector wt. -Cash

Market-cap allocation

Large cap37%
Mid cap17%
Small cap12%

Asset allocation

Asset mix not available.

Top holdings

Power Finance Corporation Ltd.**DEBT
7.0%
National Bank for Agriculture and Rural Development**DEBT
7.0%
TREPSCASH_EQUIVALENT
6.2%
Patanjali Foods Ltd.EQUITY
5.2%
Reliance Industries Ltd.EQUITY
3.6%
Indus Towers Ltd.EQUITY
3.5%
Indian Railway Finance Corporation Ltd.**DEBT
3.5%
Net Receivable / PayableCASH_EQUIVALENT
3.4%
Bajaj Finance Ltd.EQUITY
3.3%
HDFC Bank Ltd.EQUITY
3.2%

AI Smart summary

Pros

  • Well-diversified across 79 holdings.

Cons

  • Concentrated in CRISIL AAA - watch sector risk.

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

Peer comparison

Other funds in Equity Savings.

Kotak Equity Savings Fund166 holdings · 65% AS
Mirae Asset Equity Savings Fund160 holdings · 51% AS
WhiteOak Capital Equity Savings Fund136 holdings · 59% AS
EDELWEISS EQUITY SAVINGS FUND134 holdings · 57% AS
ICICI Prudential Equity Savings Fund116 holdings · 56% AS
HDFC Equity Savings Fund116 holdings · 55% AS

Sector exposure

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

CRISIL AAA17.5%
Banks13.4%
Agricultural Food & other Products6.4%
Telecom - Services5.5%
Sovereign5.0%
Finance4.5%
Power3.9%
Petroleum Products3.6%
Construction2.8%
Pharmaceuticals & Biotechnology2.6%
Electrical Equipment2.5%
Insurance2.4%
Cement & Cement Products2.1%
IT - Software2.0%