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UNION FIXED MATURITY PLAN (FMP)- SERIES 13 (1114 DAYS )

Union Mutual Fund As of 2026-03-31
Holdings
2
Concentrated
Top 10 weight
66%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

1Sectors 2High-conviction bets 66%Top sector wt. -Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Asset mix not available.

Top holdings

TREPSCASH_EQUIVALENT
32.6%
1.9%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 2-stock portfolio - higher single-stock impact.
  • High top-10 concentration (66%).
  • Concentrated in Sovereign - 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.

Sovereign65.5%