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UNION FLEXI CAP FUND

Union Mutual Fund Flexi Cap Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
72
Well diversified
Top 10 weight
29%
Concentration
Active share
55%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

34Sectors 9High-conviction bets 17%Top sector wt. -Cash

Market-cap allocation

Large cap52%
Mid cap16%
Small cap25%

Asset allocation

Asset mix not available.

Top holdings

ICICI Bank Ltd.EQUITY
4.4%
HDFC Bank Ltd.EQUITY
3.9%
TREPSCASH_EQUIVALENT
3.4%
Tata Consumer Products Ltd.EQUITY
2.9%
Bharti Airtel Ltd.EQUITY
2.8%
Axis Bank Ltd.EQUITY
2.7%
Reliance Industries Ltd.EQUITY
2.7%
Larsen & Toubro Ltd.EQUITY
2.7%
State Bank of IndiaEQUITY
2.6%
JSW Energy Ltd.EQUITY
2.2%

AI Smart summary

Pros

  • Well-diversified across 72 holdings.
  • Low top-10 concentration (29%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Flexi Cap Fund.

WhiteOak Capital Flexi Cap Fund155 holdings · 56% AS
JioBlackRock Flexi Cap Fund128 holdings · 55% AS
Parag Parikh Flexi Cap Fund (An open-ended dynamic equity scheme investing across large cap, mid-cap, small-cap stocks)111 holdings · 75% AS
EDELWEISS FLEXI-CAP FUND94 holdings · 48% AS
Nippon India Flexi Cap Fund91 holdings · 55% AS
Mirae Asset Flexi Cap Fund90 holdings · 51% AS

Sector exposure

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

Banks17.2%
Pharmaceuticals & Biotechnology6.1%
Finance5.1%
Power4.5%
Electrical Equipment4.2%
Auto Components3.9%
Construction3.9%
Chemicals & Petrochemicals3.7%
Automobiles3.3%
Healthcare Services3.2%
Aerospace & Defense3.2%
IT - Software3.1%
Retailing3.1%
Agricultural Food & other Products2.9%