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UNION FOCUSED FUND

Union Mutual Fund Focused Fund Active Stock Picker As of 2026-05-31
Holdings
30
Concentrated
Top 10 weight
49%
Concentration
Active share
68%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

18Sectors 25High-conviction bets 21%Top sector wt. -Cash

Market-cap allocation

Large cap56%
Mid cap16%
Small cap23%

Asset allocation

Asset mix not available.

Top holdings

7.8%
4.1%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Focused Fund.

ITI Focused Fund33 holdings · 68% AS
HDFC Focused Fund31 holdings · 65% AS
Mirae Asset Focused Fund31 holdings · 70% AS
EDELWEISS FOCUSED FUND31 holdings · 63% AS

Sector exposure

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

Banks21.0%
Electrical Equipment14.7%
Chemicals & Petrochemicals8.7%
Pharmaceuticals & Biotechnology8.3%
Capital Markets5.9%
Auto Components5.5%
Agricultural Food & other Products5.1%
IT - Software5.0%
Aerospace & Defense4.4%
Healthcare Services3.6%
Telecom - Services2.8%
Retailing2.7%
Finance2.7%
Construction2.4%