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UNION LARGE & MIDCAP FUND

Union Mutual Fund Large & Mid Cap Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
77
Well diversified
Top 10 weight
25%
Concentration
Active share
53%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

31Sectors 11High-conviction bets 16%Top sector wt. -Cash

Market-cap allocation

Large cap44%
Mid cap38%
Small cap14%

Asset allocation

Asset mix not available.

Top holdings

HDFC Bank Ltd.EQUITY
3.2%
ICICI Bank Ltd.EQUITY
3.1%
Reliance Industries Ltd.EQUITY
2.7%
Shriram Finance Ltd.EQUITY
2.6%
Bharti Airtel Ltd.EQUITY
2.5%
Max Financial Services Ltd.EQUITY
2.5%
The Federal Bank Ltd.EQUITY
2.3%
Maruti Suzuki India Ltd.EQUITY
2.1%
CG Power and Industrial Solutions Ltd.EQUITY
2.1%
JSW Energy Ltd.EQUITY
2.1%

AI Smart summary

Pros

  • Well-diversified across 77 holdings.
  • Low top-10 concentration (25%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Large & Mid Cap Fund.

HDFC Large and Mid Cap Fund237 holdings · 43% AS
Bandhan Large & Mid Cap Fund128 holdings · 56% AS
WhiteOak Capital Large & Mid Cap Fund123 holdings · 55% AS
Axis Large & Mid Cap Fund105 holdings · 50% AS
ITI Large & Mid Cap Fund97 holdings · 56% AS
Nippon India Vision Large & Mid Cap Fund96 holdings · 53% AS

Sector exposure

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

Banks15.9%
Pharmaceuticals & Biotechnology8.7%
Electrical Equipment7.5%
Industrial Products5.1%
Capital Markets5.0%
Chemicals & Petrochemicals5.0%
Auto Components4.9%
Finance4.7%
Petroleum Products3.5%
IT - Software3.3%
Consumer Durables3.0%
Agricultural Food & other Products2.9%
Ferrous Metals2.7%
Insurance2.5%