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UNION MIDCAP FUND

Union Mutual Fund Mid Cap Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
71
Well diversified
Top 10 weight
26%
Concentration
Active share
52%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

29Sectors 14High-conviction bets 10%Top sector wt. -Cash

Market-cap allocation

Large cap12%
Mid cap66%
Small cap18%

Asset allocation

Asset mix not available.

Top holdings

The Federal Bank Ltd.EQUITY
3.9%
Max Financial Services Ltd.EQUITY
3.3%
Fortis Healthcare Ltd.EQUITY
2.7%
Nippon Life India Asset Management Ltd.EQUITY
2.7%
Indian BankEQUITY
2.4%
GE Vernova T&D India Ltd.EQUITY
2.4%
Bharat Heavy Electricals Ltd.EQUITY
2.3%
L&T Finance Ltd.EQUITY
2.3%
JSW Energy Ltd.EQUITY
2.3%
Jindal Steel Ltd.EQUITY
2.2%

AI Smart summary

Pros

  • Well-diversified across 71 holdings.
  • Low top-10 concentration (26%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Mid Cap Fund.

WhiteOak Capital Mid Cap Fund131 holdings · 60% AS
PGIM INDIA MIDCAP FUND108 holdings · 44% AS
Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)96 holdings · 54% AS
EDELWEISS MID CAP FUND91 holdings · 46% AS
ITI Mid Cap Fund89 holdings · 52% AS
UTI - Mid Cap Fund89 holdings · 53% AS

Sector exposure

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

Banks9.8%
Auto Components9.3%
Pharmaceuticals & Biotechnology8.6%
Electrical Equipment8.2%
Industrial Products7.8%
Capital Markets7.4%
Chemicals & Petrochemicals5.4%
Finance4.2%
Consumer Durables3.8%
IT - Software3.5%
Insurance3.3%
Financial Technology (Fintech)2.8%
Retailing2.8%
Healthcare Services2.7%