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UNION SHORT DURATION FUND

Union Mutual Fund As of 2026-05-31
Compare Run analysis
Holdings
13
Concentrated
Top 10 weight
81%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

7Sectors 12High-conviction bets 39%Top sector wt. -Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Asset mix not available.

Top holdings

Indian Oil Corporation Ltd.**DEBT
9.0%
Jio Credit Ltd.**DEBT
9.0%
GOI 6.36% 2031DEBT
9.0%
REC Ltd.**EQUITY
8.9%
Power Finance Corporation Ltd.**DEBT
8.9%
ICICI Bank Ltd.**[ICRA]A1+
8.6%
National Bank for Agriculture and Rural DevelopmentDEBT
7.2%
Bank of Baroda**IND A1+
6.9%
Canara Bank**DEBT
6.9%
HDFC Bank Ltd.**DEBT
6.9%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 13-stock portfolio - higher single-stock impact.
  • High top-10 concentration (81%).
  • Concentrated in CRISIL AAA - 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.

CRISIL AAA38.6%
CRISIL A1+18.1%
Sovereign9.0%
[ICRA]AAA8.9%
[ICRA]A1+8.6%
IND A1+6.9%
Alternative Investment Fund1.4%