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Union Small Cap Fund

Union Mutual Fund Small Cap Fund As of 2026-07-31
Holdings
83
Well diversified
Top 10 weight
30%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation

Portfolio

30Sectors 0Large positions 10.0%Top: Electrical Equipment 0.0%Cash

Market-cap allocation

Large cap2%
Mid cap17%
Small cap76%

Asset allocation

Equity98%

Top holdings

AI Smart summary

Portfolio read

  • 98% equity.
  • 83 disclosed positions across 30 classified equity sectors.
  • Largest equity sector is Electrical Equipment at 10.0% of the portfolio.
  • Top 10 positions account for 30%, indicating relatively distributed position weights.

Watchpoints

  • Small-cap exposure is 76%, which may increase volatility and liquidity risk.

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

Peer comparison

Other funds in Small Cap Fund.

ICICI Prudential Smallcap Fund136 holdings · 21% top 10 · 82% AS
Axis Small Cap Fund134 holdings · 22% top 10 · 60% AS
quant Small Cap Fund128 holdings · 45% top 10
UTI Small Cap Fund109 holdings · 23% top 10
BANK OF INDIA Small Cap Fund98 holdings · 25% top 10 · 82% AS
Bajaj Finserv Small Cap Fund96 holdings · 28% top 10 · 78% AS

Sector exposure

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

Banks9.5%
Other 16 sectors15.5%