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UNION SMALL CAP FUND

Union Mutual Fund Small Cap Fund Active Stock Picker As of 2026-05-31
Compare Run analysis
Holdings
71
Well diversified
Top 10 weight
33%
Concentration
Active share
68%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

28Sectors 14High-conviction bets 13%Top sector wt. -Cash

Market-cap allocation

Mid cap21%
Small cap74%

Asset allocation

Asset mix not available.

Top holdings

GE Vernova T&D India Ltd.EQUITY
4.2%
Acutaas Chemicals Ltd.EQUITY
3.9%
Navin Fluorine International Ltd.EQUITY
3.6%
Karur Vysya Bank Ltd.EQUITY
3.5%
Multi Commodity Exchange of India Ltd.EQUITY
3.3%
Gabriel India Ltd.EQUITY
3.3%
Kirloskar Oil Engines Ltd.EQUITY
3.1%
S.J.S. Enterprises Ltd.EQUITY
3.1%
Hitachi Energy India Ltd.EQUITY
2.8%
Data Patterns (India) Ltd.EQUITY
2.7%

AI Smart summary

Pros

  • Well-diversified across 71 holdings.
  • Low top-10 concentration (33%).

Cons

  • Small-cap heavy (74%) - higher volatility.
  • Concentrated in Electrical Equipment - watch sector risk.

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

Peer comparison

Other funds in Small Cap Fund.

Bandhan Small Cap Fund251 holdings · 72% AS
NIPPON INDIA SMALL CAP FUND249 holdings · 63% AS
ICICI Prudential Smallcap Fund142 holdings · 82% AS
Axis Small Cap Fund136 holdings · 60% AS
UTI Small Cap Fund103 holdings · 71% AS
ADITYA BIRLA SUN LIFE SMALL CAP FUND92 holdings · 73% AS

Sector exposure

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

Electrical Equipment13.5%
Pharmaceuticals & Biotechnology10.1%
Auto Components9.8%
Capital Markets9.2%
Industrial Products8.2%
Banks7.9%
Chemicals & Petrochemicals6.7%
Healthcare Services4.5%
Aerospace & Defense3.7%
Consumer Durables3.7%
Finance3.5%
IT - Services2.1%
Beverages1.9%
Commercial Services & Supplies1.3%