Union Active Momentum Fund
Union Mutual Fund
Sectoral / Thematic As of 2026-06-30
Holdings
41
Concentrated
Top 10 weight
30%
Concentration
Strategy data
N/A
Not reported
Equity
95%
Asset allocation
Portfolio
15Sectors
1Large positions
19.9%Top: Pharmaceuticals & Biotechnology
5.4%Cash
Market-cap allocation
Large cap11%
Mid cap24%
Small cap59%
Asset allocation
Equity95%
Cash5%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 95% equity, 5% cash.
- 41 disclosed positions across 15 classified equity sectors.
- Largest equity sector is Pharmaceuticals & Biotechnology at 19.9% of the portfolio.
- Top 10 positions account for 30%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 59%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
UTI Quant Fund89 holdings · 36% top 10
Sundaram Multi-Factor Fund77 holdings · 28% top 10
Aditya Birla Sun Life Consumption Fund69 holdings · 38% top 10
UTI Infrastructure Fund66 holdings · 56% top 10
Edelweiss Business Cycle Fund64 holdings · 31% top 10
Union Business Cycle Fund63 holdings · 40% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.9%
14.5%
10.6%
10.0%
7.0%
6.8%
5.1%
3.9%
2.9%
2.6%
2.6%
2.5%
2.1%
2.1%
Other 1 sectors1.9%
1.9%