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Union Aggressive Hybrid Fund

Union Mutual Fund Aggressive Hybrid Fund As of 2026-06-30
Holdings
82
Well diversified
Top 10 weight
33%
Concentration
Strategy data
N/A
Not reported
Equity
87%
Asset allocation

Portfolio

33Sectors 2Large positions 19.5%Top: Banks 3.7%Cash

Market-cap allocation

Large cap44%
Mid cap16%
Small cap15%

Asset allocation

Equity87%
Debt9%
Cash4%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 87% equity, 9% debt, 4% cash.
  • 82 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 19.5% of the portfolio.
  • Top 10 positions account for 33%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

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

Peer comparison

Other funds in Aggressive Hybrid Fund.

ICICI Prudential Equity & Debt Fund244 holdings · 37% top 10
UTI Aggressive Hybrid Fund141 holdings · 31% top 10
HDFC Hybrid Equity Fund136 holdings · 36% top 10
Canara Robeco Equity Hybrid Fund130 holdings · 32% top 10

Sector exposure

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

Banks19.5%
CRISIL AAA5.5%
[ICRA]AAA4.8%
Finance4.7%
Pharmaceuticals & Biotechnology4.0%
Construction3.8%
Auto Components3.7%
Automobiles3.3%
Telecom - Services3.1%
Retailing2.9%
Capital Markets2.9%
Healthcare Services2.7%
Chemicals & Petrochemicals2.5%
IT - Software2.5%
Other 19 sectors21.6%