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Union Aggressive Hybrid Fund

Union Mutual Fund Aggressive Hybrid Fund As of 2026-07-31
Holdings
81
Well diversified
Top 10 weight
33%
Concentration
Strategy data
N/A
Not reported
Equity
87%
Asset allocation

Portfolio

33Sectors 1Large positions 17.7%Top: Banks 0.0%Cash

Market-cap allocation

Large cap44%
Mid cap14%
Small cap17%

Asset allocation

Equity87%
Debt7%

Top holdings

5.9%
4.6%
TREPSDERIVATIVE
4.0%
3.3%
2.3%

AI Smart summary

Portfolio read

  • 87% equity, 7% debt.
  • 81 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 17.7% 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 Fund249 holdings · 37% top 10 · 59% AS
Mirae Asset Aggressive Hybrid Fund148 holdings · 32% top 10 · 55% AS
HDFC Hybrid Equity Fund137 holdings · 36% top 10 · 65% AS
Canara Robeco Equity Hybrid Fund135 holdings · 30% top 10 · 56% AS
UTI Aggressive Hybrid Fund134 holdings · 34% top 10

Sector exposure

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

Banks17.7%
Other 19 sectors20.9%