Union Business Cycle Fund
Union Mutual Fund
Sectoral / Thematic As of 2026-06-30
Holdings
63
Well diversified
Top 10 weight
40%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
24Sectors
1Large positions
26.2%Top: Banks
2.6%Cash
Market-cap allocation
Large cap48%
Mid cap19%
Small cap30%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 63 disclosed positions across 24 classified equity sectors.
- Largest equity sector is Banks at 26.2% of the portfolio.
- Top 10 positions account for 40%, indicating relatively distributed position weights.
Watchpoints
- Sector concentration is elevated: Banks represents 26%.
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
UTI - MNC Fund62 holdings · 44% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
26.2%
8.6%
6.8%
5.6%
5.5%
5.1%
4.6%
4.5%
4.4%
3.7%
3.0%
2.8%
2.6%
2.2%
Other 10 sectors11.8%
2.1%
1.7%
1.6%
1.6%
1.3%
1.0%
0.8%
0.7%
0.7%
0.4%