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Union Consumption Fund^^

Union Mutual Fund Thematic Fund As of 2026-06-30
Holdings
44
Concentrated
Top 10 weight
46%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation

Portfolio

20Sectors 3Large positions 19.6%Top: Retailing 1.5%Cash

Market-cap allocation

Large cap54%
Mid cap25%
Small cap20%

Asset allocation

Equity98%
Cash2%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 98% equity, 2% cash.
  • 44 disclosed positions across 20 classified equity sectors.
  • Largest equity sector is Retailing at 19.6% of the portfolio.

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 Thematic Fund.

HDFC Manufacturing Fund86 holdings · 33% top 10
ICICI Prudential Manufacturing Fund85 holdings · 35% top 10
Nippon India Power & Infra Fund82 holdings · 39% top 10

Sector exposure

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

Retailing19.6%
Automobiles15.1%
Consumer Durables13.2%
Beverages8.0%
Telecom - Services7.1%
Agricultural Food & other Products6.0%
Diversified FMCG3.9%
Food Products3.7%
Personal Products2.7%
Transport Services2.4%
Chemicals & Petrochemicals2.1%
Realty2.0%
Capital Markets1.9%
Power1.9%
Other 6 sectors8.8%