Union ELSS Tax Saver Fund
Union Mutual Fund
ELSS - Tax Saver Fund As of 2026-06-30
Holdings
78
Well diversified
Top 10 weight
32%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation
Portfolio
33Sectors
2Large positions
21.7%Top: Banks
2.0%Cash
Market-cap allocation
Large cap54%
Mid cap19%
Small cap23%
Asset allocation
Equity98%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 98% equity, 2% cash.
- 78 disclosed positions across 33 classified equity sectors.
- Largest equity sector is Banks at 21.7% of the portfolio.
- Top 10 positions account for 32%, 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 ELSS - Tax Saver Fund.
WhiteOak Capital ELSS Tax Saver Fund137 holdings · 36% top 10
Edelweiss ELSS Tax Saver Fund95 holdings · 32% top 10
Tax Saver94 holdings · 36% top 10
Edelweiss ELSS Tax Saver Fund94 holdings · 32% top 10
ICICI Prudential ELSS Tax Saver Fund93 holdings · 54% top 10
SBI ELSS Tax Saver FUND78 holdings · 42% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
21.7%
6.2%
5.4%
5.1%
4.7%
4.3%
4.0%
3.8%
3.5%
3.4%
3.3%
3.1%
3.1%
2.8%
Other 19 sectors23.5%
2.7%
2.4%
1.9%
1.8%
1.6%
1.4%
1.4%
1.2%
1.2%
1.1%
1.0%
1.0%
0.9%
0.8%
0.7%
0.7%
0.7%
0.5%
0.5%