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Union Flexi Cap Fund

Union Mutual Fund Flexi Cap Fund As of 2026-06-30
Holdings
72
Well diversified
Top 10 weight
33%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation

Portfolio

33Sectors 1Large positions 22.4%Top: Banks 4.0%Cash

Market-cap allocation

Large cap54%
Mid cap16%
Small cap25%

Asset allocation

Equity96%
Cash4%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 96% equity, 4% cash.
  • 72 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 22.4% 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 Flexi Cap Fund.

WhiteOak Capital Flexi Cap Fund151 holdings · 38% top 10
Parag Parikh Flexi Cap Fund111 holdings · 54% top 10
Edelweiss Flexi Cap Fund94 holdings · 33% top 10
Nippon India Flexi Cap Fund92 holdings · 34% top 10
Flexi Cap89 holdings · 32% top 10
Mirae Asset Flexi Cap Fund88 holdings · 31% top 10

Sector exposure

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

Banks22.4%
Pharmaceuticals & Biotechnology6.6%
Finance5.1%
Automobiles4.4%
Retailing4.3%
Auto Components4.1%
Chemicals & Petrochemicals4.0%
Healthcare Services3.5%
Construction3.4%
Industrial Products3.4%
Electrical Equipment3.2%
Power3.0%
IT - Software3.0%
Transport Services2.4%
Other 19 sectors23.3%