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Union Focused Fund

Union Mutual Fund Focused Fund As of 2026-06-30
Holdings
31
Concentrated
Top 10 weight
49%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

17Sectors 2Large positions 22.9%Top: Banks 1.1%Cash

Market-cap allocation

Large cap58%
Mid cap14%
Small cap23%

Asset allocation

Equity99%
Cash1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 99% equity, 1% cash.
  • 31 disclosed positions across 17 classified equity sectors.
  • Largest equity sector is Banks at 22.9% 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 Focused Fund.

ICICI Prudential Focused Equity Fund35 holdings · 50% top 10
Aditya Birla Sun Life Focused Fund34 holdings · 44% top 10
HDFC Focused Fund33 holdings · 59% top 10
Nippon India Focused Fund33 holdings · 52% top 10
Canara Robeco Focused Fund32 holdings · 50% top 10
DSP Focused Fund32 holdings · 55% top 10

Sector exposure

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

Banks22.9%
Electrical Equipment14.7%
Chemicals & Petrochemicals8.9%
Pharmaceuticals & Biotechnology6.9%
Auto Components5.8%
Capital Markets5.7%
Agricultural Food & other Products4.6%
IT - Software4.3%
Aerospace & Defense4.2%
Healthcare Services4.0%
Finance3.1%
Telecom - Services3.0%
Retailing2.9%
Construction2.3%
Other 3 sectors5.6%