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Union Focused Fund

Union Mutual Fund Focused Fund As of 2026-07-31
Holdings
32
Concentrated
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

16Sectors 1Large positions 23.7%Top: Banks 0.0%Cash

Market-cap allocation

Large cap60%
Mid cap12%
Small cap23%

Asset allocation

Equity99%

Top holdings

9.2%
4.2%
4.0%

AI Smart summary

Portfolio read

  • 99% equity.
  • 32 disclosed positions across 16 classified equity sectors.
  • Largest equity sector is Banks at 23.7% of the portfolio.
  • Large-cap exposure is 60%.

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.

Mahindra Manulife Focused Fund33 holdings · 52% top 10 · 69% AS
HDFC Focused Fund33 holdings · 55% top 10 · 65% AS
Mirae Asset Focused Fund33 holdings · 57% top 10 · 70% AS
ICICI Prudential Focused Equity Fund33 holdings · 50% top 10 · 66% AS
Canara Robeco Focused Fund33 holdings · 51% top 10 · 57% AS
Edelweiss Focused Fund32 holdings · 50% top 10

Sector exposure

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

Banks23.7%
Other 2 sectors3.7%