Union Innovation & Opportunities Fund
Union Mutual Fund
Sectoral / Thematic As of 2026-06-30
Holdings
55
Well diversified
Top 10 weight
34%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
22Sectors
0Large positions
12.0%Top: Retailing
3.0%Cash
Market-cap allocation
Large cap13%
Mid cap28%
Small cap54%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 55 disclosed positions across 22 classified equity sectors.
- Largest equity sector is Retailing at 12.0% of the portfolio.
- Top 10 positions account for 34%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 54%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
UTI Quant Fund89 holdings · 36% top 10
Sundaram Multi-Factor Fund77 holdings · 28% top 10
Aditya Birla Sun Life Consumption Fund69 holdings · 38% top 10
UTI Infrastructure Fund66 holdings · 56% top 10
Edelweiss Business Cycle Fund64 holdings · 31% top 10
Union Business Cycle Fund63 holdings · 40% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.0%
10.2%
7.8%
7.7%
6.0%
5.4%
5.2%
4.5%
4.3%
3.8%
3.5%
3.3%
2.9%
2.8%
Other 8 sectors17.7%
2.7%
2.7%
2.6%
2.5%
2.3%
2.1%
1.8%
0.9%