Union Large & Mid Cap Fund
Union Mutual Fund
Large & Mid Cap Fund As of 2026-06-30
Holdings
79
Well diversified
Top 10 weight
26%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation
Portfolio
30Sectors
0Large positions
16.6%Top: Banks
2.2%Cash
Market-cap allocation
Large cap45%
Mid cap37%
Small cap15%
Asset allocation
Equity98%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 98% equity, 2% cash.
- 79 disclosed positions across 30 classified equity sectors.
- Largest equity sector is Banks at 16.6% of the portfolio.
- Top 10 positions account for 26%, 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 Large & Mid Cap Fund.
HDFC Large and Mid Cap Fund237 holdings · 20% top 10
WhiteOak Capital Large & Mid Cap Fund122 holdings · 33% top 10
ITI Large & Mid Cap Fund102 holdings · 19% top 10
Canara Robeco Large And Mid Cap Fund92 holdings · 36% top 10
Axis Large & Mid Cap Fund92 holdings · 27% top 10
Nippon India Vision Large & Mid Cap Fund90 holdings · 30% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.6%
8.5%
8.5%
5.1%
5.0%
4.7%
4.2%
3.8%
3.7%
3.3%
3.3%
2.7%
2.7%
2.5%
Other 16 sectors23.3%
2.4%
2.3%
2.0%
1.9%
1.9%
1.8%
1.8%
1.8%
1.5%
1.5%
1.3%
0.8%
0.7%
0.6%
0.5%
0.5%