Union Large & Mid Cap Fund
Holdings
79
Well diversified
Top 10 weight
25%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation
Portfolio
30Sectors
1Large positions
16.0%Top: Banks
0.0%Cash
Market-cap allocation
Large cap44%
Mid cap36%
Small cap17%
Asset allocation
Equity99%
Top holdings
ICICI Bank Ltd.EQUITY
5.2%HDFC Bank Ltd.EQUITY
3.3%Bharti Airtel Ltd.EQUITY
2.6%The Federal Bank Ltd.EQUITY
2.4%2.1%
Shriram Finance Ltd.EQUITY
2.1%2.0%
Maruti Suzuki India Ltd.EQUITY
1.9%Fortis Healthcare Ltd.EQUITY
1.9%1.9%
JSW Energy Ltd.EQUITY
1.8%1.8%
State Bank of IndiaEQUITY
1.8%1.8%
JSW Infrastructure Ltd.EQUITY
1.8%TREPSDERIVATIVE
1.7%Ajanta Pharma Ltd.EQUITY
1.7%The Phoenix Mills Ltd.EQUITY
1.7%Eternal Ltd.EQUITY
1.7%INDO-MIM Ltd.EQUITY
1.6%Reliance Industries Ltd.EQUITY
1.6%UNO Minda Ltd.EQUITY
1.6%Mphasis Ltd.EQUITY
1.5%Axis Bank Ltd.EQUITY
1.5%1.5%
1.5%
Jindal Steel Ltd.EQUITY
1.4%Larsen & Toubro Ltd.EQUITY
1.4%Marico Ltd.EQUITY
1.4%1.4%
Divi's Laboratories Ltd.EQUITY
1.4%1.3%
ABB India Ltd.EQUITY
1.3%1.3%
1.3%
1.3%
Sai Life Sciences Ltd.EQUITY
1.3%Coforge Ltd.EQUITY
1.3%1.2%
Interglobe Aviation Ltd.EQUITY
1.2%APL Apollo Tubes Ltd.EQUITY
1.1%Cummins India Ltd.EQUITY
1.1%Gabriel India Ltd.EQUITY
1.1%1.1%
Blue Star Ltd.EQUITY
1.1%Aether Industries Ltd.EQUITY
1.1%Apar Industries Ltd.EQUITY
1.1%KEI Industries Ltd.EQUITY
1.0%Acutaas Chemicals Ltd.EQUITY
1.0%1.0%
0.99%
0.97%
Aarti Industries Ltd.EQUITY
0.95%AIA Engineering Ltd.EQUITY
0.94%Bajaj Finance Ltd.EQUITY
0.91%Grindwell Norton Ltd.EQUITY
0.87%Varun Beverages Ltd.EQUITY
0.81%BSE Ltd.EQUITY
0.79%Lupin Ltd.EQUITY
0.76%Schaeffler India Ltd.EQUITY
0.73%LTM Ltd.EQUITY
0.71%Delhivery Ltd.EQUITY
0.69%0.67%
0.66%
Persistent Systems Ltd.EQUITY
0.65%Infosys Ltd.EQUITY
0.58%Bharat Electronics Ltd.EQUITY
0.55%JK Cement Ltd.EQUITY
0.52%Cipla Ltd.EQUITY
0.51%Tata Motors Ltd.EQUITY
0.51%TVS Motor Company Ltd.EQUITY
0.44%0.38%
0.27%
0.03%
0.02%
Net Receivable / PayableDERIVATIVE
-0.6%AI Smart summary
Portfolio read
- 99% equity.
- 79 disclosed positions across 30 classified equity sectors.
- Largest equity sector is Banks at 16.0% of the portfolio.
- Top 10 positions account for 25%, 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 Fund241 holdings · 20% top 10 · 43% AS
WhiteOak Capital Large & Mid Cap Fund129 holdings · 32% top 10
ICICI Prudential Large & Mid Cap Fund127 holdings · 30% top 10 · 74% AS
Axis Large & Mid Cap Fund105 holdings · 26% top 10 · 50% AS
Canara Robeco Large And Mid Cap Fund95 holdings · 37% top 10 · 62% AS
Edelweiss Large & Mid Cap Fund92 holdings · 23% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.0%
8.8%
6.7%
6.0%
5.6%
5.3%
5.1%
4.7%
4.4%
3.2%
3.1%
2.7%
2.6%
2.4%
Other 16 sectors22.5%
2.3%
2.1%
1.9%
1.9%
1.8%
1.8%
1.8%
1.6%
1.6%
1.4%
1.4%
0.8%
0.6%
0.5%
0.5%
0.3%