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Union Largecap Fund

Union Mutual Fund Large Cap Fund As of 2026-06-30
Holdings
56
Well diversified
Top 10 weight
46%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

27Sectors 3Large positions 26.4%Top: Banks 1.1%Cash

Market-cap allocation

Large cap87%
Mid cap8%
Small cap1%

Asset allocation

Equity99%
Cash1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 99% equity, 1% cash.
  • 56 disclosed positions across 27 classified equity sectors.
  • Largest equity sector is Banks at 26.4% of the portfolio.
  • Large-cap exposure is 87%.

Watchpoints

  • Sector concentration is elevated: Banks represents 26%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Large Cap Fund.

Parag Parikh Large Cap Fund106 holdings · 43% top 10
ICICI Prudential Large Cap Fund95 holdings · 49% top 10
Aditya Birla Sun Life Large Cap Fund79 holdings · 45% top 10
Edelweiss Large Cap Fund79 holdings · 42% top 10
Aditya Birla Sun Life Large Cap Fund75 holdings · 45% top 10
WhiteOak Capital Large Cap Fund70 holdings · 51% top 10

Sector exposure

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

Banks26.4%
Petroleum Products5.5%
Automobiles5.4%
Electrical Equipment5.1%
Finance5.1%
IT - Software5.0%
Telecom - Services4.1%
Pharmaceuticals & Biotechnology4.0%
Chemicals & Petrochemicals4.0%
Construction3.9%
Retailing3.4%
Consumer Durables2.9%
Power2.9%
Agricultural Food & other Products2.7%
Other 13 sectors18.3%