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Union Midcap Fund

Union Mutual Fund Mid Cap Fund As of 2026-07-31
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Holdings
77
Well diversified
Top 10 weight
24%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation

Portfolio

26Sectors 0Large positions 11.2%Top: Auto Components 0.0%Cash

Market-cap allocation

Large cap9%
Mid cap68%
Small cap20%

Asset allocation

Equity98%

Top holdings

The Federal Bank Ltd.EQUITY
3.7%
Max Financial Services Ltd.EQUITY
2.9%
Fortis Healthcare Ltd.EQUITY
2.7%
One 97 Communications Ltd.EQUITY
2.5%
Nippon Life India Asset Management Ltd.EQUITY
2.5%
IPCA Laboratories Ltd.EQUITY
2.2%
Bharat Heavy Electricals Ltd.EQUITY
2.1%
The Phoenix Mills Ltd.EQUITY
2.0%
Coforge Ltd.EQUITY
2.0%
Ajanta Pharma Ltd.EQUITY
1.9%

AI Smart summary

Portfolio read

  • 98% equity.
  • 77 disclosed positions across 26 classified equity sectors.
  • Largest equity sector is Auto Components at 11.2% of the portfolio.
  • Top 10 positions account for 24%, 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 Mid Cap Fund.

Nippon India Growth Mid Cap Fund103 holdings · 25% top 10 · 54% AS
Edelweiss Mid Cap Fund97 holdings · 24% top 10
Axis Midcap Fund90 holdings · 28% top 10 · 43% AS
UTI Mid Cap Fund84 holdings · 23% top 10
HDFC Mid Cap Fund81 holdings · 37% top 10 · 64% AS
Sundaram Mid Cap Fund78 holdings · 25% top 10

Sector exposure

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

Auto Components11.2%
Banks9.6%
Pharmaceuticals & Biotechnology7.4%
Electrical Equipment6.6%
Industrial Products6.3%
Capital Markets6.0%
Consumer Durables5.9%
Chemicals & Petrochemicals5.8%
Finance5.2%
IT - Software4.9%
Retailing3.8%
Realty3.7%
Financial Technology (Fintech)3.4%
Insurance2.9%
Other 12 sectors15.5%