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Union Midcap Fund

Union Mutual Fund Mid Cap Fund As of 2026-06-30
Holdings
75
Well diversified
Top 10 weight
26%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

25Sectors 0Large positions 10.4%Top: Banks 1.3%Cash

Market-cap allocation

Large cap12%
Mid cap67%
Small cap18%

Asset allocation

Equity99%
Cash1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 99% equity, 1% cash.
  • 75 disclosed positions across 25 classified equity sectors.
  • Largest equity sector is Banks at 10.4% 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 Mid Cap Fund.

LARGE & MIDCAP112 holdings · 31% top 10
Pgim India Midcap Fund112 holdings · 25% top 10
Edelweiss Mid Cap Fund93 holdings · 24% top 10
UTI Mid Cap Fund93 holdings · 22% top 10
Edelweiss Mid Cap Fund92 holdings · 24% top 10

Sector exposure

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

Banks10.4%
Auto Components10.2%
Electrical Equipment9.4%
Pharmaceuticals & Biotechnology7.8%
Industrial Products7.5%
Capital Markets6.7%
Chemicals & Petrochemicals5.7%
Consumer Durables5.2%
Finance4.8%
IT - Software3.6%
Realty3.5%
Insurance3.1%
Financial Technology (Fintech)3.0%
Healthcare Services2.7%
Other 11 sectors15.1%