Union Multi Asset Allocation Fund
Union Mutual Fund
Multi Asset Allocation As of 2026-06-30
Holdings
87
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
70%
Asset allocation
Portfolio
34Sectors
2Large positions
16.1%Top: Banks
7.3%Cash
Market-cap allocation
Large cap42%
Mid cap10%
Small cap16%
Asset allocation
Equity70%
Debt9%
Cash7%
Gold12%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 70% equity, 9% debt, 7% cash, 12% gold, 2% silver.
- 87 disclosed positions across 34 classified equity sectors.
- Largest equity sector is Banks at 16.1% of the portfolio.
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 Multi Asset Allocation.
ICICI Prudential Multi-Asset Fund256 holdings · 38% top 10
WhiteOak Capital Multi Asset Allocation Fund184 holdings · 35% top 10
Nippon India Multi Asset Allocation Fund167 holdings · 33% top 10
UTI Multi Asset Allocation Fund132 holdings · 37% top 10
HDFC Multi-Asset Allocation Fund124 holdings · 42% top 10
Sbi Multi Asset Allocation Fund122 holdings · 28% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.1%
3.8%
3.5%
2.9%
2.9%
2.7%
2.5%
2.4%
2.3%
2.3%
2.3%
2.3%
2.2%
2.2%
Other 20 sectors19.3%
2.1%
2.0%
1.8%
1.7%
1.4%
1.3%
0.9%
0.9%
0.9%
0.8%
0.8%
0.8%
0.7%
0.6%
0.6%
0.6%
0.5%
0.4%
0.2%
0.2%