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Union Retirement Fund

Union Mutual Fund Solution Oriented Scheme As of 2026-07-31
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Holdings
84
Well diversified
Top 10 weight
28%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

33Sectors 1Large positions 18.3%Top: Banks 0.0%Cash

Market-cap allocation

Large cap52%
Mid cap16%
Small cap28%

Asset allocation

Equity99%

Top holdings

ICICI Bank Ltd.EQUITY
6.2%
HDFC Bank Ltd.EQUITY
5.0%
Solar Industries India Ltd.EQUITY
2.3%
Multi Commodity Exchange of India Ltd.EQUITY
2.3%
Reliance Industries Ltd.EQUITY
2.3%
S.J.S. Enterprises Ltd.EQUITY
2.1%
Eternal Ltd.EQUITY
2.0%
State Bank of IndiaEQUITY
2.0%
Tata Consumer Products Ltd.EQUITY
1.9%
NTPC Ltd.EQUITY
1.9%

AI Smart summary

Portfolio read

  • 99% equity.
  • 84 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 18.3% of the portfolio.
  • Top 10 positions account for 28%, 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 Solution Oriented Scheme.

UTI Children's Hybrid Fund135 holdings · 35% top 10
UTI Retirement Fund126 holdings · 39% top 10
Union Children's Fund72 holdings · 28% top 10
UTI Children's Equity Fund72 holdings · 47% top 10
SBI Retirement Benefit Fund - Conservative Hybrid Plan71 holdings · 56% top 10
SBI Retirement Benefit Fund - Conservative Plan68 holdings · 73% top 10

Sector exposure

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

Banks18.3%
Capital Markets6.0%
Auto Components5.6%
Electrical Equipment5.6%
Chemicals & Petrochemicals5.3%
Consumer Durables5.2%
Pharmaceuticals & Biotechnology4.9%
IT - Software4.8%
Retailing4.5%
Industrial Products4.3%
Automobiles3.9%
Finance3.1%
Construction2.4%
Petroleum Products2.3%
Other 19 sectors23.0%