Union Retirement Fund
Union Mutual Fund
Solution Oriented Scheme As of 2026-06-30
Holdings
82
Well diversified
Top 10 weight
29%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation
Portfolio
33Sectors
2Large positions
18.2%Top: Banks
1.2%Cash
Market-cap allocation
Large cap53%
Mid cap16%
Small cap27%
Asset allocation
Equity99%
Cash1%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 99% equity, 1% cash.
- 82 disclosed positions across 33 classified equity sectors.
- Largest equity sector is Banks at 18.2% of the portfolio.
- Top 10 positions account for 29%, 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 Fund131 holdings · 34% top 10
UTI Retirement Fund128 holdings · 39% top 10
Axis Children’s Fund112 holdings · 39% top 10
HDFC Children's Fund107 holdings · 40% top 10
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan100 holdings · 27% top 10
ICICI Prudential Retirement Fund - Pure Equity Plan98 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.2%
6.6%
5.4%
5.3%
5.2%
5.2%
5.2%
5.1%
4.9%
4.2%
3.3%
3.1%
2.7%
2.5%
Other 19 sectors22.2%
2.1%
2.0%
1.9%
1.9%
1.5%
1.5%
1.3%
1.3%
1.2%
1.0%
1.0%
0.9%
0.8%
0.8%
0.7%
0.6%
0.5%
0.5%
0.4%