Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of May 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.
Union Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 16 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.
Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within Union Mutual Fund. As of May 2026, Max Financial Services Limited is the most widely held stock, present in 13 active funds. The dominant sector exposure is Banks, followed by Electrical Equipment.
This page compares portfolio holdings month on month to surface active decisions. Between Apr 2026 and May 2026, Union Mutual Fund's active equity funds made 15 fresh stock entries and fully exited 12 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.
Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.
| # | Stock | Sector | Funds | Avg Weight | Value |
|---|---|---|---|---|---|
| 1 | Engineers India Limited Construction |
NEW | 5 funds | 0.64% | ₹24.6 Cr |
| 2 | Hindustan Petroleum Corporation Limited Petroleum Products |
NEW | 4 funds | 0.86% | ₹34.7 Cr |
| 3 | Mankind Pharma Limited Pharmaceuticals & Biotechnology |
NEW | 3 funds | 0.57% | ₹12.4 Cr |
| 4 | Grindwell Norton Limited Industrial Products |
NEW | 3 funds | 0.44% | ₹16.4 Cr |
| 5 | Apollo Hospitals Enterprise Limited Healthcare Services |
NEW | 2 funds | 1.06% | ₹10.3 Cr |
| 6 | Berger Paints (I) Limited Consumer Durables |
NEW | 2 funds | 0.84% | ₹10.4 Cr |
| 7 | Zen Technologies Limited Aerospace & Defense |
NEW | 2 funds | 0.74% | ₹14.1 Cr |
| 8 | Aegis Vopak Terminals Limited Oil |
NEW | 2 funds | 0.44% | ₹7.7 Cr |
| 9 | ABB India Limited Electrical Equipment |
NEW | 1 fund | 1.15% | ₹10.7 Cr |
| 10 | Welspun Corp Limited Industrial Products |
NEW | 1 fund | 0.84% | ₹17.6 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | KEC International Limited Construction |
EXITED | 5 funds | 0.39% | ₹26.5 Cr |
| 2 | Indus Towers Limited Telecom - Services |
EXITED | 2 funds | 2.02% | ₹7.6 Cr |
| 3 | Godrej Consumer Products Limited Personal Products |
EXITED | 2 funds | 1.12% | ₹6.1 Cr |
| 4 | DCB Bank Limited Banks |
EXITED | 1 fund | 1.86% | ₹8.2 Cr |
| 5 | Muthoot Finance Limited Finance |
EXITED | 1 fund | 1.75% | ₹3.4 Cr |
| 6 | Prime Focus Limited Entertainment |
EXITED | 1 fund | 1.13% | ₹5.0 Cr |
| 7 | DLF Limited Realty |
EXITED | 1 fund | 1.02% | ₹1.5 Cr |
| 8 | Supreme Industries Limited Industrial Products |
EXITED | 1 fund | 0.84% | ₹14.3 Cr |
| 9 | Jubilant Foodworks Limited Leisure Services |
EXITED | 1 fund | 0.53% | ₹1.7 Cr |
| 10 | Atul Limited Chemicals & Petrochemicals |
EXITED | 1 fund | 0.52% | ₹1.0 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | GE Power India Limited Electrical Equipment |
Electrical Equipment | 1 | 0.37% | 2.94% | +2.57% | ₹13.9 Cr |
| 2 | Bliss GVS Pharma Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 1 | 0.77% | 3.11% | +2.34% | ₹14.8 Cr |
| 3 | Adani Energy Solutions Limited Power |
Power | 1 | 0.82% | 2.63% | +1.81% | ₹12.5 Cr |
| 4 | Laurus Labs Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 1 | 0.87% | 2.60% | +1.73% | ₹12.3 Cr |
| 5 | Steel Authority of India Limited Ferrous Metals |
Ferrous Metals | 1 | 0.87% | 2.59% | +1.72% | ₹12.3 Cr |
| 6 | Adani Power Limited Power |
Power | 1 | 0.88% | 2.54% | +1.66% | ₹12.1 Cr |
| 7 | Aeroflex Industries Ltd. Industrial Products |
Industrial Products | 1 | 0.80% | 2.26% | +1.46% | ₹10.7 Cr |
| 8 | Sterlite Technologies Limited Telecom - Equipment & Accessories |
Telecom - Equipment & Accessories | 1 | 0.89% | 2.31% | +1.42% | ₹11.0 Cr |
| 9 | Graphite India Limited Industrial Products |
Industrial Products | 1 | 0.84% | 2.23% | +1.39% | ₹10.6 Cr |
| 10 | Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 1 | 0.88% | 2.26% | +1.38% | ₹10.7 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Britannia Industries Limited Food Products |
Food Products | 1 | 3.34% | 0.70% | -2.64% | ₹2.2 Cr |
| 2 | MTAR Technologies Limited Aerospace & Defense |
Aerospace & Defense | 2 | 4.93% | 2.37% | -2.56% | ₹40.3 Cr |
| 3 | Varun Beverages Limited Beverages |
Beverages | 5 | 3.00% | 1.29% | -1.71% | ₹45.3 Cr |
| 4 | Bandhan Bank Limited Banks |
Banks | 1 | 1.97% | 0.71% | -1.26% | ₹3.6 Cr |
| 5 | National Aluminium Company Limited Non - Ferrous Metals |
Non - Ferrous Metals | 1 | 3.04% | 2.18% | -0.86% | ₹10.4 Cr |
| 6 | Avanti Feeds Limited Food Products |
Food Products | 1 | 2.86% | 2.08% | -0.78% | ₹9.8 Cr |
| 7 | Info Edge (India) Limited Retailing |
Retailing | 2 | 2.09% | 1.40% | -0.69% | ₹27.1 Cr |
| 8 | APL Apollo Tubes Limited Industrial Products |
Industrial Products | 2 | 1.96% | 1.30% | -0.66% | ₹35.8 Cr |
| 9 | CreditAccess Grameen Limited Finance |
Finance | 3 | 1.18% | 0.52% | -0.66% | ₹21.3 Cr |
| 10 | Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles |
Agricultural, Commercial & Construction Vehicles | 1 | 1.64% | 1.00% | -0.64% | ₹17.8 Cr |
Average sector allocation across all active funds. Index/ETF excluded.
Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.
Search any stock to see which Union Mutual Fund active funds hold it.
Union Mutual Fund manages 16 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.
You can search any stock in the search box above to see which Union Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.
The Monthly Portfolio Changes section on this page shows stocks that Union Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.
SEBI requires all AMCs including Union Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.