Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Sep 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: 15 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 Sep 2026, Gabriel India Limited is the most widely held stock, present in 12 active funds. The dominant sector exposure is Banks, followed by Pharmaceuticals & Biotechnology.
This page compares portfolio holdings month on month to surface active decisions. Between Aug 2026 and Sep 2026, Union Mutual Fund's active equity funds made 12 fresh stock entries and fully exited 2 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 | HDFC Life Insurance Company Limited Insurance |
NEW | 8 funds | 0.77% | ₹66.8 Cr |
| 2 | National Stock Exchange of India Ltd. Capital Markets |
NEW | 6 funds | 0.79% | ₹58.0 Cr |
| 3 | Zydus Lifesciences Limited Pharmaceuticals & Biotechnology |
NEW | 5 funds | 0.79% | ₹45.3 Cr |
| 4 | Cyient Limited IT - Services |
NEW | 3 funds | 0.51% | ₹23.7 Cr |
| 5 | Patanjali Foods Limited Agricultural Food & other Products |
NEW | 2 funds | 0.51% | ₹11.0 Cr |
| 6 | Varmora Granito Limited Consumer Durables |
NEW | 1 fund | 0.55% | ₹15.1 Cr |
| 7 | ICICI Lombard General Insurance Company Limited Insurance |
NEW | 1 fund | 0.52% | ₹7.9 Cr |
| 8 | IndusInd Bank Limited Banks |
NEW | 1 fund | 0.44% | ₹5.0 Cr |
| 9 | Graphite India Limited Industrial Products |
NEW | 1 fund | 0.44% | ₹12.1 Cr |
| 10 | Nestle India Limited Food Products |
NEW | 1 fund | 0.37% | ₹1.2 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | CreditAccess Grameen Limited Finance |
EXITED | 3 funds | 0.61% | ₹25.2 Cr |
| 2 | RHI Magnesita India Limited Industrial Products |
EXITED | 1 fund | 0.29% | ₹7.7 Cr |
| # | Stock | Sector | Funds | Aug 2026 | Sep 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Tempsens Instruments (India) Limited Industrial Manufacturing |
Industrial Manufacturing | 1 | 0.54% | 1.46% | +0.92% | ₹39.9 Cr |
| 2 | Indo-MIM Limited Industrial Manufacturing |
Industrial Manufacturing | 1 | 1.77% | 2.64% | +0.87% | ₹25.6 Cr |
| 3 | Milky Mist Dairy Food Limited Food Products |
Food Products | 2 | 1.11% | 1.67% | +0.56% | ₹71.4 Cr |
| 4 | Hindustan Aeronautics Limited Aerospace & Defense |
Aerospace & Defense | 2 | 0.48% | 0.87% | +0.39% | ₹7.4 Cr |
| 5 | Hyundai Motor India Ltd Automobiles |
Automobiles | 1 | 0.46% | 0.84% | +0.38% | ₹2.6 Cr |
| 6 | Syrma SGS Technology Limited Industrial Manufacturing |
Industrial Manufacturing | 2 | 1.48% | 1.85% | +0.37% | ₹62.9 Cr |
| 7 | Welspun Corp Limited Industrial Products |
Industrial Products | 4 | 1.36% | 1.72% | +0.36% | ₹71.6 Cr |
| 8 | Cipla Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 0.92% | 1.24% | +0.32% | ₹11.1 Cr |
| 9 | Adani Ports and Special Economic Zone Limited Transport Infrastructure |
Transport Infrastructure | 3 | 0.73% | 1.01% | +0.28% | ₹26.2 Cr |
| 10 | Sona BLW Precision Forgings Limited Auto Components |
Auto Components | 7 | 1.72% | 1.99% | +0.27% | ₹141.2 Cr |
| # | Stock | Sector | Funds | Aug 2026 | Sep 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Shilpa Medicare Ltd Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 2.74% | 1.95% | -0.79% | ₹41.1 Cr |
| 2 | PB Fintech Limited Financial Technology (Fintech) |
Financial Technology (Fintech) | 2 | 1.29% | 0.51% | -0.78% | ₹15.7 Cr |
| 3 | KEI Industries Limited Industrial Products |
Industrial Products | 4 | 1.46% | 0.71% | -0.75% | ₹54.8 Cr |
| 4 | Karur Vysya Bank Limited Banks |
Banks | 4 | 3.13% | 2.50% | -0.63% | ₹144.6 Cr |
| 5 | Ather Energy Limited Automobiles |
Automobiles | 8 | 2.27% | 1.72% | -0.55% | ₹158.6 Cr |
| 6 | Coforge Limited IT - Software |
IT - Software | 6 | 1.72% | 1.18% | -0.54% | ₹102.6 Cr |
| 7 | R R Kabel Limited Industrial Products |
Industrial Products | 1 | 2.98% | 2.53% | -0.45% | ₹13.7 Cr |
| 8 | NTPC Limited Power |
Power | 4 | 1.83% | 1.39% | -0.44% | ₹28.3 Cr |
| 9 | One 97 Communications Limited Financial Technology (Fintech) |
Financial Technology (Fintech) | 11 | 2.50% | 2.08% | -0.42% | ₹271.2 Cr |
| 10 | Maruti Suzuki India Limited Automobiles |
Automobiles | 8 | 2.09% | 1.68% | -0.41% | ₹89.1 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 15 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.