Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Apr 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 Apr 2026, Shriram Finance Limited is the most widely held stock, present in 14 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 Mar 2026 and Apr 2026, Union Mutual Fund's active equity funds made 54 fresh stock entries and fully exited 5 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 | Bharat Heavy Electricals Limited Electrical Equipment |
NEW | 3 funds | 2.21% | ₹71.2 Cr |
| 2 | Patanjali Foods Limited Agricultural Food & other Products |
NEW | 2 funds | 2.59% | ₹22.9 Cr |
| 3 | Power Mech Projects Limited Construction |
NEW | 2 funds | 1.65% | ₹15.5 Cr |
| 4 | Godrej Consumer Products Limited Personal Products |
NEW | 2 funds | 1.12% | ₹6.1 Cr |
| 5 | Avenue Supermarts Limited Retailing |
NEW | 2 funds | 1.06% | ₹5.4 Cr |
| 6 | Bank of Maharashtra Banks |
NEW | 2 funds | 0.93% | ₹8.9 Cr |
| 7 | PTC Industries Limited Industrial Products |
NEW | 2 funds | 0.78% | ₹24.4 Cr |
| 8 | Fusion Finance Ltd Finance |
NEW | 2 funds | 0.59% | ₹5.6 Cr |
| 9 | Prudent Corporate Advisory Services Limited Capital Markets |
NEW | 2 funds | 0.43% | ₹12.8 Cr |
| 10 | MTAR Technologies Limited Aerospace & Defense |
NEW | 1 fund | 4.93% | ₹21.7 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | DIGITIDE SOLUTIONS LTD. IT - Services |
EXITED | 4 funds | 0.07% | ₹3.7 Cr |
| 2 | Anant Raj Limited Realty |
EXITED | 1 fund | 0.71% | ₹11.8 Cr |
| 3 | Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 0.54% | ₹4.8 Cr |
| 4 | Aadhar Housing Finance Limited Finance |
EXITED | 1 fund | 0.54% | ₹9.0 Cr |
| 5 | Safari Industries India Ltd Consumer Durables |
EXITED | 1 fund | 0.37% | ₹1.1 Cr |
| # | Stock | Sector | Funds | Mar 2026 | Apr 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Britannia Industries Limited Food Products |
Food Products | 1 | 1.93% | 3.34% | +1.41% | ₹10.6 Cr |
| 2 | Indus Towers Limited Telecom - Services |
Telecom - Services | 2 | 0.89% | 2.02% | +1.13% | ₹7.6 Cr |
| 3 | Billionbrains Garage Ventures Ltd Capital Markets |
Capital Markets | 2 | 0.79% | 1.82% | +1.03% | ₹49.7 Cr |
| 4 | SRF Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 1 | 0.74% | 1.57% | +0.83% | ₹26.8 Cr |
| 5 | Bajaj Finance Limited Finance |
Finance | 6 | 1.25% | 2.05% | +0.80% | ₹102.4 Cr |
| 6 | Grasim Industries Limited Cement & Cement Products |
Cement & Cement Products | 2 | 0.19% | 0.86% | +0.67% | ₹4.7 Cr |
| 7 | Multi Commodity Exchange of India Limited Capital Markets |
Capital Markets | 11 | 1.72% | 2.31% | +0.59% | ₹214.9 Cr |
| 8 | Neogen Chemicals Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 1 | 0.43% | 1.01% | +0.58% | ₹11.2 Cr |
| 9 | V-Mart Retail Limited Retailing |
Retailing | 1 | 0.50% | 1.07% | +0.57% | ₹4.0 Cr |
| 10 | Adani Ports and Special Economic Zone Limited Transport Infrastructure |
Transport Infrastructure | 3 | 0.63% | 1.19% | +0.56% | ₹18.4 Cr |
| # | Stock | Sector | Funds | Mar 2026 | Apr 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Vedanta Limited Diversified Metals |
Diversified Metals | 1 | 1.12% | 0.45% | -0.67% | ₹1.7 Cr |
| 2 | Abbott India Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 3 | 1.77% | 1.11% | -0.66% | ₹40.2 Cr |
| 3 | Reliance Industries Limited Petroleum Products |
Petroleum Products | 10 | 4.09% | 3.45% | -0.64% | ₹262.0 Cr |
| 4 | Eicher Motors Limited Automobiles |
Automobiles | 3 | 1.24% | 0.61% | -0.63% | ₹12.6 Cr |
| 5 | Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 7 | 1.26% | 0.72% | -0.54% | ₹38.3 Cr |
| 6 | Azad Engineering Ltd Electrical Equipment |
Electrical Equipment | 3 | 2.00% | 1.48% | -0.52% | ₹58.7 Cr |
| 7 | Kirloskar Oil Engines Limited Industrial Products |
Industrial Products | 6 | 1.74% | 1.33% | -0.41% | ₹79.3 Cr |
| 8 | Computer Age Management Services Limited Capital Markets |
Capital Markets | 2 | 1.03% | 0.62% | -0.41% | ₹14.2 Cr |
| 9 | Karur Vysya Bank Limited Banks |
Banks | 8 | 2.29% | 1.89% | -0.40% | ₹150.7 Cr |
| 10 | Kotak Mahindra Bank Limited Banks |
Banks | 9 | 1.79% | 1.39% | -0.40% | ₹106.4 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.