Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Jul 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 Jul 2026, Shriram Finance Limited is the most widely held stock, present in 13 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 Jun 2026 and Jul 2026, Union Mutual Fund's active equity funds made 16 fresh stock entries and fully exited 19 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 | Cipla Limited Pharmaceuticals & Biotechnology |
NEW | 4 funds | 1.12% | ₹25.1 Cr |
| 2 | SKY GOLD AND DIAMONDS LIMITED Consumer Durables |
NEW | 2 funds | 0.42% | ₹11.8 Cr |
| 3 | Rashi Peripherals Ltd It - Hardware |
NEW | 1 fund | 2.62% | ₹12.9 Cr |
| 4 | Astra Microwave Products Limited Aerospace & Defense |
NEW | 1 fund | 2.61% | ₹12.9 Cr |
| 5 | Anand Rathi Wealth Limited Capital Markets |
NEW | 1 fund | 2.42% | ₹11.9 Cr |
| 6 | Aster DM Healthcare Limited Healthcare Services |
NEW | 1 fund | 2.35% | ₹11.6 Cr |
| 7 | Acme Solar Holdings Ltd Power |
NEW | 1 fund | 2.26% | ₹11.2 Cr |
| 8 | The Jammu & Kashmir Bank Limited Banks |
NEW | 1 fund | 1.90% | ₹9.4 Cr |
| 9 | Shilpa Medicare Ltd Pharmaceuticals & Biotechnology |
NEW | 1 fund | 1.80% | ₹8.9 Cr |
| 10 | Indo-MIM Limited Industrial Manufacturing |
NEW | 1 fund | 1.63% | ₹16.0 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
EXITED | 3 funds | 1.79% | ₹59.0 Cr |
| 2 | Tata Motors Passenger Vehicles Limited Automobiles |
EXITED | 3 funds | 0.72% | ₹35.4 Cr |
| 3 | NLC India Limited Power |
EXITED | 1 fund | 2.39% | ₹12.0 Cr |
| 4 | Adani Power Limited Power |
EXITED | 1 fund | 2.20% | ₹11.1 Cr |
| 5 | Black Box Limited IT - Services |
EXITED | 1 fund | 2.12% | ₹10.7 Cr |
| 6 | Steel Authority of India Limited Ferrous Metals |
EXITED | 1 fund | 2.07% | ₹10.4 Cr |
| 7 | National Aluminium Company Limited Non - Ferrous Metals |
EXITED | 1 fund | 1.95% | ₹9.8 Cr |
| 8 | Emcure Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 1.95% | ₹9.8 Cr |
| 9 | Avenue Supermarts Limited Retailing |
EXITED | 1 fund | 0.93% | ₹3.1 Cr |
| 10 | Abbott India Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 0.90% | ₹10.9 Cr |
| # | Stock | Sector | Funds | Jun 2026 | Jul 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Mahindra & Mahindra Limited Automobiles |
Automobiles | 3 | 2.32% | 3.50% | +1.18% | ₹40.2 Cr |
| 2 | Tech Mahindra Limited IT - Software |
IT - Software | 4 | 0.55% | 1.53% | +0.98% | ₹45.6 Cr |
| 3 | Karur Vysya Bank Limited Banks |
Banks | 4 | 1.85% | 2.74% | +0.89% | ₹152.5 Cr |
| 4 | Welspun Corp Limited Industrial Products |
Industrial Products | 2 | 0.86% | 1.64% | +0.78% | ₹32.9 Cr |
| 5 | Aurobindo Pharma Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 3 | 0.64% | 1.37% | +0.73% | ₹27.3 Cr |
| 6 | Coforge Limited IT - Software |
IT - Software | 7 | 0.82% | 1.53% | +0.71% | ₹131.3 Cr |
| 7 | Inox India Limited Industrial Products |
Industrial Products | 3 | 0.49% | 1.13% | +0.64% | ₹33.1 Cr |
| 8 | Avalon Technologies Limited Electrical Equipment |
Electrical Equipment | 1 | 2.01% | 2.64% | +0.63% | ₹13.0 Cr |
| 9 | ICICI Bank Limited Banks |
Banks | 12 | 5.70% | 6.29% | +0.59% | ₹650.4 Cr |
| 10 | Info Edge (India) Limited Retailing |
Retailing | 4 | 1.01% | 1.59% | +0.58% | ₹77.6 Cr |
| # | Stock | Sector | Funds | Jun 2026 | Jul 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Titan Company Limited Consumer Durables |
Consumer Durables | 6 | 2.87% | 1.44% | -1.43% | ₹63.1 Cr |
| 2 | MTAR Technologies Limited Aerospace & Defense |
Aerospace & Defense | 3 | 1.95% | 1.06% | -0.89% | ₹53.0 Cr |
| 3 | Kirloskar Oil Engines Limited Industrial Products |
Industrial Products | 4 | 2.96% | 2.08% | -0.88% | ₹103.4 Cr |
| 4 | TD Power Systems Limited Electrical Equipment |
Electrical Equipment | 1 | 1.67% | 0.80% | -0.87% | ₹19.2 Cr |
| 5 | Voltamp Transformers Limited Electrical Equipment |
Electrical Equipment | 1 | 1.89% | 1.05% | -0.84% | ₹4.1 Cr |
| 6 | GE Vernova T&D India Limited Electrical Equipment |
Electrical Equipment | 12 | 2.19% | 1.47% | -0.72% | ₹221.3 Cr |
| 7 | Hitachi Energy India Limited Electrical Equipment |
Electrical Equipment | 5 | 2.27% | 1.57% | -0.70% | ₹75.0 Cr |
| 8 | Bank of Maharashtra Banks |
Banks | 3 | 1.90% | 1.21% | -0.69% | ₹23.7 Cr |
| 9 | Adani Energy Solutions Limited Power |
Power | 1 | 1.47% | 0.78% | -0.69% | ₹3.4 Cr |
| 10 | Bajaj Consumer Care Limited Personal Products |
Personal Products | 1 | 2.65% | 1.97% | -0.68% | ₹9.7 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.