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Union Active Momentum Fund - Direct Plan - Growth Option

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
39
Jun 2026
Equity Holdings
₹477.60 Cr
Equity only, excl. debt & cash
Top 5 Weight
14.5%
Diversified
Top 10 Weight
27.8%
Diversified
Changes
55
14 new · 16 exits
Top Sector
Pharmaceuticals & Biotechnology
20.0% of portfolio
📋 What Happened This Month Union Active Momentum Fund made 14 new additions and exited 16 stocks this month. The biggest new buy was Ather Energy Limited (Automobiles) at 2.65% weight. GE Power India Limited was the biggest exit (Electrical Equipment), which was held at 2.94%. Among existing holdings, Apar Industries Limited saw the biggest increase — now at 2.81% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 2.82%. Kirloskar Oil Engines Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 20.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 7.9% 14.3% +6.4%
Electrical Equipment 3.7% 12.8% +9.1%
Pharmaceuticals & Biotechnology 5.9% 12.5% +6.6%
Capital Markets 9.4% 11.4% +2.0%
Aerospace & Defense 5.8% 6.0% +0.1%
Power 1.7% 5.2% +3.5%
Ferrous Metals 7.9% 4.9% -3.0%
Non - Ferrous Metals 5.4% 4.6% -0.8%
Banks 16.9% 4.4% -12.5%
Personal Products 2.2% 2.6% +0.4%
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 12.5% 20.0% +7.5%
Electrical Equipment 12.8% 11.7% -1.1%
Industrial Products 14.3% 10.6% -3.7%
Auto Components 2.5% 10.1% +7.6%
Power 5.2% 7.0% +1.9%
Capital Markets 11.4% 6.8% -4.6%
Banks 4.4% 5.2% +0.8%
Non - Ferrous Metals 4.6% 3.9% -0.7%
Industrial Manufacturing 2.4% 2.9% +0.5%
Aerospace & Defense 6.0% 2.8% -3.1%
🟢
Biggest New Buy
Ather Energy Limited
2.65% weight · Automobiles
🔴
Biggest Exit
GE Power India Limited
2.94% was held · Electrical Equipment
Biggest Add
Apar Industries Limited
+0.60% · now 2.81%
Biggest Trim
MTAR Technologies Limited
-0.82% · now 2.82%
🤝 Other funds also bought this month
Bharat Forge Limited 45 funds
Bharat Forge Limited
IB25-Groww Nifty India Defence ETF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
Torrent Pharmaceuticals Limited 33 funds
Torrent Pharmaceuticals Limited
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Axis Momentum Fund - Direct Plan - Growth Option
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Acutaas Chemicals Ltd 30 funds
Acutaas Chemicals Ltd
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 ETF
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - Growth + more
Craftsman Automation Limited 30 funds
Craftsman Automation Limited
Invesco India Consumption Fund
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Axis Momentum Fund - Direct Plan - Growth Option + more
Ather Energy Limited 26 funds
Ather Energy Limited
Motilal Oswal BSE Clean Environment Index Fund
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 ETF + more
NLC India Limited 24 funds
NLC India Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option
Samco Mid Cap Fund + more
👋 Other funds also exited
AU Small Finance Bank Limited 27 funds
AU Small Finance Bank Limited
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Multi Commodity Exchange of India Limited 26 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Jindal Steel Limited 16 funds
Jindal Steel Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Samco Special Opportunities Fund
Mahindra Manulife Focused Fund - Direct Plan -Growth + more
Glenmark Pharmaceuticals Limited 10 funds
Glenmark Pharmaceuticals Limited
Motilal Oswal Quant Fund - Direct - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Data Patterns (India) Limited 9 funds
Data Patterns (India) Limited
Mirae Asset BSE India Defence ETF
Groww Nifty India Defence ETF
Samco Special Opportunities Fund + more
KSB Limited 6 funds
KSB Limited
LIC MF Focused Fund-Direct Plan-Growth
LIC MF Small Cap Fund-Direct Plan-Growth
ITI Value Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 14 New Entries 🔴 16 Exits ↑ 12 Increased ↓ 13 Decreased
#StockSectorWeight (Jun 2026)
1
Ather Energy Limited
₹13.34 Cr
Automobiles 2.65%
2
Bharat Forge Limited
₹13.10 Cr
Auto Components 2.60%
3
Acutaas Chemicals Ltd
₹12.95 Cr
Pharmaceuticals & Biotechnology 2.58%
4
R R Kabel Limited
₹12.81 Cr
Industrial Products 2.55%
5
Craftsman Automation Limited
₹12.55 Cr
Auto Components 2.50%
6
RBL Bank Limited
₹12.51 Cr
Banks 2.49%
7
Torrent Pharmaceuticals Limited
₹12.17 Cr
Pharmaceuticals & Biotechnology 2.42%
8
NLC India Limited
₹12.04 Cr
Power 2.39%
9
Belrise Industries Ltd.
₹11.97 Cr
Auto Components 2.38%
10
JB Chemicals & Pharmaceuticals Limited
₹11.14 Cr
Pharmaceuticals & Biotechnology 2.21%
#StockSectorLast Weight (May 2026)
1
GE Power India Limited
₹13.95 Cr
Electrical Equipment 2.94%
2
Multi Commodity Exchange of India Limited
₹11.11 Cr
Capital Markets 2.34%
3
Sterlite Technologies Limited
₹10.99 Cr
Telecom - Equipment & Accessories 2.31%
4
Data Patterns (India) Limited
₹10.95 Cr
Aerospace & Defense 2.31%
5
Jindal Steel Limited
₹10.86 Cr
Ferrous Metals 2.29%
6
Glenmark Pharmaceuticals Limited
₹10.70 Cr
Pharmaceuticals & Biotechnology 2.26%
7
Anand Rathi Wealth Limited
₹10.64 Cr
Capital Markets 2.24%
8
Graphite India Limited
₹10.58 Cr
Industrial Products 2.23%
9
Gujarat Mineral Development Corporation Limited
₹10.51 Cr
Minerals & Mining 2.22%
10
AU Small Finance Bank Limited
₹10.25 Cr
Banks 2.16%
#StockSectorMay 2026Jun 2026Change
1
Apar Industries Limited
₹14.11 Cr
Electrical Equipment 2.21% 2.81% +0.60%
2
Granules India Limited
₹12.96 Cr
Pharmaceuticals & Biotechnology 2.04% 2.58% +0.54%
3
Syrma SGS Technology Limited
₹14.48 Cr
Industrial Manufacturing 2.38% 2.88% +0.50%
4
Bank of Maharashtra
₹13.36 Cr
Banks 2.23% 2.66% +0.43%
5
Kirloskar Oil Engines Limited
₹15.41 Cr
Industrial Products 2.65% 3.06% +0.41%
6
Aeroflex Industries Ltd.
₹13.42 Cr
Industrial Products 2.26% 2.67% +0.41%
7
Aditya Birla Sun Life AMC Limited
₹10.89 Cr
Capital Markets 1.82% 2.16% +0.34%
8
Sai Life Sciences Limited
₹13.20 Cr
Pharmaceuticals & Biotechnology 2.45% 2.62% +0.17%
9
Laurus Labs Limited
₹13.76 Cr
Pharmaceuticals & Biotechnology 2.60% 2.74% +0.14%
10
Sansera Engineering Limited
₹13.10 Cr
Auto Components 2.47% 2.60% +0.13%
#StockSectorMay 2026Jun 2026Change
1
MTAR Technologies Limited
₹14.17 Cr
Aerospace & Defense 3.64% 2.82% -0.82%
2
Steel Authority of India Limited
₹10.43 Cr
Ferrous Metals 2.59% 2.07% -0.52%
3
Hindalco Industries Limited
₹9.89 Cr
Non - Ferrous Metals 2.46% 1.97% -0.49%
4
Hitachi Energy India Limited
₹10.96 Cr
Electrical Equipment 2.54% 2.18% -0.36%
5
Adani Power Limited
₹11.09 Cr
Power 2.54% 2.20% -0.34%
6
BSE Limited
₹11.02 Cr
Capital Markets 2.49% 2.19% -0.30%
7
Cummins India Limited
₹11.68 Cr
Industrial Products 2.56% 2.32% -0.24%
8
GE Vernova T&D India Limited
₹11.56 Cr
Electrical Equipment 2.54% 2.30% -0.24%
9
National Aluminium Company Limited
₹9.83 Cr
Non - Ferrous Metals 2.18% 1.95% -0.23%
10
Bliss GVS Pharma Limited
₹14.53 Cr
Pharmaceuticals & Biotechnology 3.11% 2.89% -0.22%

What Stocks Does This Fund Hold?

39 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹15.41 Cr
Industrial Products
3.06%
2
₹14.53 Cr
Pharmaceuticals & Biotechnology
2.89%
3
₹14.48 Cr
Industrial Manufacturing
2.88%
4
₹14.17 Cr
Aerospace & Defense
2.82%
5
₹14.11 Cr
Electrical Equipment
2.81%
6
₹13.76 Cr
Pharmaceuticals & Biotechnology
2.74%
7
₹13.42 Cr
Industrial Products
2.67%
8
₹13.36 Cr
Banks
2.66%
9
₹13.34 Cr
Automobiles
2.65%
10
₹13.31 Cr
Personal Products
2.65%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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