← Union Mutual Fund

Union Active Momentum Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
35
Aug 2026
Equity Holdings
₹496.78 Cr
Equity only, excl. debt & cash
AAUM
₹455.09 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.1%
Diversified
Top 10 Weight
30.3%
Diversified
Changes
57
16 new · 22 exits
Top Sector
Auto Components
13.8% of portfolio
Launch Date
28 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹455.09 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Union Active Momentum Fund made 16 new additions and exited 22 stocks this month. The biggest new buy was SKY GOLD AND DIAMONDS LIMITED (Consumer Durables) at 2.80% weight. Rashi Peripherals Ltd was the biggest exit (It - Hardware), which was held at 2.62%. Among existing holdings, IOL Chemicals and Pharmaceuticals Limited saw the biggest increase — now at 2.87% of the portfolio. Torrent Pharmaceuticals Limited was trimmed the most, now at 2.61%. Welspun Corp Limited remains the top holding with Auto Components the dominant sector at 13.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 20.0% 26.7% +6.7%
Industrial Products 10.6% 12.4% +1.8%
Auto Components 10.1% 10.3% +0.2%
Electrical Equipment 11.7% 6.9% -4.9%
Capital Markets 6.8% 6.5% -0.3%
Aerospace & Defense 2.8% 5.1% +2.3%
Healthcare Services 0.0% 4.8% +4.8%
Banks 5.2% 4.3% -0.9%
It - Hardware 0.0% 2.6% +2.6%
Automobiles 2.7% 2.6% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Auto Components 10.3% 13.8% +3.5%
Industrial Products 12.4% 13.7% +1.3%
Pharmaceuticals & Biotechnology 26.7% 13.3% -13.4%
Chemicals & Petrochemicals 2.4% 6.9% +4.5%
Electrical Equipment 6.9% 5.8% -1.0%
Banks 4.3% 5.1% +0.8%
Healthcare Services 4.8% 4.7% -0.1%
Automobiles 2.6% 3.3% +0.7%
Consumer Durables 2.0% 2.8% +0.8%
Retailing 0.0% 2.8% +2.8%
🟢
Biggest New Buy
SKY GOLD AND DIAMONDS LIMITED
2.80% weight · Consumer Durables
🔴
Biggest Exit
Rashi Peripherals Ltd
2.62% was held · It - Hardware
Biggest Add
IOL Chemicals and Pharmaceuticals Limited
+1.42% · now 2.87%
Biggest Trim
Torrent Pharmaceuticals Limited
-2.19% · now 2.61%
🤝 Other funds also bought this month
FSN E-Commerce Ventures Limited 26 funds
FSN E-Commerce Ventures Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Samco Large & Mid Cap Fund + more
Radico Khaitan Limited 22 funds
Radico Khaitan Limited
Axis Momentum Fund - Direct Plan - Growth Option
SAMCO ELSS TAX SAVER FUND
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
The Federal Bank Limited 22 funds
The Federal Bank Limited
DSP BSE MidSmall Private Banks ETF
Mirae Asset Nifty Bank ETF
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Sona BLW Precision Forgings Limited 21 funds
Sona BLW Precision Forgings Limited
quant Mid Cap Fund - Growth Option - Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Marico Limited 19 funds
Marico Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
Adani Energy Solutions Limited 18 funds
Adani Energy Solutions Limited
SBI Aggressive Hybrid Fund
Mirae Asset Nifty Next 50 ETF
Axis Nifty Energy Index Fund + more
👋 Other funds also exited
Lupin Limited 41 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Mirae Asset Healthcare Fund Direct Growth + more
Bank of Maharashtra 28 funds
Bank of Maharashtra
Kotak Nifty PSU Bank ETF
SAMCO ELSS TAX SAVER FUND
Kotak Dividend Yield Fund + more
Nippon Life India Asset Management Limited 24 funds
Nippon Life India Asset Management Limited
SAMCO FLEXICAP FUND
Motilal Oswal Active Momentum Fund- Direct-Growth
Kotak MNC Fund-Direct Plan-Growth + more
Aurobindo Pharma Limited 22 funds
Aurobindo Pharma Limited
quant ESG Integration Strategy Fund
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
Acutaas Chemicals Ltd 18 funds
Acutaas Chemicals Ltd
Kotak Healthcare Fund - Direct Plan - Growth Option
Kotak MNC Fund-Direct Plan-Growth
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth + more
Apar Industries Limited 18 funds
Apar Industries Limited
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN
Kotak Midcap Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 16 New Entries 🔴 22 Exits ↑ 14 Increased ↓ 5 Decreased
#StockSectorWeight (Aug 2026)
1
SKY GOLD AND DIAMONDS LIMITED
₹15.02 Cr
Consumer Durables 2.80%
2
FSN E-Commerce Ventures Limited
₹15.00 Cr
Retailing 2.80%
3
Sona BLW Precision Forgings Limited
₹14.86 Cr
Auto Components 2.77%
4
Chennai Petroleum Corporation Limited
₹14.43 Cr
Petroleum Products 2.69%
5
Tourism Finance Corporation of India Ltd.
₹14.41 Cr
Finance 2.69%
6
The Federal Bank Limited
₹14.34 Cr
Banks 2.68%
7
Radico Khaitan Limited
₹14.28 Cr
Beverages 2.67%
8
Diamond Power Infrastructure Limited
₹14.07 Cr
Electrical Equipment 2.63%
9
E2E Networks Limited
₹13.75 Cr
IT - Services 2.57%
10
Marico Limited
₹13.42 Cr
Agricultural Food & other Products 2.51%
#StockSectorLast Weight (Jul 2026)
1
Rashi Peripherals Ltd
₹12.92 Cr
It - Hardware 2.62%
2
Apar Industries Limited
₹12.90 Cr
Electrical Equipment 2.61%
3
Nippon Life India Asset Management Limited
₹12.53 Cr
Capital Markets 2.54%
4
Aeroflex Industries Ltd.
₹12.39 Cr
Industrial Products 2.51%
5
Data Patterns (India) Limited
₹12.20 Cr
Aerospace & Defense 2.47%
6
Aurobindo Pharma Limited
₹12.19 Cr
Pharmaceuticals & Biotechnology 2.47%
7
Syrma SGS Technology Limited
₹11.97 Cr
Industrial Manufacturing 2.43%
8
Kirloskar Oil Engines Limited
₹11.65 Cr
Industrial Products 2.36%
9
Lupin Limited
₹11.65 Cr
Pharmaceuticals & Biotechnology 2.36%
10
Bank of Maharashtra
₹11.59 Cr
Banks 2.35%
#StockSectorJul 2026Aug 2026Change
1
IOL Chemicals and Pharmaceuticals Limited
₹15.37 Cr
Pharmaceuticals & Biotechnology 1.45% 2.87% +1.42%
2
Welspun Corp Limited
₹19.61 Cr
Industrial Products 2.40% 3.66% +1.26%
3
Shilpa Medicare Ltd
₹14.69 Cr
Pharmaceuticals & Biotechnology 1.80% 2.74% +0.94%
4
Ather Energy Limited
₹17.57 Cr
Automobiles 2.61% 3.28% +0.67%
5
Avalon Technologies Limited
₹17.10 Cr
Electrical Equipment 2.64% 3.19% +0.55%
6
Navin Fluorine International Limited
₹15.31 Cr
Chemicals & Petrochemicals 2.43% 2.86% +0.43%
7
Sansera Engineering Limited
₹15.86 Cr
Auto Components 2.58% 2.96% +0.38%
8
Inox India Limited
₹13.98 Cr
Industrial Products 2.24% 2.61% +0.37%
9
Anand Rathi Wealth Limited
₹14.89 Cr
Capital Markets 2.42% 2.78% +0.36%
10
Apollo Hospitals Enterprise Limited
₹15.01 Cr
Healthcare Services 2.45% 2.80% +0.35%
#StockSectorJul 2026Aug 2026Change
1
Torrent Pharmaceuticals Limited
₹14.00 Cr
Pharmaceuticals & Biotechnology 4.80% 2.61% -2.19%
2
Aster DM Healthcare Limited
₹10.28 Cr
Healthcare Services 2.35% 1.92% -0.43%
3
Astra Microwave Products Limited
₹12.51 Cr
Aerospace & Defense 2.61% 2.33% -0.28%
4
Sai Life Sciences Limited
₹12.25 Cr
Pharmaceuticals & Biotechnology 2.56% 2.29% -0.27%
5
Laurus Labs Limited
₹14.80 Cr
Pharmaceuticals & Biotechnology 3.00% 2.76% -0.24%

What Stocks Does This Fund Hold?

35 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹19.61 Cr
Industrial Products
3.66%
2
₹17.57 Cr
Automobiles
3.28%
3
₹17.10 Cr
Electrical Equipment
3.19%
4
₹15.98 Cr
Industrial Products
2.98%
5
₹15.86 Cr
Auto Components
2.96%
6
₹15.57 Cr
Auto Components
2.91%
7
₹15.37 Cr
Pharmaceuticals & Biotechnology
2.87%
8
₹15.31 Cr
Chemicals & Petrochemicals
2.86%
9
₹15.00 Cr
Retailing
2.80%
10
₹15.01 Cr
Healthcare Services
2.80%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Union Mutual Fund — Portfolio & Holdings
See all funds managed by Union Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.