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Union Active Momentum Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
41
Jul 2026
Equity Holdings
₹475.38 Cr
Equity only, excl. debt & cash
AAUM
₹455.09 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.0%
Diversified
Top 10 Weight
29.0%
Diversified
Changes
57
18 new · 16 exits
Top Sector
Pharmaceuticals & Biotechnology
26.7% 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 18 new additions and exited 16 stocks this month. The biggest new buy was Rashi Peripherals Ltd (It - Hardware) at 2.62% weight. MTAR Technologies Limited was the biggest exit (Aerospace & Defense), which was held at 2.82%. Among existing holdings, Torrent Pharmaceuticals Limited saw the biggest increase — now at 4.80% of the portfolio. Kirloskar Oil Engines Limited was trimmed the most, now at 2.36%. Torrent Pharmaceuticals Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 26.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Rashi Peripherals Ltd
2.62% weight · It - Hardware
🔴
Biggest Exit
MTAR Technologies Limited
2.82% was held · Aerospace & Defense
Biggest Add
Torrent Pharmaceuticals Limited
+2.38% · now 4.80%
Biggest Trim
Kirloskar Oil Engines Limited
-0.70% · now 2.36%
🤝 Other funds also bought this month
Apollo Hospitals Enterprise Limited 20 funds
Apollo Hospitals Enterprise Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
WhiteOak Capital Pharma and Healthcare Fund + more
Aurobindo Pharma Limited 19 funds
Aurobindo Pharma Limited
quant ESG Integration Strategy Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Bank Of India Manufacturing and Infrastructure Fund + more
Lupin Limited 18 funds
Lupin Limited
Edel Nifty Alpha Low Volatility 30 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund + more
Data Patterns (India) Limited 9 funds
Data Patterns (India) Limited
SAMCO ELSS TAX SAVER FUND
Navi Nifty SmallCap250 Momentum Qlty 100
Samco Small Cap Fund + more
Schneider Electric Infrastructure Limited 8 funds
Schneider Electric Infrastructure Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
Samco Active Momentum Fund
Samco Special Opportunities Fund + more
The Jammu & Kashmir Bank Limited 8 funds
The Jammu & Kashmir Bank Limited
Baroda BNP Paribas Banking & Financial Services Fund
SAMCO DYNAMIC ASSET ALLOCATION FUND
Samco Special Opportunities Fund + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Hindalco Industries Limited 48 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Groww Nifty 500 Momentum 50 ETF FOF + more
Hitachi Energy India Limited 36 funds
Hitachi Energy India Limited
Groww BSE Power ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Invesco India Technology Fund - Direct Plan - Growth + more
BSE Limited 33 funds
BSE Limited
Groww Nifty Capital Markets ETF FOF
Invesco India Midcap Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Cummins India Limited 32 funds
Cummins India Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Groww Nifty 500 Momentum 50 ETF FOF
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + more
GE Vernova T&D India Limited 32 funds
GE Vernova T&D India Limited
Groww BSE Power ETF FOF
Groww Nifty 500 Momentum 50 ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 18 New Entries 🔴 16 Exits ↑ 8 Increased ↓ 15 Decreased
#StockSectorWeight (Jul 2026)
1
Rashi Peripherals Ltd
₹12.92 Cr
It - Hardware 2.62%
2
Astra Microwave Products Limited
₹12.88 Cr
Aerospace & Defense 2.61%
3
Data Patterns (India) Limited
₹12.20 Cr
Aerospace & Defense 2.47%
4
Aurobindo Pharma Limited
₹12.19 Cr
Pharmaceuticals & Biotechnology 2.47%
5
Apollo Hospitals Enterprise Limited
₹12.11 Cr
Healthcare Services 2.45%
6
Anand Rathi Wealth Limited
₹11.93 Cr
Capital Markets 2.42%
7
Welspun Corp Limited
₹11.85 Cr
Industrial Products 2.40%
8
Lupin Limited
₹11.65 Cr
Pharmaceuticals & Biotechnology 2.36%
9
Aster DM Healthcare Limited
₹11.58 Cr
Healthcare Services 2.35%
10
Acme Solar Holdings Ltd
₹11.16 Cr
Power 2.26%
#StockSectorLast Weight (Jun 2026)
1
MTAR Technologies Limited
₹14.17 Cr
Aerospace & Defense 2.82%
2
RBL Bank Limited
₹12.51 Cr
Banks 2.49%
3
Adani Energy Solutions Limited
₹12.29 Cr
Power 2.44%
4
TD Power Systems Limited
₹12.08 Cr
Electrical Equipment 2.40%
5
NLC India Limited
₹12.04 Cr
Power 2.39%
6
Cummins India Limited
₹11.68 Cr
Industrial Products 2.32%
7
GE Vernova T&D India Limited
₹11.56 Cr
Electrical Equipment 2.30%
8
JB Chemicals & Pharmaceuticals Limited
₹11.14 Cr
Pharmaceuticals & Biotechnology 2.21%
9
Adani Power Limited
₹11.09 Cr
Power 2.20%
10
BSE Limited
₹11.02 Cr
Capital Markets 2.19%
#StockSectorJun 2026Jul 2026Change
1
Torrent Pharmaceuticals Limited
₹23.68 Cr
Pharmaceuticals & Biotechnology 2.42% 4.80% +2.38%
2
Avalon Technologies Limited
₹13.03 Cr
Electrical Equipment 2.01% 2.64% +0.63%
3
R R Kabel Limited
₹14.20 Cr
Industrial Products 2.55% 2.88% +0.33%
4
Laurus Labs Limited
₹14.81 Cr
Pharmaceuticals & Biotechnology 2.74% 3.00% +0.26%
5
Craftsman Automation Limited
₹13.10 Cr
Auto Components 2.50% 2.66% +0.16%
6
Belrise Industries Ltd.
₹12.30 Cr
Auto Components 2.38% 2.49% +0.11%
7
Thangamayil Jewellery Limited
₹9.65 Cr
Consumer Durables 1.90% 1.96% +0.06%
8
Nippon Life India Asset Management Limited
₹12.53 Cr
Capital Markets 2.49% 2.54% +0.05%
#StockSectorJun 2026Jul 2026Change
1
Kirloskar Oil Engines Limited
₹11.65 Cr
Industrial Products 3.06% 2.36% -0.70%
2
Bajaj Consumer Care Limited
₹9.72 Cr
Personal Products 2.65% 1.97% -0.68%
3
Bliss GVS Pharma Limited
₹10.96 Cr
Pharmaceuticals & Biotechnology 2.89% 2.22% -0.67%
4
Aditya Birla Sun Life AMC Limited
₹7.68 Cr
Capital Markets 2.16% 1.56% -0.60%
5
Syrma SGS Technology Limited
₹11.97 Cr
Industrial Manufacturing 2.88% 2.43% -0.45%
6
Bank of Maharashtra
₹11.59 Cr
Banks 2.66% 2.35% -0.31%
7
Granules India Limited
₹11.20 Cr
Pharmaceuticals & Biotechnology 2.58% 2.27% -0.31%
8
Acutaas Chemicals Ltd
₹11.40 Cr
Pharmaceuticals & Biotechnology 2.58% 2.31% -0.27%
9
Apar Industries Limited
₹12.90 Cr
Electrical Equipment 2.81% 2.61% -0.20%
10
Aeroflex Industries Ltd.
₹12.39 Cr
Industrial Products 2.67% 2.51% -0.16%

What Stocks Does This Fund Hold?

41 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹23.68 Cr
Pharmaceuticals & Biotechnology
4.80%
2
₹14.81 Cr
Pharmaceuticals & Biotechnology
3.00%
3
₹14.20 Cr
Industrial Products
2.88%
4
₹13.10 Cr
Auto Components
2.66%
5
₹13.03 Cr
Electrical Equipment
2.64%
6
₹12.92 Cr
It - Hardware
2.62%
7
₹12.90 Cr
Electrical Equipment
2.61%
8
₹12.89 Cr
Automobiles
2.61%
9
₹12.88 Cr
Aerospace & Defense
2.61%
10
₹12.74 Cr
Auto Components
2.58%
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🏦 Union Mutual Fund — Portfolio & Holdings
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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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