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Union Active Momentum Fund - Direct Plan - Growth Option

Equity Data as of Apr 2026 Comparing Feb 2026 → Apr 2026
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Stocks Held
56
Apr 2026
Equity Holdings
₹385.64 Cr
Equity only, excl. debt & cash
Top 5 Weight
17.6%
Diversified
Top 10 Weight
31.4%
Diversified
Changes
67
32 new · 11 exits
Top Sector
Banks
16.9% of portfolio
📋 What Happened This Month Union Active Momentum Fund made 32 new additions and exited 11 stocks this month. The biggest new buy was Sai Life Sciences Limited (Pharmaceuticals & Biotechnology) at 1.37% weight. Bank of India was the biggest exit (Banks), which was held at 3.06%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 4.93% of the portfolio. Prime Focus Limited was trimmed the most, now at 1.13%. MTAR Technologies Limited remains the top holding with Banks the dominant sector at 16.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jan 2026 Feb 2026
Sector Prev Curr Delta
Banks 17.1% 25.7% +8.6%
Finance 22.0% 11.2% -10.8%
Ferrous Metals 0.0% 8.9% +8.9%
Capital Markets 3.4% 5.8% +2.5%
Non - Ferrous Metals 6.8% 5.5% -1.3%
Auto Components 1.3% 3.5% +2.2%
Petroleum Products 0.0% 3.1% +3.1%
Diversified Metals 3.3% 3.0% -0.3%
Aerospace & Defense 0.0% 3.0% +3.0%
Transport Infrastructure 2.5% 2.9% +0.4%
Feb 2026 Apr 2026
Sector Prev Curr Delta
Banks 25.7% 16.9% -8.8%
Capital Markets 5.8% 9.4% +3.6%
Industrial Products 2.9% 7.9% +5.0%
Ferrous Metals 8.9% 7.9% -1.0%
Pharmaceuticals & Biotechnology 2.1% 5.9% +3.8%
Aerospace & Defense 3.0% 5.8% +2.9%
Non - Ferrous Metals 5.5% 5.4% 0.0%
Electrical Equipment 0.0% 3.7% +3.7%
Food Products 2.7% 2.9% +0.2%
Finance 11.2% 2.6% -8.6%
🟢
Biggest New Buy
Sai Life Sciences Limited
1.37% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Bank of India
3.06% was held · Banks
Biggest Add
MTAR Technologies Limited
+1.98% · now 4.93%
Biggest Trim
Prime Focus Limited
-1.57% · now 1.13%
🤝 Other funds also bought this month
Cummins India Limited 108 funds
Cummins India Limited
SBI Nifty Midcap 150 Momentum 50 ETF
ICICI Prudential Manufacturing Fund
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth + more
Titan Company Limited 98 funds
Titan Company Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)] + more
GE Vernova T&D India Limited 74 funds
GE Vernova T&D India Limited
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - Growth
HSBC Midcap Fund - Direct Growth
ICICI Prudential BSE Midcap Select ETF + more
BSE Limited 63 funds
BSE Limited
SBI Nifty Midcap 150 Momentum 50 ETF
Bandhan Nifty200 Momentum 30 Index Fund
HSBC Midcap Fund - Direct Growth + more
Laurus Labs Limited 62 funds
Laurus Labs Limited
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Mirae Asset Healthcare Fund Direct Growth + more
AU Small Finance Bank Limited 48 funds
AU Small Finance Bank Limited
quant BFSI Fund - Growth Option - Direct Plan
HDFC NIFTY Bank ETF - GROWTH
Mirae Asset Nifty Bank ETF + more
👋 Other funds also exited
Vedanta Limited 64 funds
Vedanta Limited
SBI Quant Fund- Direct Plan- Growth
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
State Bank of India 34 funds
State Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth + more
Bharat Petroleum Corporation Limited 28 funds
Bharat Petroleum Corporation Limited
SBI Quant Fund- Direct Plan- Growth
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Axis Quant Fund - Direct Plan - Growth + more
Cholamandalam Investment and Finance Company Ltd 24 funds
Cholamandalam Investment and Finance Company Ltd
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option
JM Focused Fund (Direct) - Growth Option
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
FSN E-Commerce Ventures Limited 15 funds
FSN E-Commerce Ventures Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Kotak Consumption Fund - Direct plan - Growth Option
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH + more
Mahindra & Mahindra Financial Services Limited 14 funds
Mahindra & Mahindra Financial Services Limited
Axis Quant Fund - Direct Plan - Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
JM Large & Mid Cap Fund (Direct) - Growth Option + more

What Changed?

Comparing Feb 2026 → Apr 2026

Feb 2026 Apr 2026
🟢 32 New Entries 🔴 11 Exits ↑ 6 Increased ↓ 18 Decreased
#StockSectorWeight (Apr 2026)
1
Sai Life Sciences Limited
₹6.04 Cr
Pharmaceuticals & Biotechnology 1.37%
2
AU Small Finance Bank Limited
₹5.77 Cr
Banks 1.31%
3
Aditya Birla Sun Life AMC Limited
₹4.70 Cr
Capital Markets 1.07%
4
Hitachi Energy India Limited
₹3.96 Cr
Electrical Equipment 0.90%
5
Sterlite Technologies Limited
₹3.93 Cr
Telecom - Equipment & Accessories 0.89%
6
Apar Industries Limited
₹3.91 Cr
Electrical Equipment 0.89%
7
BSE Limited
₹3.89 Cr
Capital Markets 0.88%
8
Glenmark Pharmaceuticals Limited
₹3.89 Cr
Pharmaceuticals & Biotechnology 0.88%
9
Adani Power Limited
₹3.88 Cr
Power 0.88%
10
Anand Rathi Wealth Limited
₹3.88 Cr
Capital Markets 0.88%
#StockSectorLast Weight (Feb 2026)
1
Bank of India
₹13.61 Cr
Banks 3.06%
2
State Bank of India
₹13.59 Cr
Banks 3.05%
3
Bharat Petroleum Corporation Limited
₹13.59 Cr
Petroleum Products 3.05%
4
Vedanta Limited
₹13.18 Cr
Diversified Metals 2.96%
5
Cholamandalam Investment and Finance Company Ltd
₹12.95 Cr
Finance 2.91%
6
Karur Vysya Bank Limited
₹12.86 Cr
Banks 2.89%
7
FSN E-Commerce Ventures Limited
₹12.50 Cr
Retailing 2.81%
8
Mahindra & Mahindra Financial Services Limited
₹11.65 Cr
Finance 2.62%
9
Manappuram Finance Limited
₹11.60 Cr
Finance 2.61%
10
Craftsman Automation Limited
₹7.73 Cr
Auto Components 1.74%
#StockSectorFeb 2026Apr 2026Change
1
MTAR Technologies Limited
₹21.70 Cr
Aerospace & Defense 2.95% 4.93% +1.98%
2
Multi Commodity Exchange of India Limited
₹15.56 Cr
Capital Markets 2.95% 3.53% +0.58%
3
Bajaj Consumer Care Limited
₹9.83 Cr
Personal Products 1.80% 2.23% +0.43%
4
National Aluminium Company Limited
₹13.36 Cr
Non - Ferrous Metals 2.74% 3.04% +0.30%
5
Nippon Life India Asset Management Limited
₹13.48 Cr
Capital Markets 2.86% 3.06% +0.20%
6
Avanti Feeds Limited
₹12.58 Cr
Food Products 2.70% 2.86% +0.16%
#StockSectorFeb 2026Apr 2026Change
1
Prime Focus Limited
₹4.96 Cr
Entertainment 2.70% 1.13% -1.57%
2
JSW Steel Limited
₹8.24 Cr
Ferrous Metals 2.86% 1.87% -0.99%
3
City Union Bank Limited
₹8.22 Cr
Banks 2.80% 1.87% -0.93%
4
Acutaas Chemicals Ltd
₹5.51 Cr
Pharmaceuticals & Biotechnology 2.06% 1.25% -0.81%
5
Tata Steel Limited
₹9.41 Cr
Ferrous Metals 2.91% 2.14% -0.77%
6
Adani Ports and Special Economic Zone Limited
₹9.55 Cr
Transport Infrastructure 2.93% 2.17% -0.76%
7
Ashok Leyland Limited
₹9.65 Cr
Agricultural, Commercial & Construction Vehicles 2.90% 2.19% -0.71%
8
Indian Bank
₹11.74 Cr
Banks 3.15% 2.67% -0.48%
9
APL Apollo Tubes Limited
₹10.62 Cr
Industrial Products 2.87% 2.41% -0.46%
10
Shriram Finance Limited
₹11.56 Cr
Finance 3.07% 2.63% -0.44%

Full Portfolio

56 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹21.70 Cr
Aerospace & Defense
4.93%
2
₹15.56 Cr
Capital Markets
3.53%
3
₹13.48 Cr
Capital Markets
3.06%
4
₹13.36 Cr
Non - Ferrous Metals
3.04%
5
₹13.20 Cr
Ferrous Metals
3.00%
6
₹12.61 Cr
Banks
2.86%
7
₹12.58 Cr
Food Products
2.86%
8
₹12.01 Cr
Banks
2.73%
9
₹11.90 Cr
Banks
2.70%
10
₹11.74 Cr
Banks
2.67%
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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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