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Union Aggressive Hybrid Fund - Direct Plan - Growth Option

Aggressive Hybrid Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
69
Aug 2026
Equity Holdings
₹562.96 Cr
Equity only, excl. debt & cash
AAUM
₹635.06 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.3%
Diversified
Top 10 Weight
23.2%
Diversified
Changes
78
11 new · 10 exits
Top Sector
Banks
14.8% of portfolio
Launch Date
27 Nov 2020
6 years old

AAUM (Average Assets Under Management) of ₹635.06 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 Aggressive Hybrid Fund made 11 new additions and exited 10 stocks this month. The biggest new buy was Manipal Health Enterprises Ltd (Healthcare Services) at 1.15% weight. Sona BLW Precision Forgings Limited was the biggest exit (Auto Components), which was held at 1.55%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 1.17% of the portfolio. ICICI Bank Limited was trimmed the most, now at 3.03%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 14.8%. ↓ 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
Banks 19.5% 17.7% -1.8%
Pharmaceuticals & Biotechnology 4.0% 5.8% +1.8%
Auto Components 3.7% 4.3% +0.6%
Finance 4.7% 3.8% -0.9%
IT - Software 2.5% 3.2% +0.7%
Telecom - Services 3.1% 3.2% +0.1%
Construction 3.8% 3.1% -0.7%
Automobiles 3.3% 3.0% -0.4%
Retailing 2.9% 3.0% +0.1%
Capital Markets 2.9% 2.7% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.7% 14.8% -2.9%
Pharmaceuticals & Biotechnology 5.8% 5.0% -0.8%
Finance 3.8% 4.6% +0.8%
Construction 3.1% 4.0% +0.9%
IT - Software 3.2% 3.2% -0.1%
Electrical Equipment 1.9% 3.0% +1.1%
Telecom - Services 3.2% 3.0% -0.2%
Transport Services 1.7% 2.9% +1.3%
Auto Components 4.3% 2.8% -1.6%
Capital Markets 2.7% 2.7% 0.0%
🟢
Biggest New Buy
Manipal Health Enterprises Ltd
1.15% weight · Healthcare Services
🔴
Biggest Exit
Sona BLW Precision Forgings Limited
1.55% was held · Auto Components
Biggest Add
One 97 Communications Limited
+0.59% · now 1.17%
Biggest Trim
ICICI Bank Limited
-2.84% · now 3.03%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Shiprocket Limited 47 funds
Shiprocket Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
UTI Innovation Fund - Direct Plan - Growth Option
Union Consumption Fund - Direct Plan - Growth Option + more
Manipal Health Enterprises Ltd 25 funds
Manipal Health Enterprises Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Motilal Oswal Consumption Fund-Direct-Growth + more
ABB India Limited 22 funds
ABB India Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Axis Nifty Energy Index Fund + more
Navin Fluorine International Limited 21 funds
Navin Fluorine International Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
JM Large & Mid Cap Fund (Direct) - Growth Option
Mirae Asset Nifty Smallcap 250 ETF + more
PNB Housing Finance Limited 19 funds
PNB Housing Finance Limited
ICICI Prudential Focused Fund
Baroda BNP Paribas Services Fund
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
👋 Other funds also exited
Sun Pharmaceutical Industries Limited 68 funds
Sun Pharmaceutical Industries Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund + more
Eternal Limited 64 funds
Eternal Limited
Mirae Asset Great Consumer Fund
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Technology Fund - Direct Plan - Growth Option + more
Tata Consultancy Services Limited 51 funds
Tata Consultancy Services Limited
Kotak Nifty IT ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
HDFC Nifty Growth Sectors 15 ETF + more
Dixon Technologies (India) Limited 46 funds
Dixon Technologies (India) Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Nifty200 Quality 30 ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Max Healthcare Institute Limited 39 funds
Max Healthcare Institute Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
Krishna Institute Of Medical Sciences Limited 31 funds
Krishna Institute Of Medical Sciences Limited
Kotak-Small Cap Fund - Growth - Direct
Kotak Business Cycle - Direct Plan - Growth
Mirae Asset Healthcare Fund Direct Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 11 New Entries 🔴 10 Exits ↑ 25 Increased ↓ 32 Decreased
#StockSectorWeight (Aug 2026)
1
Manipal Health Enterprises Ltd
₹8.92 Cr
Healthcare Services 1.15%
2
Shiprocket Limited
₹8.47 Cr
Transport Services 1.09%
3
Dhoot Transmission Ltd
₹8.11 Cr
Automobile and Auto Components 1.04%
4
RBL Bank Limited
₹7.61 Cr
Banks 0.98%
5
Sai Life Sciences Limited
₹7.59 Cr
Pharmaceuticals & Biotechnology 0.98%
6
ABB India Limited
₹7.56 Cr
Electrical Equipment 0.97%
7
PNB Housing Finance Limited
₹7.47 Cr
Finance 0.96%
8
GlaxoSmithKline Pharmaceuticals Limited
₹5.80 Cr
Pharmaceuticals & Biotechnology 0.75%
9
KRN Heat Exchanger & Refrigeration Ltd
₹5.78 Cr
Industrial Products 0.74%
10
Navin Fluorine International Limited
₹5.47 Cr
Chemicals & Petrochemicals 0.70%
#StockSectorLast Weight (Jul 2026)
1
Sona BLW Precision Forgings Limited
₹11.85 Cr
Auto Components 1.55%
2
Eternal Limited
₹8.85 Cr
Retailing 1.16%
3
Sun Pharmaceutical Industries Limited
₹7.86 Cr
Pharmaceuticals & Biotechnology 1.03%
4
Krishna Institute Of Medical Sciences Limited
₹7.59 Cr
Healthcare Services 1.00%
5
JSW Infrastructure Ltd
₹7.22 Cr
Transport Infrastructure 0.95%
6
Dixon Technologies (India) Limited
₹5.90 Cr
Consumer Durables 0.77%
7
Max Healthcare Institute Limited
₹4.17 Cr
Healthcare Services 0.55%
8
Corona Remedies Limited
₹3.94 Cr
Pharmaceuticals & Biotechnology 0.52%
9
Mankind Pharma Limited
₹3.61 Cr
Pharmaceuticals & Biotechnology 0.47%
10
Tata Consultancy Services Limited
₹9.46 L
IT - Software 0.01%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹9.10 Cr
Financial Technology (Fintech) 0.58% 1.17% +0.59%
2
ITD Cementation India Limited
₹7.35 Cr
Construction 0.47% 0.95% +0.48%
3
Engineers India Limited
₹8.30 Cr
Construction 0.66% 1.07% +0.41%
4
Shadowfax Technologies Ltd.
₹7.50 Cr
Transport Services 0.69% 0.96% +0.27%
5
Bharti Airtel Limited
₹13.23 Cr
Telecom - Services 1.50% 1.70% +0.20%
6
Clean Max Enviro Energy Solutions Limited #
₹7.66 Cr
Power 0.85% 0.99% +0.14%
7
LG Electronics India Ltd
₹7.47 Cr
Consumer Durables 0.86% 0.96% +0.10%
8
Axis Bank Limited
₹18.46 Cr
Banks 2.29% 2.38% +0.09%
9
Bharat Heavy Electricals Limited
₹11.42 Cr
Electrical Equipment 1.38% 1.47% +0.09%
10
Bharat Electronics Limited
₹7.44 Cr
Aerospace & Defense 0.91% 0.96% +0.05%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹23.55 Cr
Banks 5.87% 3.03% -2.84%
2
Ujjivan Small Finance Bank Limited
₹6.91 Cr
Banks 1.80% 0.89% -0.91%
3
Solar Industries India Limited
₹4.02 Cr
Chemicals & Petrochemicals 1.25% 0.52% -0.73%
4
Divi's Laboratories Limited
₹9.47 Cr
Pharmaceuticals & Biotechnology 1.65% 1.22% -0.43%
5
Bharti Hexacom Limited
₹10.05 Cr
Telecom - Services 1.69% 1.29% -0.40%
6
FSN E-Commerce Ventures Limited
₹5.07 Cr
Retailing 1.05% 0.65% -0.40%
7
HDFC Bank Limited
₹33.39 Cr
Banks 4.62% 4.30% -0.32%
8
Dr. Lal Path Labs Limited
₹5.80 Cr
Healthcare Services 1.07% 0.75% -0.32%
9
Ather Energy Limited
₹9.04 Cr
Automobiles 1.37% 1.16% -0.21%
10
Bajaj Finance Limited
₹14.80 Cr
Finance 2.10% 1.91% -0.19%

What Stocks Does This Fund Hold?

69 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹33.39 Cr
Banks
4.30%
2
₹23.55 Cr
Banks
3.03%
3
₹20.46 Cr
Banks
2.63%
4
₹18.46 Cr
Banks
2.38%
5
₹15.45 Cr
Petroleum Products
1.99%
6
₹15.35 Cr
Construction
1.98%
7
₹14.80 Cr
Finance
1.91%
8
₹13.83 Cr
IT - Software
1.78%
9
₹13.23 Cr
Telecom - Services
1.70%
10
₹11.52 Cr
Automobiles
1.48%
🏆 Top stocks held by Aggressive Hybrid funds
See which stocks all active Aggressive Hybrid 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.

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