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Union Business Cycle Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
59
Jul 2026
Equity Holdings
₹493.16 Cr
Equity only, excl. debt & cash
AAUM
₹505.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.5%
Diversified
Top 10 Weight
35.4%
Diversified
Changes
63
6 new · 6 exits
Top Sector
Banks
24.4% of portfolio
Launch Date
13 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹505.40 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 Business Cycle Fund made 6 new additions and exited 6 stocks this month. The biggest new buy was Prestige Estates Projects Limited (Realty) at 1.97% weight. JSW Energy Limited was the biggest exit (Power), which was held at 2.10%. Among existing holdings, Tech Mahindra Limited saw the biggest increase — now at 2.23% of the portfolio. InterGlobe Aviation Limited was trimmed the most, now at 1.01%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 24.4%. ↓ 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
Banks 19.4% 26.2% +6.8%
Construction 7.3% 8.6% +1.3%
Electrical Equipment 8.1% 6.8% -1.3%
Chemicals & Petrochemicals 6.5% 5.6% -0.9%
Aerospace & Defense 6.9% 5.5% -1.4%
Industrial Products 5.3% 5.1% -0.2%
Pharmaceuticals & Biotechnology 6.7% 4.6% -2.1%
Auto Components 4.4% 4.5% +0.1%
Finance 1.3% 4.4% +3.1%
Healthcare Services 2.4% 3.7% +1.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 26.2% 24.4% -1.7%
Pharmaceuticals & Biotechnology 4.6% 7.4% +2.8%
Construction 8.6% 6.6% -2.0%
IT - Software 2.8% 6.2% +3.4%
Finance 4.4% 5.1% +0.6%
Chemicals & Petrochemicals 5.6% 5.0% -0.6%
Auto Components 4.5% 4.9% +0.5%
Healthcare Services 3.7% 4.2% +0.4%
Aerospace & Defense 5.5% 3.7% -1.8%
Electrical Equipment 6.8% 3.7% -3.1%
🟢
Biggest New Buy
Prestige Estates Projects Limited
1.97% weight · Realty
🔴
Biggest Exit
JSW Energy Limited
2.10% was held · Power
Biggest Add
Tech Mahindra Limited
+1.46% · now 2.23%
Biggest Trim
InterGlobe Aviation Limited
-1.96% · now 1.01%
🤝 Other funds also bought this month
Dixon Technologies (India) Limited 26 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
Invesco India Focused Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Prestige Estates Projects Limited 26 funds
Prestige Estates Projects Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
HSBC Midcap Fund - Direct Growth + more
Cipla Limited 20 funds
Cipla Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Delhivery Limited 19 funds
Delhivery Limited
Invesco India Focused Fund
Old Bridge Flexi Cap Fund
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Dr. Lal Path Labs Limited 9 funds
Dr. Lal Path Labs Limited
JM Focused Fund (Direct) - Growth Option
WhiteOak Capital Pharma and Healthcare Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND + more
Angel One Limited 5 funds
Angel One Limited
Edel BSE Capital Markets & Insurance ETF
Navi Nifty SmallCap250 Momentum Qlty 100
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION + more
👋 Other funds also exited
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Max Financial Services Limited 31 funds
Max Financial Services Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + more
Bandhan Bank Limited 26 funds
Bandhan Bank Limited
Groww Nifty Smallcap250 ETF
Invesco India Transportation and Logistics Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option + more
JSW Energy Limited 26 funds
JSW Energy Limited
Groww BSE Power ETF FOF
Union Consumption Fund - Direct Plan - Growth Option
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Suzlon Energy Limited 23 funds
Suzlon Energy Limited
Groww BSE Power ETF FOF
Mirae Asset Nifty Energy ETF
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Syngene International Limited 12 funds
Syngene International Limited
Groww Nifty Smallcap250 ETF
Old Bridge Flexi Cap Fund
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 6 Exits ↑ 31 Increased ↓ 20 Decreased
#StockSectorWeight (Jul 2026)
1
Prestige Estates Projects Limited
₹10.04 Cr
Realty 1.97%
2
Cipla Limited
₹9.00 Cr
Pharmaceuticals & Biotechnology 1.77%
3
Delhivery Limited
₹7.68 Cr
Transport Services 1.51%
4
Dixon Technologies (India) Limited
₹7.50 Cr
Consumer Durables 1.47%
5
Angel One Limited
₹4.56 Cr
Capital Markets 0.89%
6
Dr. Lal Path Labs Limited
₹3.98 Cr
Healthcare Services 0.78%
#StockSectorLast Weight (Jun 2026)
1
JSW Energy Limited
₹10.90 Cr
Power 2.10%
2
Suzlon Energy Limited
₹5.28 Cr
Electrical Equipment 1.01%
3
Max Financial Services Limited
₹5.12 Cr
Insurance 0.98%
4
Tata Steel Limited
₹3.74 Cr
Ferrous Metals 0.72%
5
Bandhan Bank Limited
₹3.55 Cr
Banks 0.68%
6
Syngene International Limited
₹2.35 Cr
Healthcare Services 0.45%
#StockSectorJun 2026Jul 2026Change
1
Tech Mahindra Limited
₹11.35 Cr
IT - Software 0.77% 2.23% +1.46%
2
Coforge Limited
₹11.11 Cr
IT - Software 1.05% 2.18% +1.13%
3
One 97 Communications Limited
₹13.43 Cr
Financial Technology (Fintech) 1.59% 2.63% +1.04%
4
Mphasis Limited
₹9.13 Cr
IT - Software 0.96% 1.79% +0.83%
5
Arvind Limited
₹8.29 Cr
Textiles & Apparels 1.01% 1.63% +0.62%
6
ICICI Bank Limited
₹45.75 Cr
Banks 8.43% 8.97% +0.54%
7
Ujjivan Small Finance Bank Limited
₹13.03 Cr
Banks 2.06% 2.55% +0.49%
8
360 One WAM Limited
₹6.09 Cr
Capital Markets 0.71% 1.19% +0.48%
9
Sona BLW Precision Forgings Limited
₹11.38 Cr
Auto Components 1.76% 2.23% +0.47%
10
Mankind Pharma Limited
₹7.50 Cr
Pharmaceuticals & Biotechnology 1.03% 1.47% +0.44%
#StockSectorJun 2026Jul 2026Change
1
InterGlobe Aviation Limited
₹5.13 Cr
Transport Services 2.97% 1.01% -1.96%
2
Axis Bank Limited
₹16.25 Cr
Banks 4.99% 3.19% -1.80%
3
Data Patterns (India) Limited
₹5.92 Cr
Aerospace & Defense 2.63% 1.16% -1.47%
4
Cummins India Limited
₹6.95 Cr
Industrial Products 2.75% 1.36% -1.39%
5
GE Vernova T&D India Limited
₹7.82 Cr
Electrical Equipment 2.79% 1.53% -1.26%
6
Power Mech Projects Limited
₹8.61 Cr
Construction 2.63% 1.69% -0.94%
7
Bharat Heavy Electricals Limited
₹10.87 Cr
Electrical Equipment 3.00% 2.13% -0.87%
8
ITD Cementation India Limited
₹3.76 Cr
Construction 1.36% 0.74% -0.62%
9
Solar Industries India Limited
₹10.43 Cr
Chemicals & Petrochemicals 2.56% 2.05% -0.51%
10
HDFC Bank Limited
₹21.00 Cr
Banks 4.57% 4.12% -0.45%

What Stocks Does This Fund Hold?

59 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹45.75 Cr
Banks
8.97%
2
₹21.40 Cr
Construction
4.20%
3
₹21.00 Cr
Banks
4.12%
4
₹16.25 Cr
Banks
3.19%
5
₹15.56 Cr
Banks
3.05%
6
₹13.43 Cr
Financial Technology (Fintech)
2.63%
7
₹13.03 Cr
Banks
2.55%
8
₹11.35 Cr
IT - Software
2.23%
9
₹11.36 Cr
Petroleum Products
2.23%
10
₹11.38 Cr
Auto Components
2.23%
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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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