← Union Mutual Fund

Union Business Cycle Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
59
Aug 2026
Equity Holdings
₹495.95 Cr
Equity only, excl. debt & cash
AAUM
₹505.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.8%
Diversified
Top 10 Weight
31.9%
Diversified
Changes
64
5 new · 5 exits
Top Sector
Banks
17.4% 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 5 new additions and exited 5 stocks this month. The biggest new buy was Bharti Airtel Limited (Telecom - Services) at 1.87% weight. Motherson Sumi Wiring India Limited was the biggest exit (Auto Components), which was held at 1.62%. Among existing holdings, Jindal Saw Limited saw the biggest increase — now at 1.95% of the portfolio. ICICI Bank Limited was trimmed the most, now at 6.43%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.4%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 24.4% 17.4% -7.1%
Pharmaceuticals & Biotechnology 7.4% 6.8% -0.6%
Construction 6.6% 6.5% -0.1%
Finance 5.1% 6.2% +1.1%
IT - Software 6.2% 6.0% -0.2%
Textiles & Apparels 3.4% 5.8% +2.4%
Chemicals & Petrochemicals 5.0% 5.5% +0.5%
Industrial Products 3.3% 4.8% +1.5%
Electrical Equipment 3.7% 3.8% +0.2%
Healthcare Services 4.2% 3.8% -0.4%
🟢
Biggest New Buy
Bharti Airtel Limited
1.87% weight · Telecom - Services
🔴
Biggest Exit
Motherson Sumi Wiring India Limited
1.62% was held · Auto Components
Biggest Add
Jindal Saw Limited
+1.16% · now 1.95%
Biggest Trim
ICICI Bank Limited
-2.54% · now 6.43%
🤝 Other funds also bought this month
Bharti Airtel Limited 46 funds
Bharti Airtel Limited
quant Teck Fund
BANDHAN BSE Sensex ETF
JioBlackRock Nifty 50 ETF + more
Hindustan Zinc Limited 22 funds
Hindustan Zinc Limited
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth
Mahindra Manulife Value Fund - Direct Plan - Growth
JM Large & Mid Cap Fund (Direct) - Growth Option + more
Welspun Corp Limited 19 funds
Welspun Corp Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
Devyani International Limited 12 funds
Devyani International Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Motilal Oswal Consumption Fund-Direct-Growth
JM Small Cap Fund (Direct) - Growth Option + more
Filatex India Limited 1 fund
Filatex India Limited
Bank of India Aggressive Hybrid Fund
👋 Other funds also exited
Maruti Suzuki India Limited 77 funds
Maruti Suzuki India Limited
Kotak Nifty MNC ETF
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Flexicap Fund - Growth - Direct
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Bank of Maharashtra 28 funds
Bank of Maharashtra
Kotak Nifty PSU Bank ETF
SAMCO ELSS TAX SAVER FUND
Union Active Momentum Fund - Direct Plan - Growth Option + more
Motherson Sumi Wiring India Limited 15 funds
Motherson Sumi Wiring India Limited
LIC MF Small Cap Fund-Direct Plan-Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth + more
Garden Reach Shipbuilders & Engineers Limited 6 funds
Garden Reach Shipbuilders & Engineers Limited
Union Value Fund - Direct Plan - Growth Option
IB52-Groww Nifty Smallcap 250 ETF
Kotak BSE PSU Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 5 Exits ↑ 33 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Bharti Airtel Limited
₹9.66 Cr
Telecom - Services 1.87%
2
Devyani International Limited
₹6.44 Cr
Leisure Services 1.24%
3
Hindustan Zinc Limited
₹2.52 Cr
Non - Ferrous Metals 0.49%
4
Filatex India Limited
₹2.33 Cr
Textiles & Apparels 0.45%
5
Welspun Corp Limited
₹1.65 Cr
Industrial Products 0.32%
#StockSectorLast Weight (Jul 2026)
1
Motherson Sumi Wiring India Limited
₹8.24 Cr
Auto Components 1.62%
2
Maruti Suzuki India Limited
₹6.54 Cr
Automobiles 1.28%
3
Bank of Maharashtra
₹5.10 Cr
Banks 1.00%
4
Garden Reach Shipbuilders & Engineers Limited
₹4.28 Cr
Aerospace & Defense 0.84%
5
Bharat Electronics Limited
₹3.61 Cr
Aerospace & Defense 0.71%
#StockSectorJul 2026Aug 2026Change
1
Jindal Saw Limited
₹10.11 Cr
Industrial Products 0.79% 1.95% +1.16%
2
Shriram Finance Limited
₹14.46 Cr
Finance 1.72% 2.79% +1.07%
3
INDO COUNT INDUSTRIES LIMITED
₹6.56 Cr
Textiles & Apparels 0.35% 1.27% +0.92%
4
One 97 Communications Limited
₹17.17 Cr
Financial Technology (Fintech) 2.63% 3.32% +0.69%
5
Adani Enterprises Limited
₹6.93 Cr
Metals & Minerals Trading 0.67% 1.34% +0.67%
6
Hindustan Copper Limited
₹5.44 Cr
Non - Ferrous Metals 0.40% 1.05% +0.65%
7
Arvind Limited
₹10.89 Cr
Textiles & Apparels 1.63% 2.10% +0.47%
8
Dixon Technologies (India) Limited
₹10.03 Cr
Consumer Durables 1.47% 1.94% +0.47%
9
Gokaldas Exports Limited
₹6.02 Cr
Textiles & Apparels 0.69% 1.16% +0.47%
10
Coforge Limited
₹12.82 Cr
IT - Software 2.18% 2.48% +0.30%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹33.30 Cr
Banks 8.97% 6.43% -2.54%
2
HDFC Bank Limited
₹14.25 Cr
Banks 4.12% 2.75% -1.37%
3
Ujjivan Small Finance Bank Limited
₹7.37 Cr
Banks 2.55% 1.42% -1.13%
4
State Bank of India
₹10.00 Cr
Banks 3.05% 1.93% -1.12%
5
Mankind Pharma Limited
₹3.96 Cr
Pharmaceuticals & Biotechnology 1.47% 0.76% -0.71%
6
Delhivery Limited
₹4.63 Cr
Transport Services 1.51% 0.89% -0.62%
7
Tech Mahindra Limited
₹8.52 Cr
IT - Software 2.23% 1.65% -0.58%
8
Krishna Institute Of Medical Sciences Limited
₹6.65 Cr
Healthcare Services 1.57% 1.28% -0.29%
9
Reliance Industries Limited
₹10.21 Cr
Petroleum Products 2.23% 1.97% -0.26%
10
Apollo Hospitals Enterprise Limited
₹8.33 Cr
Healthcare Services 1.80% 1.61% -0.19%

What Stocks Does This Fund Hold?

59 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹33.30 Cr
Banks
6.43%
2
₹21.97 Cr
Construction
4.24%
3
₹17.17 Cr
Financial Technology (Fintech)
3.32%
4
₹15.82 Cr
Banks
3.05%
5
₹14.46 Cr
Finance
2.79%
6
₹14.25 Cr
Banks
2.75%
7
₹12.82 Cr
IT - Software
2.48%
8
₹12.02 Cr
Auto Components
2.32%
9
₹11.82 Cr
Electrical Equipment
2.28%
10
₹11.41 Cr
Chemicals & Petrochemicals
2.20%
🏆 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.