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Union Business Cycle Fund - Direct Plan - Growth Option

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
59
Jun 2026
Equity Holdings
₹505.87 Cr
Equity only, excl. debt & cash
Top 5 Weight
25.6%
Moderate
Top 10 Weight
39.7%
Diversified
Changes
66
8 new · 8 exits
Top Sector
Banks
26.2% of portfolio
📋 What Happened This Month Union Business Cycle Fund made 8 new additions and exited 8 stocks this month. The biggest new buy was Shriram Finance Limited (Finance) at 1.68% weight. Acutaas Chemicals Ltd was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.30%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 4.57% of the portfolio. Tata Steel Limited was trimmed the most, now at 0.72%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 26.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 19.8% 19.4% -0.4%
Electrical Equipment 6.4% 8.1% +1.7%
Construction 5.0% 7.3% +2.3%
Aerospace & Defense 6.5% 6.9% +0.4%
Pharmaceuticals & Biotechnology 5.5% 6.7% +1.2%
Chemicals & Petrochemicals 5.5% 6.5% +1.0%
Industrial Products 4.3% 5.3% +1.0%
Ferrous Metals 4.6% 4.5% -0.1%
Auto Components 4.5% 4.4% -0.1%
Automobiles 4.5% 3.0% -1.5%
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%
🟢
Biggest New Buy
Shriram Finance Limited
1.68% weight · Finance
🔴
Biggest Exit
Acutaas Chemicals Ltd
2.30% was held · Pharmaceuticals & Biotechnology
Biggest Add
HDFC Bank Limited
+2.18% · now 4.57%
Biggest Trim
Tata Steel Limited
-1.97% · now 0.72%
🤝 Other funds also bought this month
Cholamandalam Investment and Finance Company Ltd 26 funds
Cholamandalam Investment and Finance Company Ltd
Nippon India BSE Sensex Next 30 Index Fund- Direct Plan- Growth Option
Nippon India BSE Sensex Next 30 ETF
DSP BSE SENSEX Next 30 Index Fund - Direct - Growth + more
Shriram Finance Limited 24 funds
Shriram Finance Limited
IB35-Groww Nifty 500 Momentum 50 ETF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Invesco India Transportation and Logistics Fund + more
Adani Enterprises Limited 23 funds
Adani Enterprises Limited
SBI FOCUSED FUND - DIRECT PLAN -GROWTH
UTI - BSE Sensex Next 50 Exchange Traded Fund
SBI BSE Sensex Next 50 ETF + more
Tata Motors Ltd 23 funds
Tata Motors Ltd
IB23-GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
HSBC Focused Fund - Direct Growth
HSBC Large Cap Fund - Direct Growth + more
Coforge Limited 21 funds
Coforge Limited
Invesco India Technology Fund
LIC MF Mid Cap Fund-Direct Plan-Growth
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth + more
RBL Bank Limited 21 funds
RBL Bank Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Axis Momentum Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
SBI Life Insurance Company Limited 42 funds
SBI Life Insurance Company Limited
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth
Bandhan Nifty200 Momentum 30 Index Fund
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Multi Commodity Exchange of India Limited 26 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
UltraTech Cement Limited 25 funds
UltraTech Cement Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Jindal Steel Limited 16 funds
Jindal Steel Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Special Opportunities Fund + more
Tata Motors Passenger Vehicles Limited 12 funds
Tata Motors Passenger Vehicles Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
Axis Momentum Fund - Direct Plan - Growth Option + more
IndusInd Bank Limited 9 funds
IndusInd Bank Limited
Tata Digital India Fund-Direct Plan-Growth
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 8 New Entries 🔴 8 Exits ↑ 31 Increased ↓ 19 Decreased
#StockSectorWeight (Jun 2026)
1
Shriram Finance Limited
₹8.74 Cr
Finance 1.68%
2
Tata Motors Ltd
₹8.44 Cr
Agricultural, Commercial & Construction Vehicles 1.62%
3
RBL Bank Limited
₹6.86 Cr
Banks 1.32%
4
Cholamandalam Investment and Finance Company Ltd
₹6.85 Cr
Finance 1.32%
5
Coforge Limited
₹5.45 Cr
IT - Software 1.05%
6
Tech Mahindra Limited
₹3.99 Cr
IT - Software 0.77%
7
Adani Enterprises Limited
₹3.44 Cr
Metals & Minerals Trading 0.66%
8
Wockhardt Limited
₹2.44 Cr
Pharmaceuticals & Biotechnology 0.47%
#StockSectorLast Weight (May 2026)
1
Acutaas Chemicals Ltd
₹11.79 Cr
Pharmaceuticals & Biotechnology 2.30%
2
Tata Motors Passenger Vehicles Limited
₹10.15 Cr
Automobiles 1.98%
3
Multi Commodity Exchange of India Limited
₹7.39 Cr
Capital Markets 1.45%
4
UltraTech Cement Limited
₹6.70 Cr
Cement & Cement Products 1.31%
5
IndusInd Bank Limited
₹6.48 Cr
Banks 1.27%
6
Jindal Steel Limited
₹4.00 Cr
Ferrous Metals 0.78%
7
SBI Life Insurance Company Limited
₹3.74 Cr
Insurance 0.73%
8
Amber Enterprises India Limited
₹2.59 Cr
Consumer Durables 0.51%
#StockSectorMay 2026Jun 2026Change
1
HDFC Bank Limited
₹23.74 Cr
Banks 2.39% 4.57% +2.18%
2
ICICI Bank Limited
₹43.83 Cr
Banks 6.48% 8.43% +1.95%
3
InterGlobe Aviation Limited
₹15.47 Cr
Transport Services 1.36% 2.97% +1.61%
4
State Bank of India
₹15.55 Cr
Banks 1.46% 2.99% +1.53%
5
Larsen & Toubro Limited
₹23.90 Cr
Construction 3.39% 4.60% +1.21%
6
Krishna Institute Of Medical Sciences Limited
₹8.09 Cr
Healthcare Services 0.49% 1.56% +1.07%
7
Axis Bank Limited
₹25.97 Cr
Banks 4.11% 4.99% +0.88%
8
Zen Technologies Limited
₹5.35 Cr
Aerospace & Defense 0.69% 1.03% +0.34%
9
Mankind Pharma Limited
₹5.34 Cr
Pharmaceuticals & Biotechnology 0.69% 1.03% +0.34%
10
Apollo Hospitals Enterprise Limited
₹8.91 Cr
Healthcare Services 1.43% 1.71% +0.28%
#StockSectorMay 2026Jun 2026Change
1
Tata Steel Limited
₹3.74 Cr
Ferrous Metals 2.69% 0.72% -1.97%
2
Bharat Electronics Limited
₹5.15 Cr
Aerospace & Defense 2.94% 0.99% -1.95%
3
Max Financial Services Limited
₹5.12 Cr
Insurance 2.14% 0.98% -1.16%
4
Bharat Heavy Electricals Limited
₹15.61 Cr
Electrical Equipment 4.15% 3.00% -1.15%
5
Solar Industries India Limited
₹13.29 Cr
Chemicals & Petrochemicals 3.54% 2.56% -0.98%
6
PVR INOX Limited
₹3.89 Cr
Entertainment 1.67% 0.75% -0.92%
7
Aurobindo Pharma Limited
₹4.00 Cr
Pharmaceuticals & Biotechnology 1.50% 0.77% -0.73%
8
Cummins India Limited
₹14.28 Cr
Industrial Products 3.25% 2.75% -0.50%
9
Mphasis Limited
₹5.00 Cr
IT - Software 1.44% 0.96% -0.48%
10
JSW Energy Limited
₹10.90 Cr
Power 2.44% 2.10% -0.34%

What Stocks Does This Fund Hold?

59 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹43.83 Cr
Banks
8.43%
2
₹25.97 Cr
Banks
4.99%
3
₹23.90 Cr
Construction
4.60%
4
₹23.74 Cr
Banks
4.57%
5
₹15.61 Cr
Electrical Equipment
3.00%
6
₹15.55 Cr
Banks
2.99%
7
₹15.47 Cr
Transport Services
2.97%
8
₹14.49 Cr
Electrical Equipment
2.79%
9
₹14.28 Cr
Industrial Products
2.75%
10
₹13.69 Cr
Construction
2.63%
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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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