← Union Mutual Fund

Union Consumption Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
43
Jul 2026
Equity Holdings
₹329.66 Cr
Equity only, excl. debt & cash
AAUM
₹314.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.1%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
45
5 new · 3 exits
Top Sector
Retailing
18.0% of portfolio
Launch Date
01 Dec 2025
1 years old

AAUM (Average Assets Under Management) of ₹314.59 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 Consumption Fund made 5 new additions and exited 3 stocks this month. The biggest new buy was Shadowfax Technologies Ltd. (Transport Services) at 1.24% weight. JSW Energy Limited was the biggest exit (Power), which was held at 1.92%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 5.73% of the portfolio. Hindustan Unilever Limited was trimmed the most, now at 2.06%. Bharti Airtel Limited remains the top holding with Retailing the dominant sector at 18.0%. ↓ 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
Retailing 19.0% 19.6% +0.6%
Automobiles 15.4% 15.1% -0.3%
Consumer Durables 12.5% 13.2% +0.7%
Beverages 7.8% 8.0% +0.2%
Telecom - Services 7.3% 7.1% -0.2%
Agricultural Food & other Products 6.6% 6.0% -0.5%
Diversified FMCG 4.8% 3.9% -0.9%
Food Products 4.4% 3.7% -0.6%
Personal Products 2.5% 2.7% +0.2%
Transport Services 1.1% 2.4% +1.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Retailing 19.6% 18.0% -1.6%
Automobiles 15.1% 16.9% +1.8%
Consumer Durables 13.2% 13.6% +0.4%
Telecom - Services 7.1% 7.5% +0.4%
Beverages 8.0% 7.4% -0.6%
Agricultural Food & other Products 6.0% 5.8% -0.3%
Food Products 3.7% 3.7% 0.0%
Transport Services 2.4% 3.5% +1.2%
Diversified FMCG 3.9% 3.1% -0.8%
Personal Products 2.7% 2.6% -0.1%
🟢
Biggest New Buy
Shadowfax Technologies Ltd.
1.24% weight · Transport Services
🔴
Biggest Exit
JSW Energy Limited
1.92% was held · Power
Biggest Add
Mahindra & Mahindra Limited
+1.14% · now 5.73%
Biggest Trim
Hindustan Unilever Limited
-0.76% · now 2.06%
🤝 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
Union Business Cycle Fund - Direct Plan - Growth Option + more
Shadowfax Technologies Ltd. 19 funds
Shadowfax Technologies Ltd.
LIC MF Technology Fund-Direct Plan-Growth
Union Flexi Cap Fund - Direct Plan - Growth Option
LIC MF Consumption Fund-Direct Plan-Growth + more
Hyundai Motor India Ltd 18 funds
Hyundai Motor India Ltd
Nippon India MNC Fund
LIC MF Focused Fund-Direct Plan-Growth
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more
ZF Commercial Vehicle Control Systems India Limited 6 funds
ZF Commercial Vehicle Control Systems India Limited
ITI Focused Equity Fund
Baroda BNP Paribas ESG Best-in-Class Strategy Fund
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vishal Mega Mart Limited 29 funds
Vishal Mega Mart Limited
Invesco India Consumption Fund - Direct Plan - Growth
Bank of India Mid Cap Fund - Direct Plan Growth
LIC MF Mid Cap Fund-Direct Plan-Growth + more
JSW Energy Limited 26 funds
JSW Energy Limited
Groww BSE Power ETF FOF
Union Business Cycle Fund - Direct Plan - Growth Option
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 3 Exits ↑ 18 Increased ↓ 19 Decreased
#StockSectorWeight (Jul 2026)
1
Shadowfax Technologies Ltd.
₹4.13 Cr
Transport Services 1.24%
2
Prestige Estates Projects Limited
₹2.26 Cr
Realty 0.68%
3
Hyundai Motor India Ltd
₹1.53 Cr
Automobiles 0.46%
4
Dixon Technologies (India) Limited
₹1.40 Cr
Consumer Durables 0.42%
5
ZF Commercial Vehicle Control Systems India Limited
₹60.45 L
Auto Components 0.18%
#StockSectorLast Weight (Jun 2026)
1
JSW Energy Limited
₹6.30 Cr
Power 1.92%
2
Vishal Mega Mart Limited
₹3.13 Cr
Retailing 0.95%
3
Avenue Supermarts Limited
₹3.07 Cr
Retailing 0.93%
#StockSectorJun 2026Jul 2026Change
1
Mahindra & Mahindra Limited
₹19.08 Cr
Automobiles 4.59% 5.73% +1.14%
2
ICICI Bank Limited
₹8.11 Cr
Banks 1.67% 2.43% +0.76%
3
TVS Motor Company Limited
₹5.43 Cr
Automobiles 0.96% 1.63% +0.67%
4
Eternal Limited
₹19.51 Cr
Retailing 5.19% 5.85% +0.66%
5
One 97 Communications Limited
₹6.55 Cr
Financial Technology (Fintech) 1.53% 1.96% +0.43%
6
Bharti Airtel Limited
₹24.87 Cr
Telecom - Services 7.11% 7.46% +0.35%
7
Ather Energy Limited
₹10.02 Cr
Automobiles 2.76% 3.01% +0.25%
8
Dr. Lal Path Labs Limited
₹6.48 Cr
Healthcare Services 1.70% 1.94% +0.24%
9
FSN E-Commerce Ventures Limited
₹9.34 Cr
Retailing 2.65% 2.80% +0.15%
10
Berger Paints (I) Limited
₹5.95 Cr
Consumer Durables 1.67% 1.78% +0.11%
#StockSectorJun 2026Jul 2026Change
1
Hindustan Unilever Limited
₹6.86 Cr
Diversified FMCG 2.82% 2.06% -0.76%
2
Maruti Suzuki India Limited
₹20.23 Cr
Automobiles 6.75% 6.07% -0.68%
3
Varun Beverages Limited
₹12.88 Cr
Beverages 4.50% 3.86% -0.64%
4
Trent Limited
₹13.18 Cr
Retailing 4.38% 3.95% -0.43%
5
Tata Consumer Products Limited
₹9.79 Cr
Agricultural Food & other Products 3.29% 2.94% -0.35%
6
LG Electronics India Ltd
₹9.65 Cr
Consumer Durables 3.06% 2.89% -0.17%
7
KEI Industries Limited
₹5.00 Cr
Industrial Products 1.65% 1.50% -0.15%
8
Arvind Fashions Limited
₹5.94 Cr
Retailing 1.89% 1.78% -0.11%
9
Honasa Consumer Limited
₹8.75 Cr
Personal Products 2.71% 2.62% -0.09%
10
InterGlobe Aviation Limited
₹3.94 Cr
Transport Services 1.27% 1.18% -0.09%

What Stocks Does This Fund Hold?

43 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹24.87 Cr
Telecom - Services
7.46%
2
₹20.23 Cr
Automobiles
6.07%
3
₹19.51 Cr
Retailing
5.85%
4
₹19.08 Cr
Automobiles
5.73%
5
₹13.18 Cr
Retailing
3.95%
6
₹12.88 Cr
Beverages
3.86%
7
₹12.14 Cr
Consumer Durables
3.64%
8
₹11.63 Cr
Beverages
3.49%
9
₹10.02 Cr
Automobiles
3.01%
10
₹10.01 Cr
Food Products
3.00%
🏆 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.