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Union Flexi Cap Fund - Direct Plan - Growth Option

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
72
Aug 2026
Equity Holdings
₹2,393.11 Cr
Equity only, excl. debt & cash
AAUM
₹2,269.71 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.1%
Diversified
Top 10 Weight
30.9%
Diversified
Changes
78
8 new · 6 exits
Top Sector
Banks
20.1% of portfolio
Launch Date
20 May 2011
10+ year track record

AAUM (Average Assets Under Management) of ₹2,269.71 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 Flexi Cap Fund made 8 new additions and exited 6 stocks this month. The biggest new buy was Dhoot Transmission Ltd (Automobile and Auto Components) at 1.50% weight. Krishna Institute Of Medical Sciences Limited was the biggest exit (Healthcare Services), which was held at 1.44%. Among existing holdings, ITD Cementation India Limited saw the biggest increase — now at 1.65% of the portfolio. JSW Energy Limited was trimmed the most, now at 0.69%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.1%. ↓ 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 22.4% 21.3% -1.2%
Pharmaceuticals & Biotechnology 6.6% 8.8% +2.2%
Finance 5.1% 6.9% +1.8%
Retailing 4.3% 5.2% +0.9%
IT - Software 3.0% 4.5% +1.6%
Auto Components 4.1% 4.4% +0.4%
Chemicals & Petrochemicals 4.0% 3.9% 0.0%
Healthcare Services 3.5% 3.9% +0.4%
Automobiles 4.4% 3.5% -0.9%
Industrial Products 3.4% 3.1% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 21.3% 20.1% -1.2%
Pharmaceuticals & Biotechnology 8.8% 9.5% +0.8%
Finance 6.9% 6.8% -0.2%
Retailing 5.2% 5.3% +0.0%
IT - Software 4.5% 5.1% +0.5%
Electrical Equipment 2.6% 3.8% +1.2%
Transport Services 2.6% 3.7% +1.1%
Automobiles 3.5% 3.6% +0.1%
Auto Components 4.4% 3.5% -1.0%
Chemicals & Petrochemicals 3.9% 3.3% -0.6%
🟢
Biggest New Buy
Dhoot Transmission Ltd
1.50% weight · Automobile and Auto Components
🔴
Biggest Exit
Krishna Institute Of Medical Sciences Limited
1.44% was held · Healthcare Services
Biggest Add
ITD Cementation India Limited
+1.17% · now 1.65%
Biggest Trim
JSW Energy Limited
-1.22% · now 0.69%
🤝 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
JSW Steel Limited 33 funds
JSW Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + 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
GlaxoSmithKline Pharmaceuticals Limited 15 funds
GlaxoSmithKline Pharmaceuticals Limited
quant Dynamic Asset Allocation Fund
Baroda BNP Paribas Services Fund
Mirae Asset Nifty 500 Healthcare ETF + more
👋 Other funds also exited
UltraTech Cement Limited 52 funds
UltraTech Cement Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth Option + more
Hindustan Unilever Limited 48 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + 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
Sona BLW Precision Forgings Limited 19 funds
Sona BLW Precision Forgings Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
SBI Resurgent India Opportunities Scheme
Sundaram Mid Cap Fund Direct Plan - Growth + more
Corona Remedies Limited 8 funds
Corona Remedies Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
WhiteOak Capital Special Opportunities Fund - Direct Growth
Kotak Business Cycle - Direct Plan - Growth + more
KSB Limited 5 funds
KSB Limited
ITI Small Cap Fund - Direct Plan - Growth Option
Kotak MNC Fund-Direct Plan-Growth
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 6 Exits ↑ 33 Increased ↓ 31 Decreased
#StockSectorWeight (Aug 2026)
1
Dhoot Transmission Ltd
₹36.87 Cr
Automobile and Auto Components 1.50%
2
Manipal Health Enterprises Ltd
₹34.33 Cr
Healthcare Services 1.40%
3
Shiprocket Limited
₹19.42 Cr
Transport Services 0.79%
4
ABB India Limited
₹19.25 Cr
Electrical Equipment 0.78%
5
GlaxoSmithKline Pharmaceuticals Limited
₹18.61 Cr
Pharmaceuticals & Biotechnology 0.76%
6
JSW Steel Limited
₹13.08 Cr
Ferrous Metals 0.53%
7
Balrampur Chini Mills Limited
₹12.14 Cr
Agricultural Food & other Products 0.49%
8
Sumitomo Chemical India Limited
₹11.64 Cr
Fertilizers & Agrochemicals 0.47%
#StockSectorLast Weight (Jul 2026)
1
Krishna Institute Of Medical Sciences Limited
₹34.60 Cr
Healthcare Services 1.44%
2
Sona BLW Precision Forgings Limited
₹23.08 Cr
Auto Components 0.96%
3
KSB Limited
₹16.26 Cr
Industrial Products 0.68%
4
UltraTech Cement Limited
₹14.88 Cr
Cement & Cement Products 0.62%
5
Corona Remedies Limited
₹14.78 Cr
Pharmaceuticals & Biotechnology 0.61%
6
Hindustan Unilever Limited
₹9.25 Cr
Diversified FMCG 0.38%
#StockSectorJul 2026Aug 2026Change
1
ITD Cementation India Limited
₹40.44 Cr
Construction 0.48% 1.65% +1.17%
2
One 97 Communications Limited
₹51.51 Cr
Financial Technology (Fintech) 1.17% 2.10% +0.93%
3
Ather Energy Limited
₹56.34 Cr
Automobiles 1.72% 2.30% +0.58%
4
Shadowfax Technologies Ltd.
₹39.23 Cr
Transport Services 1.23% 1.60% +0.37%
5
Bharat Heavy Electricals Limited
₹38.73 Cr
Electrical Equipment 1.23% 1.58% +0.35%
6
Divi's Laboratories Limited
₹48.76 Cr
Pharmaceuticals & Biotechnology 1.73% 1.99% +0.26%
7
Data Patterns (India) Limited
₹25.77 Cr
Aerospace & Defense 0.79% 1.05% +0.26%
8
LG Electronics India Ltd
₹24.62 Cr
Consumer Durables 0.74% 1.00% +0.26%
9
Acutaas Chemicals Ltd
₹17.38 Cr
Pharmaceuticals & Biotechnology 0.48% 0.71% +0.23%
10
Tech Mahindra Limited
₹20.35 Cr
IT - Software 0.64% 0.83% +0.19%
#StockSectorJul 2026Aug 2026Change
1
JSW Energy Limited
₹16.91 Cr
Power 1.91% 0.69% -1.22%
2
Dr. Lal Path Labs Limited
₹31.15 Cr
Healthcare Services 2.43% 1.27% -1.16%
3
Larsen & Toubro Limited
₹12.13 Cr
Construction 1.56% 0.49% -1.07%
4
Solar Industries India Limited
₹20.11 Cr
Chemicals & Petrochemicals 1.64% 0.82% -0.82%
5
HDFC Bank Limited
₹92.17 Cr
Banks 4.55% 3.76% -0.79%
6
Inventurus Knowledge Solutions Limited
₹29.25 Cr
IT - Services 1.70% 1.19% -0.51%
7
Tata Consumer Products Limited
₹12.45 Cr
Agricultural Food & other Products 0.99% 0.51% -0.48%
8
Maruti Suzuki India Limited
₹32.12 Cr
Automobiles 1.78% 1.31% -0.47%
9
Reliance Industries Limited
₹35.76 Cr
Petroleum Products 1.80% 1.46% -0.34%
10
Axis Bank Limited
₹89.70 Cr
Banks 3.94% 3.66% -0.28%

What Stocks Does This Fund Hold?

72 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹161.39 Cr
Banks
6.58%
2
₹92.17 Cr
Banks
3.76%
3
₹89.70 Cr
Banks
3.66%
4
₹85.86 Cr
Banks
3.50%
5
₹62.51 Cr
Telecom - Services
2.55%
6
₹56.34 Cr
Automobiles
2.30%
7
₹56.02 Cr
Finance
2.28%
8
₹52.50 Cr
Retailing
2.14%
9
₹51.51 Cr
Financial Technology (Fintech)
2.10%
10
₹49.22 Cr
Finance
2.01%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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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