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Union Flexi Cap Fund - Direct Plan - Growth Option

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
70
Jul 2026
Equity Holdings
₹2,359.45 Cr
Equity only, excl. debt & cash
AAUM
₹2,269.71 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.1%
Diversified
Top 10 Weight
32.1%
Diversified
Changes
76
9 new · 7 exits
Top Sector
Banks
21.3% 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 9 new additions and exited 7 stocks this month. The biggest new buy was Divi's Laboratories Limited (Pharmaceuticals & Biotechnology) at 1.73% weight. InterGlobe Aviation Limited was the biggest exit (Transport Services), which was held at 2.42%. Among existing holdings, Dr. Lal Path Labs Limited saw the biggest increase — now at 2.43% of the portfolio. JSW Infrastructure Ltd was trimmed the most, now at 1.08%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 21.3%. ↓ 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 17.2% 22.4% +5.2%
Pharmaceuticals & Biotechnology 6.1% 6.6% +0.5%
Finance 5.1% 5.1% -0.1%
Automobiles 3.3% 4.4% +1.0%
Retailing 3.1% 4.3% +1.3%
Auto Components 3.9% 4.1% +0.1%
Chemicals & Petrochemicals 3.7% 4.0% +0.3%
Healthcare Services 3.2% 3.5% +0.3%
Construction 3.9% 3.4% -0.5%
Industrial Products 2.6% 3.4% +0.8%
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%
🟢
Biggest New Buy
Divi's Laboratories Limited
1.73% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
InterGlobe Aviation Limited
2.42% was held · Transport Services
Biggest Add
Dr. Lal Path Labs Limited
+1.20% · now 2.43%
Biggest Trim
JSW Infrastructure Ltd
-1.16% · now 1.08%
🤝 Other funds also bought this month
One 97 Communications Limited 35 funds
One 97 Communications Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Groww Banking & Financial Services Fund - Direct Plan - Growth
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
Swiggy Limited 33 funds
Swiggy Limited
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Divi's Laboratories Limited 29 funds
Divi's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
WhiteOak Capital Pharma and Healthcare Fund + 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
Titan Company Limited 25 funds
Titan Company Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
AU Small Finance Bank Limited 24 funds
AU Small Finance Bank Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Bajaj Finserv BSE Top 10 Banks ETF + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
InterGlobe Aviation Limited 55 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Groww Nifty India Defence ETF FOF
Groww Nifty PSE ETF FOF
quant PSU Fund - Growth Option - Direct Plan + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Jindal Steel Limited 32 funds
Jindal Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
Samco Large Cap Fund + more
The Federal Bank Limited 32 funds
The Federal Bank Limited
Mirae Asset Nifty Bank ETF
Invesco India Midcap 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
🟢 9 New Entries 🔴 7 Exits ↑ 29 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Divi's Laboratories Limited
₹41.49 Cr
Pharmaceuticals & Biotechnology 1.73%
2
Delhivery Limited
₹33.74 Cr
Transport Services 1.40%
3
Shadowfax Technologies Ltd.
₹29.47 Cr
Transport Services 1.23%
4
One 97 Communications Limited
₹28.20 Cr
Financial Technology (Fintech) 1.17%
5
Titan Company Limited
₹24.38 Cr
Consumer Durables 1.01%
6
Prestige Estates Projects Limited
₹17.78 Cr
Realty 0.74%
7
AU Small Finance Bank Limited
₹17.49 Cr
Banks 0.73%
8
LTIMindtree Limited
₹12.21 Cr
IT - Software 0.51%
9
Swiggy Limited
₹11.91 Cr
Retailing 0.50%
#StockSectorLast Weight (Jun 2026)
1
InterGlobe Aviation Limited
₹57.44 Cr
Transport Services 2.42%
2
The Federal Bank Limited
₹42.91 Cr
Banks 1.81%
3
Kotak Mahindra Bank Limited
₹24.32 Cr
Banks 1.02%
4
Tata Motors Passenger Vehicles Limited
₹24.30 Cr
Automobiles 1.02%
5
Doms Industries Limited
₹18.94 Cr
Household Products 0.80%
6
Bharat Electronics Limited
₹11.53 Cr
Aerospace & Defense 0.49%
7
Jindal Steel Limited
₹11.24 Cr
Ferrous Metals 0.47%
#StockSectorJun 2026Jul 2026Change
1
Dr. Lal Path Labs Limited
₹58.49 Cr
Healthcare Services 1.23% 2.43% +1.20%
2
Bajaj Finance Limited
₹60.48 Cr
Finance 1.56% 2.52% +0.96%
3
ICICI Bank Limited
₹159.33 Cr
Banks 6.05% 6.63% +0.58%
4
PNB Housing Finance Limited
₹30.01 Cr
Finance 0.70% 1.25% +0.55%
5
Infosys Limited
₹29.38 Cr
IT - Software 0.67% 1.22% +0.55%
6
Sun Pharmaceutical Industries Limited
₹23.89 Cr
Pharmaceuticals & Biotechnology 0.47% 0.99% +0.52%
7
Adani Enterprises Limited
₹23.42 Cr
Metals & Minerals Trading 0.50% 0.97% +0.47%
8
Bharti Airtel Limited
₹60.15 Cr
Telecom - Services 2.14% 2.50% +0.36%
9
Ujjivan Small Finance Bank Limited
₹47.36 Cr
Banks 1.64% 1.97% +0.33%
10
Cholamandalam Investment and Finance Company Ltd
₹49.02 Cr
Finance 1.73% 2.04% +0.31%
#StockSectorJun 2026Jul 2026Change
1
JSW Infrastructure Ltd
₹26.05 Cr
Transport Infrastructure 2.24% 1.08% -1.16%
2
Larsen & Toubro Limited
₹37.42 Cr
Construction 2.60% 1.56% -1.04%
3
Krishna Institute Of Medical Sciences Limited
₹34.60 Cr
Healthcare Services 2.25% 1.44% -0.81%
4
LG Electronics India Ltd
₹17.89 Cr
Consumer Durables 1.44% 0.74% -0.70%
5
Reliance Industries Limited
₹43.16 Cr
Petroleum Products 2.34% 1.80% -0.54%
6
HDFC Bank Limited
₹109.30 Cr
Banks 4.91% 4.55% -0.36%
7
ITD Cementation India Limited
₹11.63 Cr
Construction 0.81% 0.48% -0.33%
8
GE Vernova T&D India Limited
₹16.21 Cr
Electrical Equipment 0.99% 0.67% -0.32%
9
The Phoenix Mills Limited
₹21.70 Cr
Realty 1.21% 0.90% -0.31%
10
Tata Consumer Products Limited
₹23.83 Cr
Agricultural Food & other Products 1.22% 0.99% -0.23%

What Stocks Does This Fund Hold?

70 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹159.33 Cr
Banks
6.63%
2
₹109.30 Cr
Banks
4.55%
3
₹94.67 Cr
Banks
3.94%
4
₹83.22 Cr
Banks
3.46%
5
₹60.48 Cr
Finance
2.52%
6
₹60.15 Cr
Telecom - Services
2.50%
7
₹58.49 Cr
Healthcare Services
2.43%
8
₹49.02 Cr
Finance
2.04%
9
₹49.02 Cr
Auto Components
2.04%
10
₹48.39 Cr
Retailing
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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