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Union Focused Fund - Direct Plan - Growth Option

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
29
Jul 2026
Equity Holdings
₹442.57 Cr
Equity only, excl. debt & cash
AAUM
₹419.54 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.0%
Moderate
Top 10 Weight
47.6%
Moderate
Changes
30
1 new · 1 exits
Top Sector
Banks
23.7% of portfolio
Launch Date
15 Jul 2019
7 years old

AAUM (Average Assets Under Management) of ₹419.54 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 Focused Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Trent Limited (Retailing) at 2.33% weight. Amber Enterprises India Limited was the biggest exit (Consumer Durables), which was held at 1.90%. Among existing holdings, Eternal Limited saw the biggest increase — now at 3.97% of the portfolio. Hitachi Energy India Limited was trimmed the most, now at 3.74%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 23.7%. ↓ 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 21.0% 22.9% +2.0%
Electrical Equipment 14.7% 14.7% 0.0%
Chemicals & Petrochemicals 8.7% 8.9% +0.2%
Pharmaceuticals & Biotechnology 8.3% 6.9% -1.4%
Auto Components 5.5% 5.8% +0.3%
Capital Markets 5.9% 5.7% -0.2%
Agricultural Food & other Products 5.1% 4.6% -0.6%
IT - Software 5.0% 4.4% -0.7%
Aerospace & Defense 4.4% 4.2% -0.2%
Healthcare Services 3.6% 4.1% +0.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 22.9% 23.7% +0.8%
Electrical Equipment 14.7% 12.2% -2.5%
Chemicals & Petrochemicals 8.9% 8.8% -0.1%
Pharmaceuticals & Biotechnology 6.9% 6.9% -0.1%
Auto Components 5.8% 6.5% +0.7%
Retailing 2.9% 6.3% +3.4%
Capital Markets 5.7% 5.6% -0.1%
IT - Software 4.4% 4.8% +0.4%
Agricultural Food & other Products 4.6% 4.5% -0.1%
Healthcare Services 4.1% 3.9% -0.2%
🟢
Biggest New Buy
Trent Limited
2.33% weight · Retailing
🔴
Biggest Exit
Amber Enterprises India Limited
1.90% was held · Consumer Durables
Biggest Add
Eternal Limited
+1.04% · now 3.97%
Biggest Trim
Hitachi Energy India Limited
-1.06% · now 3.74%
🤝 Other funds also bought this month
Trent Limited 20 funds
Trent Limited
Invesco India Focused Fund
Axis Nifty50 Equal Weight Index Fund
ICICI Prudential Quant Fund Direct Plan Growth + more
👋 Other funds also exited
Amber Enterprises India Limited 15 funds
Amber Enterprises India Limited
Groww Nifty Smallcap250 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 14 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
Trent Limited
₹10.45 Cr
Retailing 2.33%
#StockSectorLast Weight (Jun 2026)
1
Amber Enterprises India Limited
₹8.37 Cr
Consumer Durables 1.90%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹17.78 Cr
Retailing 2.93% 3.97% +1.04%
2
Gabriel India Limited
₹22.35 Cr
Auto Components 4.37% 4.99% +0.62%
3
Ujjivan Small Finance Bank Limited
₹15.57 Cr
Banks 2.91% 3.48% +0.57%
4
Karur Vysya Bank Limited
₹16.44 Cr
Banks 3.23% 3.67% +0.44%
5
Torrent Pharmaceuticals Limited
₹19.35 Cr
Pharmaceuticals & Biotechnology 3.97% 4.32% +0.35%
6
Infosys Limited
₹13.56 Cr
IT - Software 2.73% 3.03% +0.30%
7
ICICI Bank Limited
₹41.20 Cr
Banks 8.97% 9.20% +0.23%
8
Azad Engineering Ltd
₹9.07 Cr
Electrical Equipment 1.85% 2.03% +0.18%
9
Mahindra & Mahindra Limited
₹8.50 Cr
Automobiles 1.74% 1.90% +0.16%
10
Bharti Airtel Limited
₹14.20 Cr
Telecom - Services 3.03% 3.17% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Hitachi Energy India Limited
₹16.73 Cr
Electrical Equipment 4.80% 3.74% -1.06%
2
CG Power and Industrial Solutions Limited
₹12.69 Cr
Electrical Equipment 3.68% 2.83% -0.85%
3
GE Vernova T&D India Limited
₹16.00 Cr
Electrical Equipment 4.38% 3.57% -0.81%
4
Bharat Electronics Limited
₹16.12 Cr
Aerospace & Defense 4.18% 3.60% -0.58%
5
Acutaas Chemicals Ltd
₹11.49 Cr
Pharmaceuticals & Biotechnology 2.97% 2.57% -0.40%
6
HDFC Bank Limited
₹18.70 Cr
Banks 4.54% 4.18% -0.36%
7
Multi Commodity Exchange of India Limited
₹14.21 Cr
Capital Markets 3.40% 3.17% -0.23%
8
Max Healthcare Institute Limited
₹17.32 Cr
Healthcare Services 4.05% 3.87% -0.18%
9
Solar Industries India Limited
₹22.08 Cr
Chemicals & Petrochemicals 5.10% 4.93% -0.17%
10
Larsen & Toubro Limited
₹9.45 Cr
Construction 2.26% 2.11% -0.15%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹41.20 Cr
Banks
9.20%
2
₹22.35 Cr
Auto Components
4.99%
3
₹22.08 Cr
Chemicals & Petrochemicals
4.93%
4
₹20.25 Cr
Agricultural Food & other Products
4.52%
5
₹19.35 Cr
Pharmaceuticals & Biotechnology
4.32%
6
₹18.70 Cr
Banks
4.18%
7
₹17.78 Cr
Retailing
3.97%
8
₹17.32 Cr
Healthcare Services
3.87%
9
₹17.24 Cr
Chemicals & Petrochemicals
3.85%
10
₹16.73 Cr
Electrical Equipment
3.74%
🏆 Top stocks held by Focused funds
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🏦 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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