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Union Focused Fund - Direct Plan - Growth Option

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
29
Aug 2026
Equity Holdings
₹456.54 Cr
Equity only, excl. debt & cash
AAUM
₹419.54 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.6%
Moderate
Top 10 Weight
47.4%
Moderate
Changes
26
0 new · 0 exits
Top Sector
Banks
22.9% 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 Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 3.88% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 2.82%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.9%. ↓ 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 22.9% 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.7% 22.9% -0.8%
Electrical Equipment 12.2% 12.7% +0.6%
Chemicals & Petrochemicals 8.8% 9.5% +0.7%
Pharmaceuticals & Biotechnology 6.9% 6.7% -0.2%
Auto Components 6.5% 6.4% -0.1%
Retailing 6.3% 6.3% +0.0%
Capital Markets 5.6% 6.3% +0.7%
IT - Software 4.8% 4.7% -0.1%
Agricultural Food & other Products 4.5% 4.2% -0.3%
Aerospace & Defense 3.6% 3.7% +0.1%
Biggest Add
Multi Commodity Exchange of India Limited
+0.71% · now 3.88%
Biggest Trim
Bharti Airtel Limited
-0.35% · now 2.82%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 11 Increased ↓ 15 Decreased
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹17.94 Cr
Capital Markets 3.17% 3.88% +0.71%
2
Navin Fluorine International Limited
₹19.76 Cr
Chemicals & Petrochemicals 3.85% 4.28% +0.43%
3
Azad Engineering Ltd
₹11.32 Cr
Electrical Equipment 2.03% 2.45% +0.42%
4
Solar Industries India Limited
₹24.14 Cr
Chemicals & Petrochemicals 4.93% 5.22% +0.29%
5
Eternal Limited
₹19.29 Cr
Retailing 3.97% 4.17% +0.20%
6
Bharat Electronics Limited
₹17.23 Cr
Aerospace & Defense 3.60% 3.73% +0.13%
7
Shriram Finance Limited
₹14.62 Cr
Finance 3.08% 3.16% +0.08%
8
CG Power and Industrial Solutions Limited
₹13.47 Cr
Electrical Equipment 2.83% 2.91% +0.08%
9
UNO Minda Limited
₹7.49 Cr
Auto Components 1.55% 1.62% +0.07%
10
Hitachi Energy India Limited
₹17.56 Cr
Electrical Equipment 3.74% 3.80% +0.06%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹13.05 Cr
Telecom - Services 3.17% 2.82% -0.35%
2
HDFC Bank Limited
₹17.73 Cr
Banks 4.18% 3.84% -0.34%
3
Tata Consumer Products Limited
₹19.40 Cr
Agricultural Food & other Products 4.52% 4.20% -0.32%
4
Max Healthcare Institute Limited
₹16.43 Cr
Healthcare Services 3.87% 3.56% -0.31%
5
Ujjivan Small Finance Bank Limited
₹15.00 Cr
Banks 3.48% 3.24% -0.24%
6
Torrent Pharmaceuticals Limited
₹19.14 Cr
Pharmaceuticals & Biotechnology 4.32% 4.14% -0.18%
7
ICICI Bank Limited
₹41.73 Cr
Banks 9.20% 9.03% -0.17%
8
Gabriel India Limited
₹22.29 Cr
Auto Components 4.99% 4.82% -0.17%
9
Trent Limited
₹10.02 Cr
Retailing 2.33% 2.17% -0.16%
10
Mahindra & Mahindra Limited
₹8.21 Cr
Automobiles 1.90% 1.78% -0.12%

What Stocks Does This Fund Hold?

29 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹41.73 Cr
Banks
9.03%
2
₹24.14 Cr
Chemicals & Petrochemicals
5.22%
3
₹22.29 Cr
Auto Components
4.82%
4
₹19.76 Cr
Chemicals & Petrochemicals
4.28%
5
₹19.40 Cr
Agricultural Food & other Products
4.20%
6
₹19.29 Cr
Retailing
4.17%
7
₹19.14 Cr
Pharmaceuticals & Biotechnology
4.14%
8
₹17.94 Cr
Capital Markets
3.88%
9
₹17.73 Cr
Banks
3.84%
10
₹17.56 Cr
Electrical Equipment
3.80%
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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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