← Union Mutual Fund

Union Focused Fund - Direct Plan - Growth Option

Focused Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
Share: WhatsApp X
Stocks Held
28
Apr 2026
Equity Holdings
₹409.76 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.9%
Moderate
Top 10 Weight
48.6%
Moderate
Changes
29
1 new · 2 exits
Top Sector
Banks
21.8% of portfolio
📋 What Happened This Month Union Focused Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Eternal Limited (Retailing) at 2.71% weight. Info Edge (India) Limited was the biggest exit (Retailing), which was held at 2.76%. Among existing holdings, Hitachi Energy India Limited saw the biggest increase — now at 4.86% of the portfolio. Infosys Limited was trimmed the most, now at 3.40%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 21.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 23.6% 22.4% -1.2%
Electrical Equipment 10.4% 10.6% +0.2%
Pharmaceuticals & Biotechnology 8.6% 10.3% +1.8%
Chemicals & Petrochemicals 7.0% 7.4% +0.4%
Capital Markets 5.7% 6.0% +0.3%
IT - Software 5.5% 5.8% +0.2%
Agricultural Food & other Products 5.1% 5.0% -0.1%
Auto Components 5.4% 5.0% -0.4%
Aerospace & Defense 5.0% 4.9% -0.2%
Consumer Durables 3.8% 3.7% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 22.4% 21.8% -0.6%
Electrical Equipment 10.6% 12.3% +1.8%
Pharmaceuticals & Biotechnology 10.3% 9.4% -0.9%
Chemicals & Petrochemicals 7.4% 8.0% +0.6%
Capital Markets 6.0% 6.2% +0.2%
Auto Components 5.0% 5.4% +0.4%
IT - Software 5.8% 5.2% -0.6%
Agricultural Food & other Products 5.0% 5.1% +0.1%
Aerospace & Defense 4.9% 4.7% -0.1%
Healthcare Services 3.3% 3.1% -0.2%
🟢
Biggest New Buy
Eternal Limited
2.71% weight · Retailing
🔴
Biggest Exit
Info Edge (India) Limited
2.76% was held · Retailing
Biggest Add
Hitachi Energy India Limited
+0.98% · now 4.86%
Biggest Trim
Infosys Limited
-0.57% · now 3.40%
🤝 Other funds also bought this month
Eternal Limited 69 funds
Eternal Limited
Mirae Asset Nifty India Internet ETF
HDFC Nifty India Digital Index Fund (An open ended scheme replicating/tracking Nifty India Digital Index (TRI))
Mirae Asset Great Consumer Fund + more
👋 Other funds also exited
Info Edge (India) Limited 17 funds
Info Edge (India) Limited
Invesco India Technology Fund - Direct Plan - Growth
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
UTI BSE Sensex Index Fund - Direct Plan - Growth Option + more
Eureka Forbes Ltd 1 fund
Eureka Forbes Ltd
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry 🔴 2 Exits ↑ 11 Increased ↓ 15 Decreased
#StockSectorWeight (Apr 2026)
1
Eternal Limited
₹11.31 Cr
Retailing 2.71%
#StockSectorLast Weight (Mar 2026)
1
Info Edge (India) Limited
₹10.42 Cr
Retailing 2.76%
2
Eureka Forbes Ltd
₹5.20 Cr
Consumer Durables 1.38%
#StockSectorMar 2026Apr 2026Change
1
Hitachi Energy India Limited
₹20.30 Cr
Electrical Equipment 3.88% 4.86% +0.98%
2
Solar Industries India Limited
₹19.23 Cr
Chemicals & Petrochemicals 3.98% 4.60% +0.62%
3
Gabriel India Limited
₹15.90 Cr
Auto Components 3.39% 3.81% +0.42%
4
GE Vernova T&D India Limited
₹17.42 Cr
Electrical Equipment 3.76% 4.17% +0.41%
5
Multi Commodity Exchange of India Limited
₹15.68 Cr
Capital Markets 3.34% 3.75% +0.41%
6
CG Power and Industrial Solutions Limited
₹13.83 Cr
Electrical Equipment 2.95% 3.31% +0.36%
7
Amber Enterprises India Limited
₹10.52 Cr
Consumer Durables 2.27% 2.52% +0.25%
8
Tata Consumer Products Limited
₹21.40 Cr
Agricultural Food & other Products 5.02% 5.12% +0.10%
9
Larsen & Toubro Limited
₹10.15 Cr
Construction 2.34% 2.43% +0.09%
10
Ujjivan Small Finance Bank Limited
₹12.34 Cr
Banks 2.90% 2.96% +0.06%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹14.18 Cr
IT - Software 3.97% 3.40% -0.57%
2
Acutaas Chemicals Ltd
₹23.35 Cr
Pharmaceuticals & Biotechnology 6.10% 5.59% -0.51%
3
Torrent Pharmaceuticals Limited
₹15.81 Cr
Pharmaceuticals & Biotechnology 4.22% 3.79% -0.43%
4
Karur Vysya Bank Limited
₹14.09 Cr
Banks 3.68% 3.37% -0.31%
5
Max Healthcare Institute Limited
₹12.98 Cr
Healthcare Services 3.33% 3.11% -0.22%
6
HDFC Bank Limited
₹18.14 Cr
Banks 4.55% 4.34% -0.21%
7
KFin Technologies Limited
₹10.26 Cr
Capital Markets 2.66% 2.46% -0.20%
8
Bharat Electronics Limited
₹19.71 Cr
Aerospace & Defense 4.85% 4.72% -0.13%
9
Bharti Airtel Limited
₹10.75 Cr
Telecom - Services 2.69% 2.57% -0.12%
10
Mahindra & Mahindra Limited
₹7.74 Cr
Automobiles 1.96% 1.85% -0.11%

Full Portfolio

28 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹31.59 Cr
Banks
7.56%
2
₹23.35 Cr
Pharmaceuticals & Biotechnology
5.59%
3
₹21.40 Cr
Agricultural Food & other Products
5.12%
4
₹20.30 Cr
Electrical Equipment
4.86%
5
₹19.71 Cr
Aerospace & Defense
4.72%
6
₹19.23 Cr
Chemicals & Petrochemicals
4.60%
7
₹18.14 Cr
Banks
4.34%
8
₹17.42 Cr
Electrical Equipment
4.17%
9
₹15.90 Cr
Auto Components
3.81%
10
₹15.81 Cr
Pharmaceuticals & Biotechnology
3.79%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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.