← Union Mutual Fund

Union Innovation & Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
54
Aug 2026
Equity Holdings
₹1,309.21 Cr
Equity only, excl. debt & cash
AAUM
₹1,116.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.6%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
55
3 new · 1 exits
Top Sector
Retailing
15.1% of portfolio
Launch Date
16 Aug 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,116.18 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 Innovation & Opportunities Fund made 3 new additions and exited 1 stock this month. The biggest new buy was SKY GOLD AND DIAMONDS LIMITED (Consumer Durables) at 0.76% weight. Wockhardt Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 0.59%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 5.22% of the portfolio. TVS Motor Company Limited was trimmed the most, now at 0.58%. One 97 Communications Limited remains the top holding with Retailing the dominant sector at 15.1%. ↓ 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
Retailing 12.0% 14.2% +2.2%
Auto Components 10.2% 11.4% +1.2%
IT - Services 6.0% 6.4% +0.4%
Pharmaceuticals & Biotechnology 7.7% 6.3% -1.4%
Financial Technology (Fintech) 5.2% 5.8% +0.6%
Electrical Equipment 7.8% 5.6% -2.2%
Consumer Durables 4.6% 4.9% +0.3%
Automobiles 4.3% 4.5% +0.2%
Banks 5.4% 4.2% -1.2%
Aerospace & Defense 3.5% 3.9% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 14.2% 15.1% +0.9%
Auto Components 11.4% 10.6% -0.8%
Financial Technology (Fintech) 5.8% 6.8% +1.0%
IT - Services 6.4% 5.9% -0.4%
Electrical Equipment 5.6% 5.9% +0.3%
Pharmaceuticals & Biotechnology 6.3% 5.7% -0.6%
Consumer Durables 4.9% 5.6% +0.7%
Automobiles 4.5% 4.2% -0.3%
Aerospace & Defense 3.9% 4.0% +0.1%
Chemicals & Petrochemicals 3.9% 4.0% +0.1%
🟢
Biggest New Buy
SKY GOLD AND DIAMONDS LIMITED
0.76% weight · Consumer Durables
🔴
Biggest Exit
Wockhardt Limited
0.59% was held · Pharmaceuticals & Biotechnology
Biggest Add
One 97 Communications Limited
+0.84% · now 5.22%
Biggest Trim
TVS Motor Company Limited
-0.68% · now 0.58%
🤝 Other funds also bought this month
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
SKY GOLD AND DIAMONDS LIMITED 6 funds
SKY GOLD AND DIAMONDS LIMITED
Motilal Oswal Active Momentum Fund- Direct-Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Active Momentum Fund + more
KSB Limited 4 funds
KSB Limited
LIC MF Infrastructure Fund-Direct Plan-Growth
Union ELSS Tax Saver Fund - Direct Plan - Growth Option
Invesco India Multicap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Wockhardt Limited 14 funds
Wockhardt Limited
ITI Focused Equity Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 1 Exit ↑ 21 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
SKY GOLD AND DIAMONDS LIMITED
₹10.19 Cr
Consumer Durables 0.76%
2
Shiprocket Limited
₹8.49 Cr
Transport Services 0.63%
3
KSB Limited
₹3.91 Cr
Industrial Products 0.29%
#StockSectorLast Weight (Jul 2026)
1
Wockhardt Limited
₹7.35 Cr
Pharmaceuticals & Biotechnology 0.59%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹70.14 Cr
Financial Technology (Fintech) 4.38% 5.22% +0.84%
2
Ather Energy Limited
₹48.73 Cr
Automobiles 3.20% 3.62% +0.42%
3
Info Edge (India) Limited
₹40.42 Cr
Retailing 2.60% 3.01% +0.41%
4
Data Patterns (India) Limited
₹20.07 Cr
Aerospace & Defense 1.13% 1.49% +0.36%
5
GE Vernova T&D India Limited
₹38.93 Cr
Electrical Equipment 2.60% 2.90% +0.30%
6
MTAR Technologies Limited
₹20.24 Cr
Aerospace & Defense 1.31% 1.51% +0.20%
7
Urban Company Ltd.
₹16.02 Cr
Retailing 0.99% 1.19% +0.20%
8
CarTrade Tech Limited
₹31.10 Cr
Retailing 2.15% 2.31% +0.16%
9
Lenskart Solutions Limited
₹19.87 Cr
Retailing 1.34% 1.48% +0.14%
10
PB Fintech Limited
₹20.52 Cr
Financial Technology (Fintech) 1.40% 1.53% +0.13%
#StockSectorJul 2026Aug 2026Change
1
TVS Motor Company Limited
₹7.83 Cr
Automobiles 1.26% 0.58% -0.68%
2
S.J.S. Enterprises Limited
₹30.13 Cr
Auto Components 2.78% 2.24% -0.54%
3
The Federal Bank Limited
₹24.06 Cr
Banks 2.28% 1.79% -0.49%
4
Bharat Electronics Limited
₹13.44 Cr
Aerospace & Defense 1.48% 1.00% -0.48%
5
JSW Energy Limited
₹30.70 Cr
Power 2.61% 2.28% -0.33%
6
Delhivery Limited
₹31.53 Cr
Transport Services 2.66% 2.34% -0.32%
7
Inventurus Knowledge Solutions Limited
₹27.08 Cr
IT - Services 2.30% 2.01% -0.29%
8
Saregama India Limited
₹21.33 Cr
Entertainment 1.86% 1.59% -0.27%
9
Krishna Institute Of Medical Sciences Limited
₹24.12 Cr
Healthcare Services 2.05% 1.79% -0.26%
10
Billionbrains Garage Ventures Ltd
₹28.81 Cr
Capital Markets 2.33% 2.14% -0.19%

What Stocks Does This Fund Hold?

54 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹70.14 Cr
Financial Technology (Fintech)
5.22%
2
₹64.31 Cr
Retailing
4.78%
3
₹48.73 Cr
Automobiles
3.62%
4
₹40.42 Cr
Retailing
3.01%
5
₹39.77 Cr
Electrical Equipment
2.96%
6
₹38.93 Cr
Electrical Equipment
2.90%
7
₹38.99 Cr
Pharmaceuticals & Biotechnology
2.90%
8
₹37.16 Cr
Pharmaceuticals & Biotechnology
2.76%
9
₹36.66 Cr
Auto Components
2.73%
10
₹36.30 Cr
Auto Components
2.70%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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.