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Union Innovation & Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
52
Jul 2026
Equity Holdings
₹1,225.15 Cr
Equity only, excl. debt & cash
AAUM
₹1,116.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.2%
Diversified
Top 10 Weight
32.0%
Diversified
Changes
53
2 new · 2 exits
Top Sector
Retailing
14.2% 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 2 new additions and exited 2 stocks this month. The biggest new buy was MTAR Technologies Limited (Aerospace & Defense) at 1.31% weight. Suzlon Energy Limited was the biggest exit (Electrical Equipment), which was held at 0.99%. Among existing holdings, Info Edge (India) Limited saw the biggest increase — now at 2.60% of the portfolio. The Federal Bank Limited was trimmed the most, now at 2.28%. Eternal Limited remains the top holding with Retailing the dominant sector at 14.2%. ↓ 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
Retailing 12.2% 12.0% -0.2%
Auto Components 9.5% 10.2% +0.7%
Electrical Equipment 8.5% 7.8% -0.7%
Pharmaceuticals & Biotechnology 8.6% 7.7% -0.9%
IT - Services 6.5% 6.0% -0.5%
Banks 3.6% 5.4% +1.8%
Financial Technology (Fintech) 5.6% 5.2% -0.4%
Consumer Durables 4.1% 4.6% +0.5%
Automobiles 4.0% 4.3% +0.3%
Chemicals & Petrochemicals 3.1% 3.8% +0.7%
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%
🟢
Biggest New Buy
MTAR Technologies Limited
1.31% weight · Aerospace & Defense
🔴
Biggest Exit
Suzlon Energy Limited
0.99% was held · Electrical Equipment
Biggest Add
Info Edge (India) Limited
+1.18% · now 2.60%
Biggest Trim
The Federal Bank Limited
-1.62% · now 2.28%
🤝 Other funds also bought this month
MTAR Technologies Limited 10 funds
MTAR Technologies Limited
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
Inox India Limited 6 funds
Inox India Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Active Momentum Fund
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH + more
👋 Other funds also exited
Suzlon Energy Limited 23 funds
Suzlon Energy Limited
Groww BSE Power ETF FOF
Mirae Asset Nifty Energy ETF
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Abbott India Limited 16 funds
Abbott India Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 25 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
MTAR Technologies Limited
₹16.45 Cr
Aerospace & Defense 1.31%
2
Inox India Limited
₹5.88 Cr
Industrial Products 0.47%
#StockSectorLast Weight (Jun 2026)
1
Suzlon Energy Limited
₹11.92 Cr
Electrical Equipment 0.99%
2
Abbott India Limited
₹10.89 Cr
Pharmaceuticals & Biotechnology 0.90%
#StockSectorJun 2026Jul 2026Change
1
Info Edge (India) Limited
₹32.51 Cr
Retailing 1.42% 2.60% +1.18%
2
One 97 Communications Limited
₹54.86 Cr
Financial Technology (Fintech) 3.74% 4.38% +0.64%
3
Swiggy Limited
₹13.65 Cr
Retailing 0.47% 1.09% +0.62%
4
Sona BLW Precision Forgings Limited
₹34.35 Cr
Auto Components 2.18% 2.74% +0.56%
5
Shadowfax Technologies Ltd.
₹12.35 Cr
Transport Services 0.49% 0.99% +0.50%
6
RBL Bank Limited
₹24.00 Cr
Banks 1.47% 1.92% +0.45%
7
Eternal Limited
₹59.29 Cr
Retailing 4.29% 4.73% +0.44%
8
UNO Minda Limited
₹17.29 Cr
Auto Components 0.94% 1.38% +0.44%
9
Dixon Technologies (India) Limited
₹13.96 Cr
Consumer Durables 0.75% 1.11% +0.36%
10
Lenskart Solutions Limited
₹16.84 Cr
Retailing 1.02% 1.34% +0.32%
#StockSectorJun 2026Jul 2026Change
1
The Federal Bank Limited
₹28.59 Cr
Banks 3.90% 2.28% -1.62%
2
GE Vernova T&D India Limited
₹32.61 Cr
Electrical Equipment 3.35% 2.60% -0.75%
3
Bharat Electronics Limited
₹18.54 Cr
Aerospace & Defense 2.23% 1.48% -0.75%
4
Krishna Institute Of Medical Sciences Limited
₹25.69 Cr
Healthcare Services 2.68% 2.05% -0.63%
5
Acutaas Chemicals Ltd
₹36.51 Cr
Pharmaceuticals & Biotechnology 3.43% 2.91% -0.52%
6
CG Power and Industrial Solutions Limited
₹37.48 Cr
Electrical Equipment 3.42% 2.99% -0.43%
7
FSN E-Commerce Ventures Limited
₹12.65 Cr
Retailing 1.35% 1.01% -0.34%
8
JSW Energy Limited
₹32.72 Cr
Power 2.84% 2.61% -0.23%
9
The Phoenix Mills Limited
₹31.43 Cr
Realty 2.67% 2.51% -0.16%
10
Fractal Analytics Ltd
₹13.89 Cr
IT - Software 1.25% 1.11% -0.14%

What Stocks Does This Fund Hold?

52 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹59.29 Cr
Retailing
4.73%
2
₹54.86 Cr
Financial Technology (Fintech)
4.38%
3
₹40.13 Cr
Automobiles
3.20%
4
₹37.48 Cr
Electrical Equipment
2.99%
5
₹36.51 Cr
Pharmaceuticals & Biotechnology
2.91%
6
₹35.13 Cr
Pharmaceuticals & Biotechnology
2.80%
7
₹34.97 Cr
Auto Components
2.79%
8
₹34.83 Cr
Auto Components
2.78%
9
₹34.35 Cr
Auto Components
2.74%
10
₹33.31 Cr
Transport Services
2.66%
🏆 Top stocks held by Equity 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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