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Union Large & Midcap Fund - Direct Plan - Growth Option

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
75
Jul 2026
Equity Holdings
₹970.95 Cr
Equity only, excl. debt & cash
AAUM
₹913.63 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.6%
Diversified
Top 10 Weight
25.3%
Diversified
Changes
81
6 new · 7 exits
Top Sector
Banks
16.0% of portfolio
Launch Date
15 Nov 2019
7 years old

AAUM (Average Assets Under Management) of ₹913.63 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 Large & Midcap Fund made 6 new additions and exited 7 stocks this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 1.63% weight. Indian Bank was the biggest exit (Banks), which was held at 0.99%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 5.19% of the portfolio. Bharat Electronics Limited was trimmed the most, now at 0.55%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.0%. ↓ 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 15.9% 16.6% +0.8%
Electrical Equipment 7.5% 8.5% +1.1%
Pharmaceuticals & Biotechnology 8.7% 8.5% -0.2%
Chemicals & Petrochemicals 5.0% 5.2% +0.2%
Industrial Products 5.1% 5.0% -0.1%
Auto Components 4.9% 4.7% -0.2%
Finance 4.7% 4.2% -0.5%
Capital Markets 5.0% 3.8% -1.2%
Consumer Durables 3.0% 3.7% +0.6%
Petroleum Products 3.5% 3.3% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 16.6% 16.0% -0.7%
Pharmaceuticals & Biotechnology 8.5% 8.8% +0.2%
Electrical Equipment 8.5% 6.7% -1.9%
Auto Components 4.7% 6.0% +1.3%
Finance 4.2% 5.6% +1.3%
Chemicals & Petrochemicals 5.2% 5.3% +0.1%
Industrial Products 5.0% 5.1% +0.1%
IT - Software 3.3% 4.7% +1.4%
Consumer Durables 3.7% 4.4% +0.7%
Capital Markets 3.8% 3.2% -0.6%
🟢
Biggest New Buy
Indo-MIM Limited
1.63% weight · Industrial Manufacturing
🔴
Biggest Exit
Indian Bank
0.99% was held · Banks
Biggest Add
ICICI Bank Limited
+1.57% · now 5.19%
Biggest Trim
Bharat Electronics Limited
-1.29% · now 0.55%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Prestige Estates Projects Limited 26 funds
Prestige Estates Projects Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
Union Business Cycle Fund - Direct Plan - Growth Option + more
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
Cipla Limited 20 funds
Cipla Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Delhivery Limited 19 funds
Delhivery Limited
Invesco India Focused Fund
Old Bridge Flexi Cap Fund
Union Business Cycle Fund - Direct Plan - Growth Option + more
Aditya Birla Capital Limited 18 funds
Aditya Birla Capital Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Baroda BNP Paribas Banking & Financial Services Fund + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Hindustan Unilever Limited 43 funds
Hindustan Unilever Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
SBI Quant Fund- Direct Plan- Growth + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Indian Bank 40 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Mankind Pharma Limited 25 funds
Mankind Pharma Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Mirae Asset Nifty 500 Healthcare ETF
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 7 Exits ↑ 29 Increased ↓ 39 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹16.00 Cr
Industrial Manufacturing 1.63%
2
Sona BLW Precision Forgings Limited
₹13.07 Cr
Auto Components 1.33%
3
Aditya Birla Capital Limited
₹10.51 Cr
Finance 1.07%
4
Delhivery Limited
₹6.75 Cr
Transport Services 0.69%
5
Prestige Estates Projects Limited
₹6.46 Cr
Realty 0.66%
6
Cipla Limited
₹5.01 Cr
Pharmaceuticals & Biotechnology 0.51%
#StockSectorLast Weight (Jun 2026)
1
Indian Bank
₹9.60 Cr
Banks 0.99%
2
Suzlon Energy Limited
₹8.98 Cr
Electrical Equipment 0.93%
3
Kotak Mahindra Bank Limited
₹8.09 Cr
Banks 0.84%
4
Hindustan Petroleum Corporation Limited
₹7.30 Cr
Petroleum Products 0.76%
5
Hindustan Unilever Limited
₹5.93 Cr
Diversified FMCG 0.61%
6
Mankind Pharma Limited
₹5.09 Cr
Pharmaceuticals & Biotechnology 0.53%
7
Tata Steel Limited
₹3.39 Cr
Ferrous Metals 0.35%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹50.96 Cr
Banks 3.62% 5.19% +1.57%
2
Coforge Limited
₹12.39 Cr
IT - Software 0.46% 1.26% +0.80%
3
Dixon Technologies (India) Limited
₹9.83 Cr
Consumer Durables 0.49% 1.00% +0.51%
4
Eternal Limited
₹16.22 Cr
Retailing 1.26% 1.65% +0.39%
5
Mphasis Limited
₹15.16 Cr
IT - Software 1.17% 1.54% +0.37%
6
One 97 Communications Limited
₹18.00 Cr
Financial Technology (Fintech) 1.51% 1.83% +0.32%
7
Ujjivan Small Finance Bank Limited
₹17.66 Cr
Banks 1.51% 1.80% +0.29%
8
LTIMindtree Limited
₹6.98 Cr
IT - Software 0.42% 0.71% +0.29%
9
Blue Star Limited
₹10.42 Cr
Consumer Durables 0.79% 1.06% +0.27%
10
Divi's Laboratories Limited
₹13.29 Cr
Pharmaceuticals & Biotechnology 1.12% 1.35% +0.23%
#StockSectorJun 2026Jul 2026Change
1
Bharat Electronics Limited
₹5.44 Cr
Aerospace & Defense 1.84% 0.55% -1.29%
2
Reliance Industries Limited
₹16.04 Cr
Petroleum Products 2.58% 1.63% -0.95%
3
GE Vernova T&D India Limited
₹9.49 Cr
Electrical Equipment 1.51% 0.97% -0.54%
4
Multi Commodity Exchange of India Limited
₹3.77 Cr
Capital Markets 0.85% 0.38% -0.47%
5
Aegis Vopak Terminals Limited
₹2.65 Cr
Oil 0.70% 0.27% -0.43%
6
Gabriel India Limited
₹10.90 Cr
Auto Components 1.45% 1.11% -0.34%
7
HDFC Bank Limited
₹32.58 Cr
Banks 3.63% 3.32% -0.31%
8
Maruti Suzuki India Limited
₹19.00 Cr
Automobiles 2.17% 1.93% -0.24%
9
CG Power and Industrial Solutions Limited
₹18.19 Cr
Electrical Equipment 2.08% 1.85% -0.23%
10
Axis Bank Limited
₹14.87 Cr
Banks 1.69% 1.51% -0.18%

What Stocks Does This Fund Hold?

75 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹50.96 Cr
Banks
5.19%
2
₹32.58 Cr
Banks
3.32%
3
₹25.26 Cr
Telecom - Services
2.57%
4
₹23.22 Cr
Banks
2.36%
5
₹20.93 Cr
Insurance
2.13%
6
₹20.62 Cr
Finance
2.10%
7
₹19.39 Cr
Chemicals & Petrochemicals
1.97%
8
₹19.00 Cr
Automobiles
1.93%
9
₹18.71 Cr
Healthcare Services
1.90%
10
₹18.19 Cr
Electrical Equipment
1.85%
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🏦 Union Mutual Fund — Portfolio & Holdings
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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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