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Union Largecap Fund - Direct Plan - Growth Option

Large Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
53
Aug 2026
Equity Holdings
₹432.68 Cr
Equity only, excl. debt & cash
AAUM
₹425.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.4%
Moderate
Top 10 Weight
46.4%
Moderate
Changes
53
4 new · 3 exits
Top Sector
Banks
26.5% of portfolio
Launch Date
20 Apr 2017
9 years old

AAUM (Average Assets Under Management) of ₹425.67 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 Largecap Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Hindustan Copper Limited (Non - Ferrous Metals) at 1.15% weight. ITC Limited was the biggest exit (Diversified FMCG), which was held at 0.77%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 1.10% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.49%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 26.5%. ↓ 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 26.5% 26.2% -0.3%
Automobiles 5.4% 5.9% +0.5%
IT - Software 5.0% 5.6% +0.7%
Petroleum Products 5.5% 5.4% -0.1%
Finance 5.1% 5.1% +0.0%
Pharmaceuticals & Biotechnology 4.0% 4.8% +0.8%
Telecom - Services 4.1% 4.4% +0.3%
Chemicals & Petrochemicals 4.0% 3.9% -0.1%
Retailing 3.4% 3.8% +0.4%
Electrical Equipment 5.1% 3.8% -1.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 26.2% 26.5% +0.3%
Automobiles 5.9% 5.7% -0.2%
IT - Software 5.6% 5.4% -0.2%
Petroleum Products 5.4% 5.3% -0.1%
Finance 5.1% 5.0% -0.1%
Pharmaceuticals & Biotechnology 4.8% 4.9% +0.0%
Electrical Equipment 3.8% 4.5% +0.7%
Telecom - Services 4.4% 4.2% -0.2%
Retailing 3.8% 4.0% +0.2%
Chemicals & Petrochemicals 3.9% 3.7% -0.2%
🟢
Biggest New Buy
Hindustan Copper Limited
1.15% weight · Non - Ferrous Metals
🔴
Biggest Exit
ITC Limited
0.77% was held · Diversified FMCG
Biggest Add
Divi's Laboratories Limited
+0.29% · now 1.10%
Biggest Trim
HDFC Bank Limited
-0.34% · now 6.49%
🤝 Other funds also bought this month
Hindustan Copper Limited 29 funds
Hindustan Copper Limited
THE WEALTH COMPANY FLEXI CAP FUND
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Bharat Heavy Electricals Limited 14 funds
Bharat Heavy Electricals Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF + more
Gabriel India Limited 11 funds
Gabriel India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
LIC MF Focused Fund-Direct Plan-Growth
SAMCO ELSS TAX SAVER FUND + more
Corona Remedies Limited 5 funds
Corona Remedies Limited
Invesco India Multicap Fund - Direct Plan - Growth Option
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
👋 Other funds also exited
Sun Pharmaceutical Industries Limited 68 funds
Sun Pharmaceutical Industries Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund + more
ITC Limited 52 funds
ITC Limited
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty India Consumption ETF
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option + more
HDFC Asset Management Company Limited 28 funds
HDFC Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 22 Increased ↓ 24 Decreased
#StockSectorWeight (Aug 2026)
1
Hindustan Copper Limited
₹5.03 Cr
Non - Ferrous Metals 1.15%
2
Gabriel India Limited
₹4.22 Cr
Auto Components 0.96%
3
Corona Remedies Limited
₹2.38 Cr
Pharmaceuticals & Biotechnology 0.54%
4
Bharat Heavy Electricals Limited
₹2.25 Cr
Electrical Equipment 0.51%
#StockSectorLast Weight (Jul 2026)
1
ITC Limited
₹3.37 Cr
Diversified FMCG 0.77%
2
Sun Pharmaceutical Industries Limited
₹3.32 Cr
Pharmaceuticals & Biotechnology 0.76%
3
HDFC Asset Management Company Limited
₹3.14 Cr
Capital Markets 0.72%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹4.83 Cr
Pharmaceuticals & Biotechnology 0.81% 1.10% +0.29%
2
Eternal Limited
₹13.68 Cr
Retailing 2.88% 3.13% +0.25%
3
Multi Commodity Exchange of India Limited
₹4.32 Cr
Capital Markets 0.78% 0.99% +0.21%
4
Axis Bank Limited
₹14.01 Cr
Banks 3.02% 3.20% +0.18%
5
Kotak Mahindra Bank Limited
₹10.33 Cr
Banks 2.19% 2.36% +0.17%
6
State Bank of India
₹20.83 Cr
Banks 4.61% 4.76% +0.15%
7
ICICI Bank Limited
₹42.24 Cr
Banks 9.52% 9.66% +0.14%
8
Titan Company Limited
₹10.83 Cr
Consumer Durables 2.36% 2.48% +0.12%
9
Shriram Finance Limited
₹7.77 Cr
Finance 1.67% 1.78% +0.11%
10
UNO Minda Limited
₹4.47 Cr
Auto Components 0.94% 1.02% +0.08%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹28.36 Cr
Banks 6.83% 6.49% -0.34%
2
Tata Consultancy Services Limited
₹3.05 Cr
IT - Software 1.01% 0.70% -0.31%
3
Max Healthcare Institute Limited
₹6.41 Cr
Healthcare Services 1.76% 1.47% -0.29%
4
Tata Steel Limited
₹2.34 Cr
Ferrous Metals 0.81% 0.54% -0.27%
5
UltraTech Cement Limited
₹4.81 Cr
Cement & Cement Products 1.36% 1.10% -0.26%
6
Bharti Airtel Limited
₹18.13 Cr
Telecom - Services 4.37% 4.15% -0.22%
7
Navin Fluorine International Limited
₹5.01 Cr
Chemicals & Petrochemicals 1.34% 1.15% -0.19%
8
Bajaj Finance Limited
₹8.98 Cr
Finance 2.21% 2.05% -0.16%
9
NTPC Limited
₹9.82 Cr
Power 2.38% 2.25% -0.13%
10
Reliance Industries Limited
₹23.18 Cr
Petroleum Products 5.42% 5.30% -0.12%

What Stocks Does This Fund Hold?

53 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹42.24 Cr
Banks
9.66%
2
₹28.36 Cr
Banks
6.49%
3
₹23.18 Cr
Petroleum Products
5.30%
4
₹20.83 Cr
Banks
4.76%
5
₹18.13 Cr
Telecom - Services
4.15%
6
₹15.65 Cr
Construction
3.58%
7
₹14.07 Cr
Pharmaceuticals & Biotechnology
3.22%
8
₹14.01 Cr
Banks
3.20%
9
₹13.68 Cr
Retailing
3.13%
10
₹12.50 Cr
IT - Software
2.86%
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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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