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Union Midcap Fund - Direct Plan - Growth Option

Mid Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
68
Apr 2026
Equity Holdings
₹1,672.24 Cr
Equity only, excl. debt & cash
Top 5 Weight
15.7%
Diversified
Top 10 Weight
27.1%
Diversified
Changes
69
3 new · 4 exits
Top Sector
Banks
10.4% of portfolio
📋 What Happened This Month Union Midcap Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was Bharat Heavy Electricals Limited (Electrical Equipment) at 1.80% weight. Info Edge (India) Limited was the biggest exit (Retailing), which was held at 1.11%. Among existing holdings, Billionbrains Garage Ventures Ltd saw the biggest increase — now at 1.57% of the portfolio. Coromandel International Limited was trimmed the most, now at 0.57%. The Federal Bank Limited remains the top holding with Banks the dominant sector at 10.4%. ↓ 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
Pharmaceuticals & Biotechnology 9.5% 10.4% +1.0%
Banks 10.2% 10.4% +0.1%
Industrial Products 8.3% 8.2% -0.1%
Auto Components 6.6% 8.0% +1.4%
Capital Markets 5.3% 5.4% +0.1%
Finance 5.8% 5.3% -0.6%
Electrical Equipment 4.0% 5.1% +1.1%
Chemicals & Petrochemicals 4.3% 4.7% +0.4%
Retailing 4.1% 4.1% +0.1%
IT - Software 3.3% 3.4% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 10.4% 10.4% 0.0%
Pharmaceuticals & Biotechnology 10.4% 9.3% -1.1%
Auto Components 8.0% 8.4% +0.4%
Industrial Products 8.2% 7.9% -0.3%
Electrical Equipment 5.1% 7.6% +2.5%
Capital Markets 5.4% 7.2% +1.8%
Chemicals & Petrochemicals 4.7% 5.0% +0.3%
Finance 5.3% 4.8% -0.5%
Consumer Durables 3.2% 3.4% +0.2%
IT - Software 3.4% 3.2% -0.2%
🟢
Biggest New Buy
Bharat Heavy Electricals Limited
1.80% weight · Electrical Equipment
🔴
Biggest Exit
Info Edge (India) Limited
1.11% was held · Retailing
Biggest Add
Billionbrains Garage Ventures Ltd
+0.95% · now 1.57%
Biggest Trim
Coromandel International Limited
-0.97% · now 0.57%
🤝 Other funds also bought this month
Axis Bank Limited 78 funds
Axis Bank Limited
UTI Nifty Private Bank Index Fund - Direct Plan - Growth Option
HDFC NIFTY Private Bank ETF - Growth Option
TATA NIFTY PRIVATE BANK EXCHANGE TRADED FUND + more
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
Bharat Heavy Electricals Limited 33 funds
Bharat Heavy Electricals Limited
CANARA ROBECO MANUFACTURING FUND
quant Dynamic Asset Allocation Fund
quant Momentum Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
Info Edge (India) Limited 17 funds
Info Edge (India) Limited
Invesco India Technology Fund - Direct Plan - Growth
Union Focused Fund - Direct Plan - Growth Option
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth) + more
Swiggy Limited 10 funds
Swiggy Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
JM Value Fund (Direct) - Growth Option
UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option + more
Jubilant Foodworks Limited 9 funds
Jubilant Foodworks Limited
Tata Focused Fund-Direct Plan-Growth
JM Focused Fund (Direct) - Growth Option
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth + more
Jyoti CNC Automation Ltd 8 funds
Jyoti CNC Automation Ltd
Groww Small Cap Fund-Direct-Growth
Tata Digital India Fund-Direct Plan-Growth
Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 3 New Entries 🔴 4 Exits ↑ 30 Increased ↓ 32 Decreased
#StockSectorWeight (Apr 2026)
1
Bharat Heavy Electricals Limited
₹30.72 Cr
Electrical Equipment 1.80%
2
Axis Bank Limited
₹18.37 Cr
Banks 1.08%
3
Eternal Limited
₹11.74 Cr
Retailing 0.69%
#StockSectorLast Weight (Mar 2026)
1
Info Edge (India) Limited
₹16.67 Cr
Retailing 1.11%
2
Swiggy Limited
₹13.94 Cr
Retailing 0.93%
3
Jubilant Foodworks Limited
₹8.66 Cr
Leisure Services 0.58%
4
Jyoti CNC Automation Ltd
₹7.74 Cr
Industrial Manufacturing 0.52%
#StockSectorMar 2026Apr 2026Change
1
Billionbrains Garage Ventures Ltd
₹26.79 Cr
Capital Markets 0.62% 1.57% +0.95%
2
BSE Limited
₹25.74 Cr
Capital Markets 0.60% 1.51% +0.91%
3
JSW Energy Limited
₹37.83 Cr
Power 1.68% 2.22% +0.54%
4
JSW Infrastructure Ltd
₹21.41 Cr
Transport Infrastructure 0.88% 1.26% +0.38%
5
UNO Minda Limited
₹15.26 Cr
Auto Components 0.61% 0.89% +0.28%
6
Nippon Life India Asset Management Limited
₹45.28 Cr
Capital Markets 2.40% 2.66% +0.26%
7
Sona BLW Precision Forgings Limited
₹18.82 Cr
Auto Components 0.84% 1.10% +0.26%
8
CG Power and Industrial Solutions Limited
₹29.87 Cr
Electrical Equipment 1.51% 1.75% +0.24%
9
Schneider Electric Infrastructure Limited
₹18.44 Cr
Electrical Equipment 0.84% 1.08% +0.24%
10
Amber Enterprises India Limited
₹25.37 Cr
Consumer Durables 1.26% 1.49% +0.23%
#StockSectorMar 2026Apr 2026Change
1
Coromandel International Limited
₹9.73 Cr
Fertilizers & Agrochemicals 1.54% 0.57% -0.97%
2
Indian Bank
₹43.41 Cr
Banks 3.23% 2.55% -0.68%
3
The Federal Bank Limited
₹70.52 Cr
Banks 4.75% 4.14% -0.61%
4
Shriram Finance Limited
₹33.27 Cr
Finance 2.53% 1.95% -0.58%
5
Ashok Leyland Limited
₹18.53 Cr
Agricultural, Commercial & Construction Vehicles 1.49% 1.09% -0.40%
6
IPCA Laboratories Limited
₹34.44 Cr
Pharmaceuticals & Biotechnology 2.41% 2.02% -0.39%
7
Multi Commodity Exchange of India Limited
₹24.97 Cr
Capital Markets 1.77% 1.46% -0.31%
8
Bharti Hexacom Limited
₹31.67 Cr
Telecom - Services 2.10% 1.86% -0.24%
9
APL Apollo Tubes Limited
₹25.76 Cr
Industrial Products 1.75% 1.51% -0.24%
10
Max Financial Services Limited
₹53.51 Cr
Insurance 3.36% 3.14% -0.22%

Full Portfolio

68 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹70.52 Cr
Banks
4.14%
2
₹53.51 Cr
Insurance
3.14%
3
₹49.62 Cr
Healthcare Services
2.91%
4
₹47.70 Cr
Finance
2.80%
5
₹45.28 Cr
Capital Markets
2.66%
6
₹43.41 Cr
Banks
2.55%
7
₹39.66 Cr
Ferrous Metals
2.33%
8
₹37.83 Cr
Power
2.22%
9
₹37.00 Cr
Realty
2.17%
10
₹36.32 Cr
Electrical Equipment
2.13%
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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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