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Union Multicap Fund - Direct Plan - Growth Option

Multi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
73
Aug 2026
Equity Holdings
₹1,491.60 Cr
Equity only, excl. debt & cash
AAUM
₹1,337.01 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.2%
Diversified
Top 10 Weight
26.0%
Diversified
Changes
73
5 new · 5 exits
Top Sector
Banks
17.6% of portfolio
Launch Date
28 Nov 2022
4 years old

AAUM (Average Assets Under Management) of ₹1,337.01 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 Multicap Fund made 5 new additions and exited 5 stocks this month. The biggest new buy was Aditya Birla Capital Limited (Finance) at 1.00% weight. Maruti Suzuki India Limited was the biggest exit (Automobiles), which was held at 1.22%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 1.54% of the portfolio. Fortis Healthcare Limited was trimmed the most, now at 1.33%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.6%. ↓ 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 22.7% 20.1% -2.6%
Auto Components 8.2% 9.5% +1.3%
Pharmaceuticals & Biotechnology 5.4% 7.2% +1.8%
IT - Software 2.9% 5.2% +2.3%
Electrical Equipment 7.7% 4.8% -2.9%
Industrial Products 6.5% 4.8% -1.7%
Finance 3.4% 4.1% +0.7%
Consumer Durables 1.4% 3.7% +2.3%
Automobiles 3.2% 3.4% +0.2%
Construction 3.6% 3.0% -0.6%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.1% 17.6% -2.5%
Auto Components 9.5% 8.6% -0.9%
Pharmaceuticals & Biotechnology 7.2% 6.7% -0.4%
Finance 4.1% 5.3% +1.2%
IT - Software 5.2% 5.3% +0.1%
Industrial Products 4.8% 4.9% +0.1%
Consumer Durables 3.7% 3.9% +0.2%
Electrical Equipment 4.8% 3.6% -1.2%
Capital Markets 2.4% 3.5% +1.1%
Chemicals & Petrochemicals 2.8% 3.2% +0.4%
🟢
Biggest New Buy
Aditya Birla Capital Limited
1.00% weight · Finance
🔴
Biggest Exit
Maruti Suzuki India Limited
1.22% was held · Automobiles
Biggest Add
Multi Commodity Exchange of India Limited
+1.07% · now 1.54%
Biggest Trim
Fortis Healthcare Limited
-1.08% · now 1.33%
🤝 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
Welspun Corp Limited 19 funds
Welspun Corp Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
Aditya Birla Capital Limited 13 funds
Aditya Birla Capital Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Abakkus Large & Mid cap Fund
Helios Financial Services Fund - Direct Plan - Growth Option + more
IDBI Bank Limited 7 funds
IDBI Bank Limited
Mirae Asset BSE 200 Equal Weight ETF
quant Mid Cap Fund - Growth Option - Direct Plan
Mirae Asset Nifty Smallcap 250 ETF + more
Aarti Industries Limited 6 funds
Aarti Industries Limited
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Maruti Suzuki India Limited 77 funds
Maruti Suzuki India Limited
Kotak Nifty MNC ETF
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Suzlon Energy Limited 18 funds
Suzlon Energy Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH
Kotak Nifty Midcap 50 ETF + more
Motherson Sumi Wiring India Limited 15 funds
Motherson Sumi Wiring India Limited
LIC MF Small Cap Fund-Direct Plan-Growth
Union Business Cycle Fund - Direct Plan - Growth Option
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Schneider Electric Infrastructure Limited 12 funds
Schneider Electric Infrastructure Limited
Samco Active Momentum Fund
Union Active Momentum Fund - Direct Plan - Growth Option
PGIM India Small Cap Fund - Direct Plan- Growth Option + more
Inventurus Knowledge Solutions Limited 9 funds
Inventurus Knowledge Solutions Limited
Axis Services Opportunities Fund - Direct Plan - Growth Option
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
Mirae Asset Flexi Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 5 Exits ↑ 27 Increased ↓ 36 Decreased
#StockSectorWeight (Aug 2026)
1
Aditya Birla Capital Limited
₹15.64 Cr
Finance 1.00%
2
IDBI Bank Limited
₹11.98 Cr
Banks 0.77%
3
Hindustan Copper Limited
₹9.55 Cr
Non - Ferrous Metals 0.61%
4
Welspun Corp Limited
₹4.91 Cr
Industrial Products 0.31%
5
Aarti Industries Limited
₹3.81 Cr
Chemicals & Petrochemicals 0.24%
#StockSectorLast Weight (Jul 2026)
1
Maruti Suzuki India Limited
₹17.89 Cr
Automobiles 1.22%
2
Schneider Electric Infrastructure Limited
₹13.23 Cr
Electrical Equipment 0.90%
3
Motherson Sumi Wiring India Limited
₹11.68 Cr
Auto Components 0.80%
4
Inventurus Knowledge Solutions Limited
₹7.64 Cr
IT - Services 0.52%
5
Suzlon Energy Limited
₹5.69 Cr
Electrical Equipment 0.39%
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹24.08 Cr
Capital Markets 0.47% 1.54% +1.07%
2
Adani Enterprises Limited
₹16.53 Cr
Metals & Minerals Trading 0.49% 1.06% +0.57%
3
Bharti Airtel Limited
₹36.56 Cr
Telecom - Services 1.86% 2.34% +0.48%
4
Shriram Finance Limited
₹30.21 Cr
Finance 1.46% 1.93% +0.47%
5
One 97 Communications Limited
₹40.54 Cr
Financial Technology (Fintech) 2.16% 2.60% +0.44%
6
Info Edge (India) Limited
₹22.92 Cr
Retailing 1.10% 1.47% +0.37%
7
Ather Energy Limited
₹24.74 Cr
Automobiles 1.24% 1.58% +0.34%
8
PTC Industries Limited
₹20.40 Cr
Industrial Products 0.99% 1.31% +0.32%
9
Arvind Limited
₹15.18 Cr
Textiles & Apparels 0.72% 0.97% +0.25%
10
Marico Limited
₹23.88 Cr
Agricultural Food & other Products 1.34% 1.53% +0.19%
#StockSectorJul 2026Aug 2026Change
1
Fortis Healthcare Limited
₹20.77 Cr
Healthcare Services 2.41% 1.33% -1.08%
2
State Bank of India
₹30.09 Cr
Banks 2.76% 1.93% -0.83%
3
Ujjivan Small Finance Bank Limited
₹17.41 Cr
Banks 1.88% 1.11% -0.77%
4
HDFC Bank Limited
₹44.67 Cr
Banks 3.45% 2.86% -0.59%
5
ICICI Bank Limited
₹70.03 Cr
Banks 4.98% 4.48% -0.50%
6
KSB Limited
₹10.42 Cr
Industrial Products 1.16% 0.67% -0.49%
7
The Federal Bank Limited
₹22.07 Cr
Banks 1.89% 1.41% -0.48%
8
Reliance Industries Limited
₹18.29 Cr
Petroleum Products 1.45% 1.17% -0.28%
9
Radico Khaitan Limited
₹26.42 Cr
Beverages 1.96% 1.69% -0.27%
10
IPCA Laboratories Limited
₹21.84 Cr
Pharmaceuticals & Biotechnology 1.67% 1.40% -0.27%

What Stocks Does This Fund Hold?

73 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹70.03 Cr
Banks
4.48%
2
₹44.67 Cr
Banks
2.86%
3
₹44.61 Cr
Construction
2.86%
4
₹40.54 Cr
Financial Technology (Fintech)
2.60%
5
₹37.69 Cr
Banks
2.41%
6
₹36.56 Cr
Telecom - Services
2.34%
7
₹34.09 Cr
IT - Software
2.18%
8
₹33.69 Cr
Auto Components
2.16%
9
₹33.63 Cr
Consumer Durables
2.15%
10
₹30.09 Cr
Banks
1.93%
🏆 Top stocks held by Multi Cap 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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