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Union Multicap Fund - Direct Plan - Growth Option

Multi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
73
Jul 2026
Equity Holdings
₹1,433.08 Cr
Equity only, excl. debt & cash
AAUM
₹1,337.01 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.7%
Diversified
Top 10 Weight
27.6%
Diversified
Changes
76
6 new · 7 exits
Top Sector
Banks
20.1% 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 6 new additions and exited 7 stocks this month. The biggest new buy was Sun Pharmaceutical Industries Limited (Pharmaceuticals & Biotechnology) at 1.80% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 1.44%. Among existing holdings, Dixon Technologies (India) Limited saw the biggest increase — now at 2.07% of the portfolio. Data Patterns (India) Limited was trimmed the most, now at 1.01%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.1%. ↓ 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 17.5% 22.7% +5.2%
Auto Components 8.1% 8.2% +0.1%
Electrical Equipment 8.5% 7.7% -0.8%
Industrial Products 6.8% 6.5% -0.3%
Pharmaceuticals & Biotechnology 5.5% 5.4% -0.1%
Aerospace & Defense 5.0% 4.2% -0.8%
Construction 3.3% 3.6% +0.2%
Finance 0.5% 3.4% +2.9%
Automobiles 2.8% 3.2% +0.4%
Chemicals & Petrochemicals 3.7% 3.2% -0.6%
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%
🟢
Biggest New Buy
Sun Pharmaceutical Industries Limited
1.80% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Kotak Mahindra Bank Limited
1.44% was held · Banks
Biggest Add
Dixon Technologies (India) Limited
+1.61% · now 2.07%
Biggest Trim
Data Patterns (India) Limited
-1.24% · now 1.01%
🤝 Other funds also bought this month
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries 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
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
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Balanced Advantage Fund-Direct Plan-Growth + more
Shadowfax Technologies Ltd. 19 funds
Shadowfax Technologies Ltd.
LIC MF Technology Fund-Direct Plan-Growth
Union Consumption Fund - Direct Plan - Growth Option
Union Flexi Cap Fund - Direct Plan - Growth Option + 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
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Groww Nifty India Defence ETF FOF
Groww Nifty PSE ETF FOF
quant PSU Fund - Growth Option - Direct Plan + 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
ICICI Lombard General Insurance Company Limited 32 funds
ICICI Lombard General Insurance Company Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more
LTIMindtree Limited 25 funds
LTIMindtree Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more
Wockhardt Limited 9 funds
Wockhardt Limited
Groww Nifty Smallcap250 ETF
ITI Focused Fund - Direct Plan - Growth
Invesco India Transportation and Logistics Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 7 Exits ↑ 29 Increased ↓ 34 Decreased
#StockSectorWeight (Jul 2026)
1
Sun Pharmaceutical Industries Limited
₹26.45 Cr
Pharmaceuticals & Biotechnology 1.80%
2
Prestige Estates Projects Limited
₹20.82 Cr
Realty 1.42%
3
Info Edge (India) Limited
₹16.19 Cr
Retailing 1.10%
4
Sona BLW Precision Forgings Limited
₹15.31 Cr
Auto Components 1.04%
5
Shadowfax Technologies Ltd.
₹13.23 Cr
Transport Services 0.90%
6
L&T Finance Limited
₹9.72 Cr
Finance 0.66%
#StockSectorLast Weight (Jun 2026)
1
Kotak Mahindra Bank Limited
₹20.42 Cr
Banks 1.44%
2
Bharat Electronics Limited
₹13.86 Cr
Aerospace & Defense 0.98%
3
ICICI Lombard General Insurance Company Limited
₹11.69 Cr
Insurance 0.82%
4
Indian Bank
₹10.35 Cr
Banks 0.73%
5
Doms Industries Limited
₹10.14 Cr
Household Products 0.71%
6
LTIMindtree Limited
₹6.42 Cr
IT - Software 0.45%
7
Wockhardt Limited
₹3.24 Cr
Pharmaceuticals & Biotechnology 0.23%
#StockSectorJun 2026Jul 2026Change
1
Dixon Technologies (India) Limited
₹30.34 Cr
Consumer Durables 0.46% 2.07% +1.61%
2
Coforge Limited
₹29.55 Cr
IT - Software 0.91% 2.01% +1.10%
3
One 97 Communications Limited
₹31.71 Cr
Financial Technology (Fintech) 1.26% 2.16% +0.90%
4
Persistent Systems Limited
₹17.96 Cr
IT - Software 0.35% 1.22% +0.87%
5
Mphasis Limited
₹29.05 Cr
IT - Software 1.20% 1.98% +0.78%
6
LG Electronics India Ltd
₹16.48 Cr
Consumer Durables 0.43% 1.12% +0.69%
7
ICICI Bank Limited
₹73.08 Cr
Banks 4.45% 4.98% +0.53%
8
Torrent Pharmaceuticals Limited
₹15.86 Cr
Pharmaceuticals & Biotechnology 0.70% 1.08% +0.38%
9
Marico Limited
₹19.60 Cr
Agricultural Food & other Products 0.98% 1.34% +0.36%
10
Ujjivan Small Finance Bank Limited
₹27.58 Cr
Banks 1.60% 1.88% +0.28%
#StockSectorJun 2026Jul 2026Change
1
Data Patterns (India) Limited
₹14.88 Cr
Aerospace & Defense 2.25% 1.01% -1.24%
2
HDFC Bank Limited
₹50.65 Cr
Banks 4.60% 3.45% -1.15%
3
Cummins India Limited
₹14.63 Cr
Industrial Products 1.95% 1.00% -0.95%
4
GE Vernova T&D India Limited
₹13.10 Cr
Electrical Equipment 1.82% 0.89% -0.93%
5
Hitachi Energy India Limited
₹9.28 Cr
Electrical Equipment 1.44% 0.63% -0.81%
6
Bharat Heavy Electricals Limited
₹22.20 Cr
Electrical Equipment 2.11% 1.51% -0.60%
7
Larsen & Toubro Limited
₹43.44 Cr
Construction 3.55% 2.96% -0.59%
8
Axis Bank Limited
₹23.20 Cr
Banks 2.05% 1.58% -0.47%
9
Schneider Electric Infrastructure Limited
₹13.23 Cr
Electrical Equipment 1.37% 0.90% -0.47%
10
Multi Commodity Exchange of India Limited
₹6.85 Cr
Capital Markets 0.88% 0.47% -0.41%

What Stocks Does This Fund Hold?

73 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹73.08 Cr
Banks
4.98%
2
₹50.65 Cr
Banks
3.45%
3
₹43.44 Cr
Construction
2.96%
4
₹40.51 Cr
Banks
2.76%
5
₹37.13 Cr
Banks
2.53%
6
₹35.29 Cr
Healthcare Services
2.41%
7
₹32.38 Cr
Auto Components
2.21%
8
₹31.71 Cr
Financial Technology (Fintech)
2.16%
9
₹30.57 Cr
Auto Components
2.08%
10
₹30.34 Cr
Consumer Durables
2.07%
🏆 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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