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Union Value Fund - Direct Plan - Growth Option

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
65
Aug 2026
Equity Holdings
₹385.05 Cr
Equity only, excl. debt & cash
AAUM
₹371.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
34.0%
Diversified
Changes
60
1 new · 2 exits
Top Sector
Banks
21.4% of portfolio
Launch Date
14 Nov 2018
8 years old

AAUM (Average Assets Under Management) of ₹371.66 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 Value Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Hindustan Aeronautics Limited (Aerospace & Defense) at 0.48% weight. Schneider Electric Infrastructure Limited was the biggest exit (Electrical Equipment), which was held at 0.64%. Among existing holdings, Jindal Steel Limited saw the biggest increase — now at 1.83% of the portfolio. HDFC Bank Limited was trimmed the most, now at 3.91%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 21.4%. ↓ 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 21.7% 22.1% +0.4%
IT - Software 5.1% 7.1% +2.1%
Pharmaceuticals & Biotechnology 3.9% 5.8% +1.9%
Construction 5.5% 5.2% -0.3%
Petroleum Products 4.8% 4.8% +0.0%
Finance 5.4% 4.5% -0.9%
Retailing 3.7% 4.5% +0.8%
Auto Components 5.2% 4.2% -1.0%
Power 4.1% 4.0% -0.1%
Automobiles 3.5% 3.5% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.1% 21.4% -0.6%
IT - Software 7.1% 7.2% +0.1%
Pharmaceuticals & Biotechnology 5.8% 5.4% -0.5%
Construction 5.2% 5.3% +0.1%
Finance 4.5% 4.7% +0.1%
Petroleum Products 4.8% 4.6% -0.2%
Auto Components 4.2% 4.2% +0.1%
Retailing 4.5% 4.1% -0.3%
Power 4.0% 3.7% -0.3%
Automobiles 3.5% 3.0% -0.6%
🟢
Biggest New Buy
Hindustan Aeronautics Limited
0.48% weight · Aerospace & Defense
🔴
Biggest Exit
Schneider Electric Infrastructure Limited
0.64% was held · Electrical Equipment
Biggest Add
Jindal Steel Limited
+0.75% · now 1.83%
Biggest Trim
HDFC Bank Limited
-0.85% · now 3.91%
🤝 Other funds also bought this month
Hindustan Aeronautics Limited 29 funds
Hindustan Aeronautics Limited
Mirae Asset BSE India Defence ETF
Invesco India PSU Equity Fund
Mirae Asset Nifty Next 50 ETF + more
👋 Other funds also exited
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
Garden Reach Shipbuilders & Engineers Limited 6 funds
Garden Reach Shipbuilders & Engineers Limited
Union Business Cycle Fund - Direct Plan - Growth Option
IB52-Groww Nifty Smallcap 250 ETF
Kotak BSE PSU Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 2 Exits ↑ 24 Increased ↓ 33 Decreased
#StockSectorWeight (Aug 2026)
1
Hindustan Aeronautics Limited
₹1.92 Cr
Aerospace & Defense 0.48%
#StockSectorLast Weight (Jul 2026)
1
Schneider Electric Infrastructure Limited
₹2.52 Cr
Electrical Equipment 0.64%
2
Garden Reach Shipbuilders & Engineers Limited
₹2.16 Cr
Aerospace & Defense 0.55%
#StockSectorJul 2026Aug 2026Change
1
Jindal Steel Limited
₹7.31 Cr
Ferrous Metals 1.08% 1.83% +0.75%
2
Axis Bank Limited
₹12.19 Cr
Banks 2.60% 3.06% +0.46%
3
SKY GOLD AND DIAMONDS LIMITED
₹2.82 Cr
Consumer Durables 0.41% 0.71% +0.30%
4
RBL Bank Limited
₹4.94 Cr
Banks 0.95% 1.24% +0.29%
5
Balrampur Chini Mills Limited
₹4.85 Cr
Agricultural Food & other Products 1.04% 1.22% +0.18%
6
Engineers India Limited
₹4.32 Cr
Construction 0.93% 1.08% +0.15%
7
Shriram Finance Limited
₹11.65 Cr
Finance 2.78% 2.92% +0.14%
8
Coforge Limited
₹4.47 Cr
IT - Software 0.98% 1.12% +0.14%
9
V-Mart Retail Limited
₹6.24 Cr
Retailing 1.45% 1.56% +0.11%
10
Info Edge (India) Limited
₹6.06 Cr
Retailing 1.43% 1.52% +0.09%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹15.58 Cr
Banks 4.76% 3.91% -0.85%
2
Maruti Suzuki India Limited
₹9.75 Cr
Automobiles 3.01% 2.44% -0.57%
3
The Federal Bank Limited
₹5.87 Cr
Banks 2.01% 1.47% -0.54%
4
Arvind Fashions Limited
₹4.20 Cr
Retailing 1.58% 1.05% -0.53%
5
Tata Steel Limited
₹3.14 Cr
Ferrous Metals 1.26% 0.79% -0.47%
6
Cipla Limited
₹5.00 Cr
Pharmaceuticals & Biotechnology 1.69% 1.25% -0.44%
7
Bharti Airtel Limited
₹11.60 Cr
Telecom - Services 3.19% 2.91% -0.28%
8
NTPC Limited
₹11.75 Cr
Power 3.15% 2.95% -0.20%
9
Reliance Industries Limited
₹15.25 Cr
Petroleum Products 3.95% 3.82% -0.13%
10
Ujjivan Small Finance Bank Limited
₹7.91 Cr
Banks 2.08% 1.98% -0.10%

What Stocks Does This Fund Hold?

65 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹26.78 Cr
Banks
6.71%
2
₹15.58 Cr
Banks
3.91%
3
₹15.25 Cr
Petroleum Products
3.82%
4
₹12.24 Cr
Banks
3.07%
5
₹12.19 Cr
Banks
3.06%
6
₹11.75 Cr
Power
2.95%
7
₹11.65 Cr
Finance
2.92%
8
₹11.60 Cr
Telecom - Services
2.91%
9
₹9.75 Cr
Automobiles
2.44%
10
₹8.78 Cr
Construction
2.20%
🏆 Top stocks held by Value/Contra funds
See which stocks all active Value/Contra fund managers are buying — ranked by total value invested
🏦 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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