← Union Mutual Fund

Union Value Fund - Direct Plan - Growth Option

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
66
Jul 2026
Equity Holdings
₹391.43 Cr
Equity only, excl. debt & cash
AAUM
₹371.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.7%
Diversified
Top 10 Weight
35.3%
Diversified
Changes
70
7 new · 8 exits
Top Sector
Banks
22.1% 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 7 new additions and exited 8 stocks this month. The biggest new buy was Cipla Limited (Pharmaceuticals & Biotechnology) at 1.69% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.26%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 6.68% of the portfolio. Voltamp Transformers Limited was trimmed the most, now at 1.05%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.1%. ↓ 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 19.8% 21.7% +1.9%
Construction 4.9% 5.5% +0.6%
Finance 5.5% 5.4% -0.1%
Auto Components 6.6% 5.2% -1.4%
IT - Software 5.2% 5.1% -0.2%
Petroleum Products 5.1% 4.8% -0.3%
Power 4.8% 4.1% -0.7%
Pharmaceuticals & Biotechnology 4.7% 3.9% -0.8%
Telecom - Services 4.0% 3.8% -0.2%
Retailing 3.7% 3.7% +0.1%
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%
🟢
Biggest New Buy
Cipla Limited
1.69% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.26% was held · Pharmaceuticals & Biotechnology
Biggest Add
ICICI Bank Limited
+1.59% · now 6.68%
Biggest Trim
Voltamp Transformers Limited
-0.84% · now 1.05%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Bharat Heavy Electricals Limited 31 funds
Bharat Heavy Electricals Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Samco Mid Cap 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
Cipla Limited 20 funds
Cipla 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
RBL Bank Limited 17 funds
RBL Bank Limited
Motilal Oswal Asset Management Company Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Baroda BNP Paribas Banking & Financial Services Fund + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + 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
Vedanta Limited 39 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Tata Resources & Energy Fund-Direct Plan-Growth + more
Jio Financial Services Limited 24 funds
Jio Financial Services Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty50 Equal Weight ETF + more
Suzlon Energy Limited 23 funds
Suzlon Energy Limited
Groww BSE Power ETF FOF
Mirae Asset Nifty Energy ETF
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Karur Vysya Bank Limited 20 funds
Karur Vysya Bank Limited
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 8 Exits ↑ 23 Increased ↓ 32 Decreased
#StockSectorWeight (Jul 2026)
1
Cipla Limited
₹6.70 Cr
Pharmaceuticals & Biotechnology 1.69%
2
Torrent Pharmaceuticals Limited
₹5.64 Cr
Pharmaceuticals & Biotechnology 1.43%
3
RBL Bank Limited
₹3.76 Cr
Banks 0.95%
4
Adani Enterprises Limited
₹3.44 Cr
Metals & Minerals Trading 0.87%
5
Prestige Estates Projects Limited
₹2.75 Cr
Realty 0.69%
6
Bharat Heavy Electricals Limited
₹2.04 Cr
Electrical Equipment 0.51%
7
SKY GOLD AND DIAMONDS LIMITED
₹1.61 Cr
Consumer Durables 0.41%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹4.96 Cr
Pharmaceuticals & Biotechnology 1.26%
2
Indian Bank
₹4.53 Cr
Banks 1.15%
3
Suzlon Energy Limited
₹4.42 Cr
Electrical Equipment 1.12%
4
Jio Financial Services Limited
₹3.52 Cr
Finance 0.89%
5
Tata Communications Limited
₹3.11 Cr
Telecom - Services 0.79%
6
Karur Vysya Bank Limited
₹2.97 Cr
Banks 0.76%
7
Crompton Greaves Consumer Electricals Limited
₹1.79 Cr
Consumer Durables 0.45%
8
Vedanta Limited
₹1.38 Cr
Diversified Metals 0.35%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹26.43 Cr
Banks 5.09% 6.68% +1.59%
2
Tech Mahindra Limited
₹7.79 Cr
IT - Software 0.47% 1.97% +1.50%
3
Info Edge (India) Limited
₹5.66 Cr
Retailing 0.59% 1.43% +0.84%
4
HCL Technologies Limited
₹2.90 Cr
IT - Software 0.27% 0.73% +0.46%
5
Coforge Limited
₹3.87 Cr
IT - Software 0.56% 0.98% +0.42%
6
Ujjivan Small Finance Bank Limited
₹8.21 Cr
Banks 1.72% 2.08% +0.36%
7
Vedanta Aluminium Metal Limited
₹3.82 Cr
Metals & Minerals Trading 0.71% 0.96% +0.25%
8
Bharti Airtel Limited
₹12.63 Cr
Telecom - Services 3.01% 3.19% +0.18%
9
Tata Consultancy Services Limited
₹4.26 Cr
IT - Software 0.93% 1.08% +0.15%
10
Berger Paints (I) Limited
₹4.71 Cr
Consumer Durables 1.07% 1.19% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Voltamp Transformers Limited
₹4.14 Cr
Electrical Equipment 1.89% 1.05% -0.84%
2
Infosys Limited
₹4.07 Cr
IT - Software 1.60% 1.03% -0.57%
3
Samvardhana Motherson International Limited
₹3.00 Cr
Auto Components 1.26% 0.76% -0.50%
4
Kirloskar Oil Engines Limited
₹7.20 Cr
Industrial Products 2.28% 1.82% -0.46%
5
Gabriel India Limited
₹8.19 Cr
Auto Components 2.45% 2.07% -0.38%
6
Bharat Electronics Limited
₹5.49 Cr
Aerospace & Defense 1.74% 1.39% -0.35%
7
Axis Bank Limited
₹10.30 Cr
Banks 2.86% 2.60% -0.26%
8
HDFC Bank Limited
₹18.84 Cr
Banks 4.99% 4.76% -0.23%
9
The Federal Bank Limited
₹7.93 Cr
Banks 2.15% 2.01% -0.14%
10
Tube Investments of India Limited
₹5.23 Cr
Auto Components 1.46% 1.32% -0.14%

What Stocks Does This Fund Hold?

66 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹26.43 Cr
Banks
6.68%
2
₹18.84 Cr
Banks
4.76%
3
₹15.62 Cr
Petroleum Products
3.95%
4
₹12.63 Cr
Telecom - Services
3.19%
5
₹12.47 Cr
Power
3.15%
6
₹11.89 Cr
Automobiles
3.01%
7
₹11.87 Cr
Banks
3.00%
8
₹10.99 Cr
Finance
2.78%
9
₹10.30 Cr
Banks
2.60%
10
₹8.55 Cr
Construction
2.16%
🏆 Top stocks held by Value/Contra 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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