Banks
Union Bank of India
ISIN: INE692A01016 · Data as of Apr 2026
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Active Funds Holding
38
vs Last Month
+2 funds
Total Value
₹2,677.37 Cr
Avg Weight
0.8%
New Entries
11
Exits
9
Top Holder
Sundaram Multi-Factor Fund - Direct - Growth 2.50%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

Union Bank of India is currently held by 38 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹2,677.37 Cr. This month 11 funds entered and 9 funds exited. Sundaram Multi-Factor Fund - Direct - Growth has the highest allocation at 2.50%, followed by Groww Banking & Financial Services Fund - Direct Plan - Growth at 2.49%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
This Month
Portfolio Changes — Apr 2026
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Equity 15 1.07%
Mid Cap 6 0.67%
Balanced Advantage 4 0.09%
Aggressive Hybrid 2 0.25%
Multi Asset 2 0.25%
ELSS 2 1.18%
Flexi Cap 2 1.02%
Multi Cap 1 0.62%
Large Cap 1 0.24%
Value/Contra 1 1.93%
Focused 1 1.14%
Small Cap 1 0.75%
All Holdings
All 38 Active Funds Holding Union Bank of India
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Sundaram Multi-Factor Fund - Direct - Growth
Sundaram Mutual Fund
Equity 2.50% ₹23.73 Cr -0.26%
Groww Banking & Financial Services Fund - Direct Plan - Growth
Groww Mutual Fund
Equity 2.49% ₹1.71 Cr -0.43%
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Baroda BNP Paribas Mutual Fund
Equity 2.02% ₹7.88 Cr +0.71%
Sundaram Value Fund Direct Plan - Growth
Sundaram Mutual Fund
Value/Contra 1.93% ₹25.49 Cr -0.15%
Kotak Active Momentum Fund - Direct Plan - Growth option
Kotak Mutual Fund
Equity 1.90% ₹27.36 Cr -0.17%
Sundaram ELSS Tax Saver Fund Direct Plan Growth
Sundaram Mutual Fund
ELSS 1.79% ₹23.14 Cr -0.14%
Sundaram Flexicap Fund Direct Growth
Sundaram Mutual Fund
Flexi Cap 1.76% ₹35.28 Cr -0.15%
HDFC Mid Cap Fund - Growth Option - Direct Plan
HDFC Mutual Fund
Mid Cap 1.70% ₹1,607.73 Cr -0.16%
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
ITI Mutual Fund
Equity 1.45% ₹5.26 Cr NEW
ITI Business Cycle Fund- Direct Plan- Growth
ITI Mutual Fund
Equity 1.28% ₹1.32 Cr NEW
Kotak Quant Fund - Direct Plan - Growth Option
Kotak Mutual Fund
Equity 1.23% ₹6.24 Cr +0.72%
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Baroda BNP Paribas Mutual Fund
Focused 1.14% ₹7.47 Cr NEW
Franklin India Multi-Factor Fund- Direct- Growth
Franklin Templeton Mutual Fund
Equity 1.05% ₹5.67 Cr -0.1%
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth
Aditya Birla Sun Life Mutual Fund
Equity 1.04% ₹62.78 Cr NEW
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
Mid Cap 0.80% ₹365.07 Cr -0.11%