Which mutual funds hold Union Bank of India?

41 mutual funds hold Union Bank of India as of Aug 2026. The highest weight is 9.01% held by quant BFSI Fund - Growth Option - Direct Plan. Data from official AMFI monthly portfolio disclosures.

What sector is Union Bank of India in?

Union Bank of India is in the Banks sector and is categorised as by SEBI.

What is the SEBI market cap category of Union Bank of India?

As per SEBI and AMFI classification (Jan-Jun 2026), Union Bank of India is a Large Cap stock ranked #75 with an average market cap of ₹1.34 L Cr.

Banks

Union Bank of India

ISIN: INE692A01016 · Data as of Aug 2026

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Active Funds Holding

vs Last Month

0 funds

Total Value

₹4,249.30 Cr

Avg Weight

1.18%

New Entries

Exits

Top Holder

quant BFSI Fund - Growth Option - Direct Plan 9.01%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Large Cap Rank #75

₹49.23 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹1.34 L Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+171.6%

3yr change

Mid Cap → Large Cap in 3 years

SEBI · AMFI Market Cap List

📋 What Changed This Month Union Bank of India is currently held by 41 active mutual funds with total exposure of ₹4,249.30 Cr. This month 6 funds entered and 6 funds exited. quant BFSI Fund - Growth Option - Direct Plan has the highest allocation at 9.01%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Aug 2026 REFERENCE	41	₹4,249	48 / 49
Jul 2026	41	₹3,478	49 / 49	✅ Complete
Jun 2026	47	₹3,079	49 / 49	✅ Complete
May 2026	43	₹2,818	49 / 49	✅ Complete
Apr 2026	45	₹2,689	49 / 49	✅ Complete

📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Aug 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (6)

quant BFSI Fund - Growth Option - Direct Plan 9.01%

NJ Value Fund 1.45%

Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option 0.31%

Sundaram Dynamic Asset Allocation Fund 0.21%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.21%

Mirae Asset Multi Asset Allocation Fund 0.02%

▼ Exits (6)

ITI Large & Mid Cap Fund 0.83%

ITI Mid Cap Fund - Direct Plan - Growth Option 0.6%

Motilal Oswal Quant Fund - Direct - Growth 0.2%

ICICI Prudential Banking & Financial Services Fund 0.2%

Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option 0.19%

ZERODHA LIFE CYCLE FUND 2036 0.07%

↑ Increased (31)

Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth +0.34%

Capitalmind Multi Asset Allocation Fund +0.23%

DSP Banking & Financial Services Fund - Direct - Growth +0.12%

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth +0.74%

Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option +1.39%

Sundaram Value Fund Direct Plan - Growth +0.23%

Baroda BNP Paribas Banking & Financial Services Fund +0.09%

Taurus Large Cap Fund +0.03%

↓ Decreased (2)

ICICI Prudential PSU Equity Fund - Direct Plan - Growth -0.15%

Samco Multi Asset Allocation Fund -0.04%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	17	1.73%
Multi Asset	5	0.73%
Mid Cap	4	0.67%
Value/Contra	3	1.55%
Large Cap	3	0.77%
Flexi Cap	2	0.72%
ELSS	2	0.89%
Small Cap	2	0.85%
Balanced Advantage	2	0.1%
Multi Cap	1	0.59%

All Holdings

Which 41 Active Funds Hold Union Bank of India?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
quant BFSI Fund - Growth Option - Direct Plan Quant Mutual Fund	Equity	9.01%	₹83.04 Cr	NEW
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Aditya Birla Sun Life Mutual Fund	Equity	4.27%	₹259.27 Cr	+0.34%
Capitalmind Multi Asset Allocation Fund Capitalmind Mutual Fund	Multi Asset	2.86%	₹1.12 Cr	+0.23%
DSP Banking & Financial Services Fund - Direct - Growth DSP Mutual Fund	Equity	2.53%	₹55.15 Cr	+0.12%
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth Aditya Birla Sun Life Mutual Fund	Equity	2.49%	₹31.80 Cr	+0.74%
Sundaram Value Fund Direct Plan - Growth Sundaram Mutual Fund	Value/Contra	2.2%	₹28.29 Cr	+0.23%
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund	Equity	1.95%	₹8.96 Cr	+0.09%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	1.76%	₹139.06 Cr	+1.39%
Taurus Large Cap Fund Taurus Mutual Fund	Large Cap	1.72%	₹1.03 Cr	+0.03%
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth Aditya Birla Sun Life Mutual Fund	Equity	1.67%	₹61.27 Cr	+0.66%
HDFC Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	1.57%	₹1,697.41 Cr	+0.1%
NJ Value Fund NJ Mutual Fund	Value/Contra	1.45%	₹2.92 Cr	NEW
Sundaram Multi-Factor Fund - Direct - Growth Sundaram Mutual Fund	Equity	1.3%	₹11.29 Cr	+0.16%
Sundaram Flexicap Fund Direct Growth Sundaram Mutual Fund	Flexi Cap	1.16%	₹22.75 Cr	+0.13%
Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Mutual Fund	ELSS	1.13%	₹14.52 Cr	+0.11%
SAMCO DYNAMIC ASSET ALLOCATION FUND Samco Mutual Fund	Equity	1.05%	₹1.77 Cr	+0.14%
Franklin India Multi-Factor Fund- Direct- Growth Franklin Templeton Mutual Fund	Equity	1.05%	₹6.44 Cr	+0.08%
Mahindra Manulife Banking & Financial Services Fund - Direct - Growth Mahindra Manulife Mutual Fund	Equity	0.99%	₹4.72 Cr	+0.06%
Aditya Birla Sun Life Value Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Value/Contra	0.99%	₹68.23 Cr	+0.41%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.95%	₹780.76 Cr	+0.11%
Axis Small Cap Fund - Direct Plan - Growth Axis Mutual Fund	Small Cap	0.74%	₹232.19 Cr	+0.04%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	ELSS	0.64%	₹94.32 Cr	+0.07%
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Mahindra Manulife Mutual Fund	Multi Cap	0.59%	₹45.27 Cr	+0.02%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.58%	₹301.81 Cr	+0.04%
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth Mahindra Manulife Mutual Fund	Multi Asset	0.47%	₹5.85 Cr	+0.03%
Samco Active Momentum Fund Samco Mutual Fund	Equity	0.41%	₹3.06 Cr	+0.01%
ICICI Prudential PSU Equity Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	0.35%	₹6.47 Cr	-0.15%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.33%	₹1.04 Cr	+0.03%
Nippon India Large Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Large Cap	0.31%	₹168.34 Cr	NEW
Navi Flexi Cap Fund - Direct Plan - Growth Navi Mutual Fund	Flexi Cap	0.28%	₹82.05 L	+0.02%
Parag Parikh Large Cap Fund - Direct Plan - Growth Parag Parikh Mutual Fund	Large Cap	0.27%	₹2.31 Cr	+0.03%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.25%	₹1.02 Cr	-0.04%
Sundaram Dynamic Asset Allocation Fund Sundaram Mutual Fund	Equity	0.21%	₹3.59 Cr	NEW
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.21%	₹34.62 L	NEW
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	0.21%	₹63.06 Cr	+0.02%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option Edelweiss Mutual Fund	Balanced Advantage	0.18%	₹24.15 Cr	+0.02%
Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Edelweiss Mutual Fund	Equity	0.09%	₹5.24 L	+0.01%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.09%	₹1.70 L	—
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Asset	0.06%	₹1.67 Cr	+0.01%
Mirae Asset Multi Asset Allocation Fund Mirae Asset Mutual Fund	Multi Asset	0.02%	₹83.47 L	NEW
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan HDFC Mutual Fund	Balanced Advantage	0.01%	₹13.29 Cr	—

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.