Which mutual funds hold Union Bank of India?

41 mutual funds hold Union Bank of India as of Jul 2026. The highest weight is 3.93% held by Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth. 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 Jul 2026

Share: WhatsApp ✕ X

Search another stock:

Active Funds Holding

vs Last Month

-6 funds

Total Value

₹3,478.17 Cr

Avg Weight

0.83%

New Entries

Exits

Top Holder

Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth 3.93%

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 ₹3,478.17 Cr. This month 7 funds entered and 13 funds exited. Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth has the highest allocation at 3.93%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	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
Mar 2026	42	₹2,936	48 / 49

📌 Portfolio changes below are based on Jul 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Jul 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 (7)

Baroda BNP Paribas Banking & Financial Services Fund 1.86%

ITI Large & Mid Cap Fund 0.83%

Aditya Birla Sun Life Value Fund - Growth - Direct Plan 0.58%

Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option 0.37%

ZERODHA LIFE CYCLE FUND 2041 0.09%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund 0.08%

ZERODHA LIFE CYCLE FUND 2036 0.07%

▼ Exits (13)

Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option 1.94%

Samco Large Cap Fund 1.9%

Invesco India Transportation and Logistics Fund 0.99%

ITI Value Fund - Direct Plan - Growth Option 0.99%

ITI Balanced Advantage Fund - Direct Plan - Growth Option 0.99%

ITI Large & Midcap Fund - Direct Plan - Growth 0.83%

Aditya Birla Sun Life Quant Fund - Direct Growth 0.46%

Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Growth Option 0.38%

↑ Increased (7)

Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth +0.57%

Capitalmind Multi Asset Allocation Fund +1.12%

DSP Banking & Financial Services Fund - Direct - Growth +0.07%

Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth +0.58%

Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth +0.23%

Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option +0.51%

Samco Active Momentum Fund +0.01%

↓ Decreased (24)

Sundaram Value Fund Direct Plan - Growth -0.07%

Taurus Large Cap Fund -0.17%

HDFC Mid Cap Fund - Growth Option - Direct Plan -0.07%

Sundaram Multi-Factor Fund - Direct - Growth -0.02%

Sundaram Flexicap Fund Direct Growth -0.02%

Sundaram ELSS Tax Saver Fund Direct Plan Growth -0.02%

Franklin India Multi-Factor Fund- Direct- Growth -0.04%

Mahindra Manulife Banking & Financial Services Fund - Direct - Growth -0.03%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	17	0.99%
Mid Cap	6	0.66%
Multi Asset	4	0.85%
Balanced Advantage	3	0.12%
Value/Contra	2	1.28%
Large Cap	2	0.97%
Flexi Cap	2	0.65%
ELSS	2	0.8%
Small Cap	2	0.77%
Multi Cap	1	0.57%

All Holdings

Which 41 Active Funds Hold Union Bank of India?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Aditya Birla Sun Life Mutual Fund	Equity	3.93%	₹235.37 Cr	+0.57%
Capitalmind Multi Asset Allocation Fund Capitalmind Mutual Fund	Multi Asset	2.63%	₹1.02 Cr	+1.12%
DSP Banking & Financial Services Fund - Direct - Growth DSP Mutual Fund	Equity	2.41%	₹50.07 Cr	+0.07%
Sundaram Value Fund Direct Plan - Growth Sundaram Mutual Fund	Value/Contra	1.97%	₹25.69 Cr	-0.07%
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund	Equity	1.86%	₹8.13 Cr	NEW
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth Aditya Birla Sun Life Mutual Fund	Equity	1.75%	₹22.13 Cr	+0.58%
Taurus Large Cap Fund Taurus Mutual Fund	Large Cap	1.69%	₹95.71 L	-0.17%
HDFC Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	1.47%	₹1,540.92 Cr	-0.07%
Sundaram Multi-Factor Fund - Direct - Growth Sundaram Mutual Fund	Equity	1.14%	₹10.25 Cr	-0.02%
Sundaram Flexicap Fund Direct Growth Sundaram Mutual Fund	Flexi Cap	1.03%	₹20.65 Cr	-0.02%
Sundaram ELSS Tax Saver Fund Direct Plan Growth Sundaram Mutual Fund	ELSS	1.02%	₹13.18 Cr	-0.02%
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth Aditya Birla Sun Life Mutual Fund	Equity	1.01%	₹36.98 Cr	+0.23%
Franklin India Multi-Factor Fund- Direct- Growth Franklin Templeton Mutual Fund	Equity	0.97%	₹5.85 Cr	-0.04%
Mahindra Manulife Banking & Financial Services Fund - Direct - Growth Mahindra Manulife Mutual Fund	Equity	0.93%	₹4.28 Cr	-0.03%
SAMCO DYNAMIC ASSET ALLOCATION FUND Samco Mutual Fund	Equity	0.91%	₹1.61 Cr	-0.13%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.84%	₹664.97 Cr	+0.51%
ITI Large & Mid Cap Fund ITI Mutual Fund	Mid Cap	0.83%	₹6.11 Cr	NEW
Axis Small Cap Fund - Direct Plan - Growth Axis Mutual Fund	Small Cap	0.7%	₹210.78 Cr	-0.02%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	0.6%	₹8.89 Cr	-0.02%
Aditya Birla Sun Life Value Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Value/Contra	0.58%	₹39.40 Cr	NEW
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Mahindra Manulife Mutual Fund	Multi Cap	0.57%	₹41.10 Cr	-0.03%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	ELSS	0.57%	₹85.62 Cr	-0.01%
Nippon India Growth Mid Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Mid Cap	0.54%	₹273.98 Cr	-0.02%
ICICI Prudential PSU Equity Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	0.5%	₹9.30 Cr	—
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth Mahindra Manulife Mutual Fund	Multi Asset	0.44%	₹5.31 Cr	-0.02%
Samco Active Momentum Fund Samco Mutual Fund	Equity	0.4%	₹2.71 Cr	+0.01%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	0.37%	₹29.11 Cr	NEW
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.3%	₹94.18 L	-0.01%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.29%	₹1.14 Cr	-0.31%
Navi Flexi Cap Fund - Direct Plan - Growth Navi Mutual Fund	Flexi Cap	0.26%	₹74.49 L	-0.01%
Parag Parikh Large Cap Fund - Direct Plan - Growth Parag Parikh Mutual Fund	Large Cap	0.24%	₹2.00 Cr	-0.01%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	0.2%	₹22.41 Cr	-0.47%
Motilal Oswal Quant Fund - Direct - Growth Motilal Oswal Mutual Fund	Equity	0.2%	₹50.01 L	-0.01%
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option Sundaram Mutual Fund	Balanced Advantage	0.19%	₹3.26 Cr	-0.01%
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	0.19%	₹57.25 Cr	-0.01%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option Edelweiss Mutual Fund	Balanced Advantage	0.16%	₹21.92 Cr	-0.01%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.09%	₹1.31 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.08%	₹4.57 L	NEW
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.07%	₹1.08 L	NEW
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Asset	0.05%	₹1.52 Cr	—
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan HDFC Mutual Fund	Balanced Advantage	0.01%	₹12.06 Cr	—

Explore More

← Stock Search Top Stocks by MF Conviction Fund Directory AMC AAUM Rankings Market Cap Categories

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.