Portfolio Holdings
As of 28 Feb 2026
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Union Balanced Advantage Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
16.73%
Automobiles
4.85%
Finance
4.58%
Petroleum Products
3.85%
Telecom - Services
3.32%
IT - Software
2.99%
Construction
2.82%
Pharmaceuticals & Biotechnology
2.51%
Others
26.73%

All Holdings

Complete list of 70 stocks, grouped by sector. Filter by industry to focus.

70 holdings27.8% top 10 weight33 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks16.73%
1HDFC Bank Ltd.5.17%67.43
3ICICI Bank Ltd.3.61%47.16
5State Bank of India2.71%35.39
7Kotak Mahindra Bank Ltd.1.90%24.75
11Axis Bank Ltd.1.40%18.29
22Karur Vysya Bank Ltd.0.99%12.92
23The Federal Bank Ltd.0.95%12.44
Automobiles 4 stocks4.85%
8TVS Motor Company Ltd.1.76%22.93
13Maruti Suzuki India Ltd.1.33%17.36
17Mahindra & Mahindra Ltd.1.12%14.57
40Eicher Motors Ltd.0.64%8.33
Finance 5 stocks4.58%
9Bajaj Finance Ltd.1.58%20.60
15Shriram Finance Ltd.1.28%16.73
36Jio Financial Services Ltd.0.68%8.85
45TATA Capital Ltd.0.55%7.16
49L&T Finance Ltd.0.49%6.39
Petroleum Products 1 stocks3.85%
2Reliance Industries Ltd.3.85%50.26
Telecom - Services 1 stocks3.32%
4Bharti Airtel Ltd.3.32%43.32
IT - Software 5 stocks2.99%
12Infosys Ltd.1.34%17.51
48Tata Consultancy Services Ltd.0.52%6.85
50HCL Technologies Ltd.0.47%6.08
51Mphasis Ltd.0.46%6.01
68Persistent Systems Ltd.0.20%2.55
Construction 3 stocks2.82%
6Larsen & Toubro Ltd.2.47%32.17
67Techno Electric & Engineering Company Ltd.0.25%3.21
70KEC International Ltd.0.10%1.25
Pharmaceuticals & Biotechnology 3 stocks2.51%
21Lupin Ltd.1.02%13.30
28Sun Pharmaceutical Industries Ltd.0.87%11.38
42Ajanta Pharma Ltd.0.62%8.05
Power 4 stocks1.93%
38NTPC Ltd.0.67%8.74
46Clean Max Enviro Energy Solutions Ltd. A0.53%6.96
57JSW Energy Ltd.0.42%5.48
65Power Grid Corporation of India Ltd.0.31%4.02
Healthcare Services 2 stocks1.78%
19Krishna Institute of Medical Sciences Ltd.1.03%13.41
33Max Healthcare Institute Ltd.0.75%9.75
Auto Components 2 stocks1.78%
20Gabriel India Ltd.1.02%13.33
31ZF Commercial Vehicle Control Systems India Ltd.0.76%9.86
Capital Markets 2 stocks1.71%
26Nippon Life India Asset Management Ltd.0.89%11.64
29ICICI Prudential Asset Management Company Ltd.0.82%10.66
Retailing 2 stocks1.70%
10Eternal Ltd.1.43%18.66
66Trent Ltd.0.27%3.54
Cement & Cement Products 2 stocks1.48%
14Ultratech Cement Ltd.1.29%16.80
69Grasim Industries Ltd.0.19%2.52
Ferrous Metals 2 stocks1.46%
24Jindal Steel Ltd.0.91%11.81
44Tata Steel Ltd.0.55%7.24
Chemicals & Petrochemicals 2 stocks1.31%
35Solar Industries India Ltd.0.72%9.45
43Pidilite Industries Ltd.0.59%7.65
Electrical Equipment 2 stocks1.28%
32Voltamp Transformers Ltd.0.75%9.79
47CG Power and Industrial Solutions Ltd.0.53%6.85
Consumer Durables 3 stocks1.23%
58Titan Company Ltd.0.42%5.45
59Amber Enterprises India Ltd.0.42%5.42
61Blue Star Ltd.0.39%5.05
Diversified FMCG 1 stocks1.13%
16Hindustan Unilever Ltd.1.13%14.75
Aerospace & Defense 1 stocks1.06%
18Bharat Electronics Ltd.1.06%13.81
Realty 2 stocks1.04%
41The Phoenix Mills Ltd.0.64%8.29
60Godrej Properties Ltd.0.40%5.24
Insurance 1 stocks0.90%
25Max Financial Services Ltd.0.90%11.75
Industrial Products 1 stocks0.88%
27Cummins India Ltd.0.88%11.53
Oil 2 stocks0.80%
52Oil & Natural Gas Corporation Ltd.0.46%5.95
64Oil India Ltd.0.34%4.40
Fertilizers & Agrochemicals 1 stocks0.77%
30Coromandel International Ltd.0.77%9.99
Leisure Services 2 stocks0.73%
62Jubilant Foodworks Ltd.0.37%4.89
63The Indian Hotels Company Ltd.0.36%4.67
Agricultural, Commercial & Construction Vehicles 1 stocks0.72%
34Tata Motors Ltd.0.72%9.33
Household Products 1 stocks0.68%
37Doms Industries Ltd.0.68%8.82
Transport Infrastructure 1 stocks0.66%
39Adani Ports and Special Economic Zone Ltd.0.66%8.67
Textiles & Apparels 1 stocks0.43%
53Gokaldas Exports Ltd.0.43%5.62
IT - Services 1 stocks0.43%
54Inventurus Knowledge Solutions Ltd.0.43%5.64
Agricultural Food & other Products 1 stocks0.42%
55Tata Consumer Products Ltd.0.42%5.52
Financial Technology (Fintech) 1 stocks0.42%
56One 97 Communications Ltd.0.42%5.49