Portfolio Holdings
As of 30 Apr 2026
← Back to Fund

Union Balanced Advantage Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
14.81%
Finance
4.64%
Petroleum Products
4.16%
Automobiles
3.98%
Telecom - Services
3.50%
IT - Software
2.91%
Construction
2.36%
Pharmaceuticals & Biotechnology
2.31%
Power
2.21%
Auto Components
2.11%
Others
24.82%

All Holdings

Complete list of 71 stocks, grouped by sector. Filter by industry to focus.

71 holdings26.6% top 10 weight33 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks14.81%
2HDFC Bank Ltd.4.03%50.00
4ICICI Bank Ltd.3.48%43.21
5State Bank of India2.53%31.47
8Axis Bank Ltd.1.77%22.00
19Kotak Mahindra Bank Ltd.1.10%13.65
26The Federal Bank Ltd.0.96%11.91
28Karur Vysya Bank Ltd.0.94%11.62
Finance 5 stocks4.64%
6Bajaj Finance Ltd.2.07%25.63
17Shriram Finance Ltd.1.17%14.53
43TATA Capital Ltd.0.58%7.15
49L&T Finance Ltd.0.51%6.29
62Jio Financial Services Ltd.0.31%3.81
Petroleum Products 1 stocks4.16%
1Reliance Industries Ltd.4.16%51.59
Automobiles 5 stocks3.98%
9TVS Motor Company Ltd.1.67%20.70
15Maruti Suzuki India Ltd.1.25%15.56
56Eicher Motors Ltd.0.43%5.33
61Mahindra & Mahindra Ltd.0.35%4.34
65Tata Motors Passenger Vehicles Ltd.0.28%3.42
Telecom - Services 1 stocks3.50%
3Bharti Airtel Ltd.3.50%43.49
IT - Software 5 stocks2.91%
13Infosys Ltd.1.28%15.92
46Tata Consultancy Services Ltd.0.52%6.42
51Mphasis Ltd.0.48%5.95
57HCL Technologies Ltd.0.42%5.25
67Persistent Systems Ltd.0.21%2.59
Construction 3 stocks2.36%
7Larsen & Toubro Ltd.1.98%24.57
64Techno Electric & Engineering Company Ltd.0.28%3.51
71KEC International Ltd.0.10%1.19
Pharmaceuticals & Biotechnology 3 stocks2.31%
21Lupin Ltd.1.07%13.32
37Sun Pharmaceutical Industries Ltd.0.63%7.86
40Ajanta Pharma Ltd.0.61%7.59
Power 4 stocks2.21%
33NTPC Ltd.0.74%9.14
41Clean Max Enviro Energy Solutions Ltd.0.61%7.55
48JSW Energy Ltd.0.51%6.30
60Power Grid Corporation of India Ltd.0.35%4.29
Auto Components 2 stocks2.11%
14Gabriel India Ltd.1.28%15.89
31ZF Commercial Vehicle Control Systems India Ltd.0.83%10.27
Agricultural Food & other Products 2 stocks1.86%
10Patanjali Foods Ltd.1.41%17.53
53Tata Consumer Products Ltd.0.45%5.54
Healthcare Services 2 stocks1.68%
25Krishna Institute of Medical Sciences Ltd.0.97%12.00
35Max Healthcare Institute Ltd.0.71%8.86
Retailing 2 stocks1.66%
11Eternal Ltd.1.36%16.86
63Trent Ltd.0.30%3.76
Electrical Equipment 2 stocks1.64%
22Voltamp Transformers Ltd.1.02%12.63
38CG Power and Industrial Solutions Ltd.0.62%7.69
Chemicals & Petrochemicals 3 stocks1.60%
30Solar Industries India Ltd.0.87%10.81
45Pidilite Industries Ltd.0.57%7.05
69Aarti Industries Ltd.0.16%2.03
Ferrous Metals 2 stocks1.52%
29Jindal Steel Ltd.0.94%11.61
44Tata Steel Ltd.0.58%7.20
Cement & Cement Products 2 stocks1.44%
16Ultratech Cement Ltd.1.24%15.35
68Grasim Industries Ltd.0.20%2.52
Insurance 1 stocks1.30%
12Max Financial Services Ltd.1.30%16.14
Diversified FMCG 1 stocks1.14%
18Hindustan Unilever Ltd.1.14%14.20
Aerospace & Defense 1 stocks1.08%
20Bharat Electronics Ltd.1.08%13.39
Capital Markets 1 stocks1.02%
23Nippon Life India Asset Management Ltd.1.02%12.62
Consumer Durables 3 stocks1.02%
52Titan Company Ltd.0.45%5.53
55Amber Enterprises India Ltd.0.44%5.45
70LG Electronics India Ltd.0.13%1.57
Industrial Products 1 stocks1.00%
24Cummins India Ltd.1.00%12.40
Realty 2 stocks0.96%
36The Phoenix Mills Ltd.0.71%8.83
66Godrej Properties Ltd.0.25%3.13
IT - Services 1 stocks0.95%
27Inventurus Knowledge Solutions Ltd.0.95%11.75
Oil 2 stocks0.87%
47Oil & Natural Gas Corporation Ltd.0.51%6.37
59Oil India Ltd.0.36%4.47
Household Products 1 stocks0.83%
32Doms Industries Ltd.0.83%10.32
Fertilizers & Agrochemicals 1 stocks0.72%
34Coromandel International Ltd.0.72%8.92
Transport Infrastructure 1 stocks0.62%
39Adani Ports and Special Economic Zone Ltd.0.62%7.71
Agricultural, Commercial & Construction Vehicles 1 stocks0.61%
42Tata Motors Ltd.0.61%7.57
Textiles & Apparels 1 stocks0.50%
50Gokaldas Exports Ltd.0.50%6.18
Financial Technology (Fintech) 1 stocks0.44%
54One 97 Communications Ltd.0.44%5.48
Leisure Services 1 stocks0.36%
58The Indian Hotels Company Ltd.0.36%4.45