Portfolio Holdings
As of 31 Jul 2026
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Union Balanced Advantage Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
15.85%
Pharmaceuticals & Biotechnology
5.36%
Telecom - Services
3.71%
Finance
3.48%
Auto Components
3.19%
Petroleum Products
2.93%
Healthcare Services
2.75%
Construction
2.68%
IT - Software
2.60%
Chemicals & Petrochemicals
2.36%
Power
2.31%
Automobiles
2.15%
Electrical Equipment
2.06%
Retailing
2.02%
Others
15.99%

All Holdings

Complete list of 75 stocks, grouped by sector. Filter by industry to focus.

75 holdings26.7% top 10 weight33 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks15.85%
1HDFC Bank Ltd.4.72%58.38
2ICICI Bank Ltd.3.96%49.09
4State Bank of India3.04%37.62
8Axis Bank Ltd.1.74%21.54
14Kotak Mahindra Bank Ltd.1.12%13.89
37RBL Bank Ltd.0.69%8.56
49Ujjivan Small Finance Bank Ltd.0.58%7.18
Pharmaceuticals & Biotechnology 9 stocks5.36%
22Mankind Pharma Ltd.0.86%10.62
24Torrent Pharmaceuticals Ltd.0.84%10.45
25Sai Life Sciences Ltd.0.82%10.16
32Ajanta Pharma Ltd.0.75%9.32
51Divi's Laboratories Ltd.0.57%7.01
55Corona Remedies Ltd.0.52%6.47
61IPCA Laboratories Ltd.0.47%5.80
67Sun Pharmaceutical Industries Ltd.0.37%4.54
74Wockhardt Ltd.0.16%2.01
Telecom - Services 1 stocks3.71%
3Bharti Airtel Ltd.3.71%45.95
Finance 3 stocks3.48%
6Bajaj Finance Ltd.1.91%23.60
23Shriram Finance Ltd.0.85%10.47
33Aditya Birla Capital Ltd.0.72%8.85
Auto Components 3 stocks3.19%
7Gabriel India Ltd.1.80%22.34
26ZF Commercial Vehicle Control Systems India Ltd.0.82%10.13
52Sona Blw Precision Forgings Ltd.0.57%7.08
Petroleum Products 1 stocks2.93%
5Reliance Industries Ltd.2.93%36.30
Healthcare Services 3 stocks2.75%
13Krishna Institute of Medical Sciences Ltd.1.17%14.48
19Dr. Lal Path labs Ltd.1.00%12.38
47Fortis Healthcare Ltd.0.58%7.14
Construction 3 stocks2.68%
9Larsen & Toubro Ltd.1.50%18.59
45Engineers India Ltd.0.63%7.78
53Cemindia Projects Ltd.0.55%6.84
IT - Software 4 stocks2.60%
10Infosys Ltd.1.39%17.17
57Mphasis Ltd.0.49%6.13
60HCL Technologies Ltd.0.48%5.89
72Persistent Systems Ltd.0.24%2.99
Chemicals & Petrochemicals 3 stocks2.36%
17Solar Industries India Ltd.1.04%12.87
41Pidilite Industries Ltd.0.67%8.26
44Aarti Industries Ltd.0.65%8.07
Power 3 stocks2.31%
18Clean Max Enviro Energy Solutions Ltd.1.01%12.50
20JSW Energy Ltd.0.99%12.22
71NTPC Ltd.0.31%3.82
Automobiles 2 stocks2.15%
11Maruti Suzuki India Ltd.1.34%16.64
27Ather Energy Ltd.0.81%10.08
Electrical Equipment 4 stocks2.06%
42CG Power and Industrial Solutions Ltd.0.66%8.16
46Bharat Heavy Electricals Ltd.0.59%7.33
62Apar Industries Ltd.0.46%5.63
68GE Vernova T&D India Ltd.0.35%4.33
Retailing 3 stocks2.02%
12Eternal Ltd.1.26%15.66
63FSN E-Commerce Ventures Ltd.0.43%5.33
70Trent Ltd.0.33%4.09
Realty 2 stocks1.44%
30The Phoenix Mills Ltd.0.76%9.47
40Godrej Properties Ltd.0.68%8.46
Transport Services 2 stocks1.29%
34Shadowfax Technologies Ltd.0.71%8.85
50Delhivery Ltd.0.58%7.23
Capital Markets 2 stocks1.26%
29Nippon Life India Asset Management Ltd.0.77%9.58
59Billionbrains Garage Ventures Ltd.0.49%6.10
Industrial Products 1 stocks1.05%
15Cummins India Ltd.1.05%12.99
Consumer Durables 3 stocks1.05%
54Titan Company Ltd.0.52%6.45
66Amber Enterprises India Ltd.0.41%5.05
75LG Electronics India Ltd.0.12%1.47
Agricultural Food & other Products 1 stocks1.04%
16Tata Consumer Products Ltd.1.04%12.82
Cement & Cement Products 2 stocks0.92%
38Ultratech Cement Ltd.0.69%8.50
73Grasim Industries Ltd.0.23%2.79
Insurance 1 stocks0.90%
21Max Financial Services Ltd.0.90%11.15
Diversified FMCG 1 stocks0.79%
28Hindustan Unilever Ltd.0.79%9.76
Oil 2 stocks0.76%
65Oil & Natural Gas Corporation Ltd.0.42%5.16
69Oil India Ltd.0.34%4.17
Financial Technology (Fintech) 1 stocks0.75%
31One 97 Communications Ltd.0.75%9.25
Aerospace & Defense 1 stocks0.70%
35Bharat Electronics Ltd.0.70%8.61
Transport Infrastructure 1 stocks0.69%
36JSW Infrastructure Ltd.0.69%8.59
IT - Services 1 stocks0.69%
39Inventurus Knowledge Solutions Ltd.0.69%8.48
Agricultural, Commercial & Construction Vehicles 1 stocks0.65%
43Tata Motors Ltd.0.65%8.07
Textiles & Apparels 1 stocks0.58%
48Gokaldas Exports Ltd.0.58%7.16
Household Products 1 stocks0.51%
56Doms Industries Ltd.0.51%6.37
Beverages 1 stocks0.49%
58Varun Beverages Ltd.0.49%6.11
Ferrous Metals 1 stocks0.43%
64Jindal Steel Ltd.0.43%5.29