Portfolio Holdings
As of 31 Jul 2026
← Back to Fund

Union Business Cycle Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
24.44%
Pharmaceuticals & Biotechnology
7.43%
Construction
6.63%
IT - Software
6.20%
Finance
5.08%
Chemicals & Petrochemicals
5.00%
Healthcare Services
4.15%
Electrical Equipment
3.66%
Textiles & Apparels
3.38%
Auto Components
3.30%
Industrial Products
3.25%
Financial Technology (Fintech)
2.63%
Transport Services
2.52%
Aerospace & Defense
2.51%
Petroleum Products
2.23%
Capital Markets
2.08%
Others
9.44%

All Holdings

Complete list of 57 stocks, grouped by sector. Filter by industry to focus.

57 holdings35.4% top 10 weight24 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks24.44%
1ICICI Bank Ltd.8.97%45.75
3HDFC Bank Ltd.4.12%21.00
4Axis Bank Ltd.3.19%16.25
5State Bank of India3.05%15.56
7Ujjivan Small Finance Bank Ltd.2.55%13.03
25RBL Bank Ltd.1.56%7.97
40Bank of Maharashtra1.00%5.10
Pharmaceuticals & Biotechnology 6 stocks7.43%
14Sai Life Sciences Ltd.2.01%10.27
19Cipla Ltd.1.77%9.00
28Mankind Pharma Ltd.1.47%7.50
34Aurobindo Pharma Ltd.1.13%5.76
54Corona Remedies Ltd.0.57%2.89
55Wockhardt Ltd.0.48%2.47
Construction 3 stocks6.63%
2Larsen & Toubro Ltd.4.20%21.40
22Power Mech Projects Ltd.1.69%8.61
49Cemindia Projects Ltd.0.74%3.76
IT - Software 3 stocks6.20%
9Tech Mahindra Ltd.2.23%11.35
11Coforge Ltd.2.18%11.11
18Mphasis Ltd.1.79%9.13
Finance 4 stocks5.08%
20Shriram Finance Ltd.1.72%8.78
30Cholamandalam Investment & Finance Co. Ltd.1.39%7.08
41Fusion Finance Ltd.0.99%5.07
42CreditAccess Grameen Ltd.0.98%5.02
Chemicals & Petrochemicals 3 stocks5.00%
13Solar Industries India Ltd.2.05%10.43
16Navin Fluorine International Ltd.1.94%9.92
38Aarti Industries Ltd.1.01%5.15
Healthcare Services 3 stocks4.15%
17Apollo Hospitals Enterprise Ltd.1.80%9.19
24Krishna Institute of Medical Sciences Ltd.1.57%7.99
48Dr. Lal Path labs Ltd.0.78%3.98
Electrical Equipment 2 stocks3.66%
12Bharat Heavy Electricals Ltd.2.13%10.87
26GE Vernova T&D India Ltd.1.53%7.82
Textiles & Apparels 4 stocks3.38%
23Arvind Ltd.1.63%8.29
51K.P.R. Mill Ltd.0.71%3.64
52Gokaldas Exports Ltd.0.69%3.50
57Indo Count Industries Ltd.0.35%1.81
Auto Components 2 stocks3.30%
10Sona Blw Precision Forgings Ltd.2.23%11.38
36ZF Commercial Vehicle Control Systems India Ltd.1.07%5.47
Industrial Products 3 stocks3.25%
31Cummins India Ltd.1.36%6.95
35KEI Industries Ltd.1.10%5.60
47Jindal Saw Ltd.0.79%4.01
Financial Technology (Fintech) 1 stocks2.63%
6One 97 Communications Ltd.2.63%13.43
Transport Services 2 stocks2.52%
27Delhivery Ltd.1.51%7.68
39Interglobe Aviation Ltd.1.01%5.13
Aerospace & Defense 3 stocks2.51%
43Zen Technologies Ltd.0.96%4.90
46Garden Reach Shipbuilders & Engineers Ltd.0.84%4.28
50Bharat Electronics Ltd.0.71%3.61
Petroleum Products 1 stocks2.23%
8Reliance Industries Ltd.2.23%11.36
Capital Markets 2 stocks2.08%
33360 ONE WAM Ltd.1.19%6.09
45Angel One Ltd.0.89%4.56
Realty 1 stocks1.97%
15Prestige Estates Projects Ltd.1.97%10.04
Agricultural, Commercial & Construction Vehicles 1 stocks1.71%
21Tata Motors Ltd.1.71%8.72
Consumer Durables 1 stocks1.47%
29Dixon Technologies (India) Ltd.1.47%7.50
Automobiles 1 stocks1.28%
32Maruti Suzuki India Ltd.1.28%6.54
Ferrous Metals 1 stocks1.04%
37JSW Steel Ltd.1.04%5.29
Entertainment 1 stocks0.90%
44PVR Inox Ltd.0.90%4.57
Metals & Minerals Trading 1 stocks0.67%
53Adani Enterprises Ltd.0.67%3.41
Non - Ferrous Metals 1 stocks0.40%
56Hindustan Copper Ltd.0.40%2.06