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Union Active Momentum Fund Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 36 |
| Top 10 Stocks (%) | 29.380000000000003 % |
| Top 5 Stocks (%) | 15.190000000000001 % |
| Top 3 Stocks (%) | 9.3 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
41.92655 %
This fund
Vs
61.38 %
Category
Mid Cap Stocks (%)
33.715731999999996 %
This fund
Vs
21.07 %
Category
Small Cap Stocks (%)
21.288024 %
This fund
Vs
17.55 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | Jul 25 | May 25 | Apr 25 | Mar 25 | Dec 24 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 41.82 % | 191.26 Cr | 19.999999999999996 % | 93.4 Cr | 19.18 % | 87.51 Cr | 18.03 % | 82.44 Cr | 18.12 % | 84.38 Cr | 22.0 % | 97.94 Cr | 21.25 % | 89.33 Cr | 14.579999999999998 % | 58.83 Cr | 10.97 % | 45.04 Cr | |
| Automobile | 12.54 % | 57.39 Cr | 19.090000000000003 % | 89.14 Cr | 19.29 % | 88.06 Cr | 3.77 % | 17.22 Cr | 3.22 % | 14.98 Cr | 2.46 % | 10.95 Cr | 2.18 % | 9.15 Cr | 0 % | 0 | 0 % | 0 | |
| Metals & Mining | 10.21 % | 46.67 Cr | 5.09 % | 23.77 Cr | 4.82 % | 22.02 Cr | 4.83 % | 22.06 Cr | 5.37 % | 25 Cr | 4.77 % | 21.26 Cr | 5.11 % | 21.51 Cr | 3.9400000000000004 % | 15.88 Cr | 4.59 % | 18.81 Cr | |
| Services | 9.97 % | 45.58 Cr | 13.149999999999999 % | 61.41 Cr | 12.479999999999999 % | 56.97 Cr | 4.81 % | 22 Cr | 4.91 % | 22.88 Cr | 11.75 % | 52.29 Cr | 15.11 % | 63.58 Cr | 16.75 % | 67.65 Cr | 15.46 % | 63.44 Cr | |
| Construction | 5.52 % | 25.24 Cr | 0 % | 0 | 0 % | 0 | 1.37 % | 6.28 Cr | 1.48 % | 6.89 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 4.18 % | 17.16 Cr | |
| Consumer Staples | 3.13 % | 14.33 Cr | 9.850000000000001 % | 45.98 Cr | 9.86 % | 44.97 Cr | 0 % | 0 | 0 % | 0 | 7.319999999999999 % | 32.59 Cr | 8.61 % | 36.17 Cr | 3.55 % | 14.35 Cr | 4.41 % | 18.12 Cr | |
| Healthcare | 3.0 % | 13.73 Cr | 8.59 % | 40.1 Cr | 8.17 % | 37.32 Cr | 18.84 % | 86.14 Cr | 19.66 % | 91.53 Cr | 7.16 % | 31.84 Cr | 14.19 % | 59.66 Cr | 17.66 % | 71.23 Cr | 9.61 % | 39.46 Cr | |
| Consumer Discretionary | 2.83 % | 12.95 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 2.07 % | 8.69 Cr | 5.84 % | 23.59 Cr | 2.27 % | 9.32 Cr | |
| Insurance | 2.71 % | 12.4 Cr | 0 % | 0 | 0 % | 0 | 2.76 % | 12.61 Cr | 2.65 % | 12.34 Cr | 2.44 % | 10.84 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Capital Goods | 2.66 % | 12.15 Cr | 8.91 % | 41.6 Cr | 8.89 % | 40.56 Cr | 14.95 % | 68.32 Cr | 13.790000000000001 % | 64.19 Cr | 15.56 % | 69.28 Cr | 4.52 % | 19.04 Cr | 13.49 % | 54.52 Cr | 12.370000000000001 % | 50.78 Cr | |
| Chemicals | 2.62 % | 11.98 Cr | 2.7 % | 12.6 Cr | 3.25 % | 14.84 Cr | 9.39 % | 42.92 Cr | 9.91 % | 46.12 Cr | 10.129999999999999 % | 45.11 Cr | 12.370000000000001 % | 52.03 Cr | 10.2 % | 41.19 Cr | 6.050000000000001 % | 24.82 Cr |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Shriram Finance Ltd | Financial | 3.17 % | 14.48 Cr | 3.17% | -- | -- |
| Cupid Ltd. | Consumer Staples | 3.13 % | 14.33 Cr | 3.13% | 2.04% | -- |
| Laurus Labs Ltd. | Healthcare | 3.0 % | 13.73 Cr | 3.0% | 2.67% | 1.97% |
| L&T Finance Ltd. | Financial | 2.98 % | 13.63 Cr | 2.98% | 3.03% | -- |
| National Aluminium Company Ltd. | Metals & Mining | 2.91 % | 13.3 Cr | 2.91% | -- | -- |
| Hindalco Industries Ltd. | Metals & Mining | 2.85 % | 13.01 Cr | 2.85% | -- | -- |
| Vedanta Ltd. | Metals & Mining | 2.84 % | 12.99 Cr | 2.84% | -- | -- |
| Canara Bank | Financial | 2.84 % | 13 Cr | 2.84% | -- | -- |
| Titan Company Ltd. | Consumer Discretionary | 2.83 % | 12.95 Cr | 2.83% | -- | -- |
| Axis Bank Ltd. | Financial | 2.83 % | 12.93 Cr | 2.83% | -- | -- |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 2.83 % | 12.93 Cr | 2.83% | -- | -- |
| Multi Commodity Exchange Of India Ltd. | Services | 2.81 % | 12.85 Cr | 2.81% | -- | -- |
| Ashok Leyland Ltd. | Automobile | 2.79 % | 12.76 Cr | 2.79% | -- | -- |
| AU Small Finance Bank Ltd. | Financial | 2.79 % | 12.76 Cr | 2.79% | -- | -- |
| TVS Motor Company Ltd. | Automobile | 2.78 % | 12.72 Cr | 2.78% | 2.73% | -- |
| Aditya Birla Capital Ltd. | Financial | 2.77 % | 12.65 Cr | 2.77% | 2.89% | -- |
| Maruti Suzuki India Ltd. | Automobile | 2.77 % | 12.66 Cr | 2.77% | 3.08% | -- |
| GMR Airports Ltd. | Construction | 2.77 % | 12.65 Cr | 2.77% | -- | -- |
| Larsen & Toubro Ltd. | Construction | 2.75 % | 12.59 Cr | 2.75% | -- | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.74 % | 12.53 Cr | 2.74% | -- | -- |
| Bajaj Finserv Ltd. | Financial | 2.74 % | 12.52 Cr | 2.74% | -- | 2.14% |
| Eicher Motors Ltd. | Automobile | 2.73 % | 12.5 Cr | 2.73% | 2.9% | -- |
| The Federal Bank Ltd. | Financial | 2.71 % | 12.41 Cr | 2.71% | -- | -- |
| SBI Life Insurance Company Ltd. | Insurance | 2.71 % | 12.4 Cr | 2.71% | -- | -- |
| Max Financial Services Ltd. | Financial | 2.69 % | 12.3 Cr | 2.69% | -- | -- |
| Muthoot Finance Ltd. | Financial | 2.69 % | 12.31 Cr | 2.69% | 2.96% | 2.04% |
| Manappuram Finance Ltd. | Financial | 2.68 % | 12.26 Cr | 2.68% | -- | -- |
| One97 Communications Ltd. | Services | 2.67 % | 12.21 Cr | 2.67% | 2.53% | 2.09% |
| City Union Bank Ltd. | Financial | 2.67 % | 12.22 Cr | 2.67% | -- | -- |
| Cummins India Ltd. | Capital Goods | 2.66 % | 12.15 Cr | 2.66% | -- | -- |
| Navin Fluorine International Ltd. | Chemicals | 2.62 % | 11.98 Cr | 2.62% | -- | 2.08% |
| The South Indian Bank Ltd. | Financial | 2.62 % | 11.95 Cr | 2.62% | -- | -- |
| Prime Focus Ltd. | Services | 2.51 % | 11.46 Cr | 2.51% | -- | -- |
| eClerx Services Ltd. | Services | 1.98 % | 9.05 Cr | 1.98% | -- | -- |
| Ashapura Minechem Ltd. | Metals & Mining | 1.61 % | 7.35 Cr | 1.61% | -- | -- |
| Pricol Ltd. | Automobile | 1.47 % | 6.74 Cr | 1.47% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Shriram Finance Ltd | Financial | 14.48 Cr | -- | 14.48 Cr |
| Cupid Ltd. | Consumer Staples | 14.33 Cr | -- | 14.33 Cr |
| Laurus Labs Ltd. | Healthcare | 13.73 Cr | -- | 13.73 Cr |
| L&T Finance Ltd. | Financial | 13.63 Cr | -- | 13.63 Cr |
| National Aluminium Company Ltd. | Metals & Mining | 13.3 Cr | -- | 13.3 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| The South Indian Bank Ltd. | Financial | 11.95 Cr | -- | 11.95 Cr |
| Prime Focus Ltd. | Services | 11.46 Cr | -- | 11.46 Cr |
| eClerx Services Ltd. | Services | 9.05 Cr | -- | 9.05 Cr |
| Ashapura Minechem Ltd. | Metals & Mining | 7.35 Cr | -- | 7.35 Cr |
| Pricol Ltd. | Automobile | 6.74 Cr | -- | 6.74 Cr |