Equity Holdings of Union Balanced Advantage Fund

Here is the most recent list of equity holdings in the Union Balanced Advantage Fund's portfolio as of 31 Oct 2025 . The fund's AUM is 1,639.64 crores, of which equity holdings constitute 70.65%.

Name of the EquityHolding Percentage
HDFC Bank Ltd 5.46%
RELIANCE INDUSTRIES LTD. 3.90%
BHARTI AIRTEL LTD. 3.50%
ICICI BANK LTD. 3.35%
LARSEN & TOUBRO LTD. 2.21%
Zomato Ltd 2.19%
STATE BANK OF INDIA 2.01%
KOTAK MAHINDRA BANK LTD. 1.82%
INFOSYS LTD. 1.75%
MAHINDRA & MAHINDRA LTD. 1.72%
HINDUSTAN UNILEVER LTD. 1.69%
TVS MOTOR COMPANY LTD. 1.51%
MARUTI SUZUKI INDIA LTD. 1.38%
Patanjali Foods Ltd 1.38%
Max Financial Services Ltd 1.26%
GABRIEL INDIA LTD. 1.24%
ITC LTD. 1.21%
AXIS BANK LTD. 1.19%
ULTRATECH CEMENT LTD. 1.15%
BHARAT ELECTRONICS LTD. 0.96%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD. 0.85%
LUPIN LTD. 0.83%
SUN PHARMACEUTICAL INDUSTRIES LTD. 0.81%
TATA CONSULTANCY SERVICES LTD. 0.81%
Titan Company Limited 0.76%
Max Healthcare Institute Ltd 0.75%
CUMMINS INDIA LTD. 0.74%
JINDAL STEEL & POWER LTD. 0.74%
Dixon Technologies (India) Ltd 0.74%
SOLAR INDUSTRIES INDIA LTD. 0.71%
KARUR VYSYA BANK LTD. 0.70%
COROMANDEL INTERNATIONAL LTD. 0.70%
FEDERAL BANK LTD. 0.69%
REC Ltd 0.69%
BRITANNIA INDUSTRIES LTD. 0.59%
NTPC LTD. 0.56%
GOKALDAS EXPORTS LTD. 0.54%
PIDILITE INDUSTRIES LTD. 0.54%
EICHER MOTORS LTD. 0.53%
MPHASIS LTD. 0.53%
HINDALCO INDUSTRIES LTD. 0.51%
CG Power and Industrial Solutions Ltd 0.51%
Godrej Properties Ltd 0.51%
HCL TECHNOLOGIES LTD. 0.49%
AJANTA PHARMA LTD. 0.48%
GRASIM INDUSTRIES LTD. 0.46%
TATA STEEL LTD. 0.45%
JSW Energy Ltd 0.43%
Jubilant FoodWorks Ltd 0.41%
Tata Consumer Products Ltd 0.41%
Oil and Natural Gas Corporation Ltd 0.40%
INDIAN HOTELS CO.LTD. 0.38%
BLUE STAR LTD. 0.37%
CIPLA LTD. 0.36%
Nippon Life India Asset Management Ltd 0.35%
TRENT LTD. 0.31%
POWER GRID CORPORATION OF INDIA LTD. 0.28%
ADANI ENTERPRISES LTD. 0.28%
Techno Electric & Engineering Company Ltd 0.26%
Crompton Greaves Consumer Electricals Ltd 0.19%
TECH MAHINDRA LTD. 0.11%