Equity Holdings of Union Value Fund

Here is the most recent list of equity holdings in the Union Value Fund's portfolio as of 30 Apr 2026 . The fund's AUM is 373.14 crores, of which equity holdings constitute 96.91%.

Name of the EquityHolding Percentage
HDFC Bank Ltd 4.57%
RELIANCE INDUSTRIES LTD. 4.35%
NTPC LTD. 3.84%
STATE BANK OF INDIA 3.77%
ICICI BANK LTD. 3.56%
BHARTI AIRTEL LTD. 2.83%
VOLTAMP TRANSFORMERS LTD. 2.48%
GABRIEL INDIA LTD. 2.39%
MARUTI SUZUKI INDIA LTD. 2.37%
LARSEN & TOUBRO LTD. 2.33%
AXIS BANK LTD. 2.18%
Nippon Life India Asset Management Ltd 2.14%
INFOSYS LTD. 1.99%
FEDERAL BANK LTD. 1.97%
BHARAT ELECTRONICS LTD. 1.92%
KIRLOSKAR OIL ENGINES LTD. 1.91%
KARUR VYSYA BANK LTD. 1.90%
TATA STEEL LTD. 1.89%
HERO MOTOCORP LTD. 1.75%
Ujjivan Small Finance Bank Ltd 1.74%
Arvind Fashions Ltd 1.65%
JINDAL STEEL & POWER LTD. 1.62%
Max Financial Services Ltd 1.59%
The Phoenix Mills Ltd 1.53%
AARTI INDUSTRIES LTD. 1.41%
MPHASIS LTD. 1.36%
Tube Investments of India Ltd 1.34%
Endurance Technologies Ltd 1.31%
AJANTA PHARMA LTD. 1.29%
INDIAN BANK 1.27%
TATA CONSULTANCY SERVICES LTD. 1.19%
SCHNEIDER ELECTRIC INFRASTRUCTURE LTD. 1.16%
SUN PHARMACEUTICAL INDUSTRIES LTD. 1.14%
Samvardhana Motherson International Ltd 1.09%
V-MART RETAIL LTD. 1.07%
AUROBINDO PHARMA LTD. 1.02%
BALRAMPUR CHINI MILLS LTD. 0.98%
HINDUSTAN UNILEVER LTD. 0.97%
Campus Activewear Ltd 0.87%
Power Mech Projects Ltd 0.86%
Star Cement Ltd 0.84%
OIL INDIA LTD. 0.81%
Indus Towers Ltd 0.79%
GOKALDAS EXPORTS LTD. 0.73%
TATA COMMUNICATIONS LTD. 0.67%
Garden Reach Shipbuilders & Engineers Ltd 0.65%
ITC LTD. 0.60%
COROMANDEL INTERNATIONAL LTD. 0.58%
TECH MAHINDRA LTD. 0.52%
Vedanta Limited 0.45%
HCL TECHNOLOGIES LTD. 0.32%
Fusion Micro Finance Ltd 0.26%