Equity Holdings of Union Value Fund

Here is the most recent list of equity holdings in the Union Value Fund's portfolio as of 31 Dec 2025 . The fund's AUM is 218.11 crores, of which equity holdings constitute 97.76%.

Name of the EquityHolding Percentage
HDFC Bank Ltd 7.06%
RELIANCE INDUSTRIES LTD. 5.17%
BHARTI AIRTEL LTD. 3.78%
STATE BANK OF INDIA 3.22%
LARSEN & TOUBRO LTD. 3.16%
INFOSYS LTD. 3.03%
ICICI BANK LTD. 2.97%
MARUTI SUZUKI INDIA LTD. 2.85%
GABRIEL INDIA LTD. 2.37%
NTPC LTD. 2.35%
FEDERAL BANK LTD. 2.22%
VOLTAMP TRANSFORMERS LTD. 2.14%
Arvind Fashions Ltd 1.87%
ITC LTD. 1.83%
KARUR VYSYA BANK LTD. 1.82%
BHARAT ELECTRONICS LTD. 1.79%
MPHASIS LTD. 1.68%
The Phoenix Mills Ltd 1.62%
TATA STEEL LTD. 1.62%
TATA CONSULTANCY SERVICES LTD. 1.56%
Ujjivan Small Finance Bank Ltd 1.56%
AXIS BANK LTD. 1.52%
INDIAN BANK 1.48%
Max Financial Services Ltd 1.44%
JINDAL STEEL & POWER LTD. 1.40%
COROMANDEL INTERNATIONAL LTD. 1.35%
Nippon Life India Asset Management Ltd 1.28%
KIRLOSKAR OIL ENGINES LTD. 1.27%
CIPLA LTD. 1.25%
HINDALCO INDUSTRIES LTD. 1.16%
OIL INDIA LTD. 1.13%
SUN PHARMACEUTICAL INDUSTRIES LTD. 1.09%
HERO MOTOCORP LTD. 1.09%
Samvardhana Motherson International Ltd 1.08%
Endurance Technologies Ltd 1.01%
HCL TECHNOLOGIES LTD. 0.88%
BALRAMPUR CHINI MILLS LTD. 0.84%
LTIMindtree Ltd 0.83%
SUZLON ENERGY LTD. 0.82%
Indus Towers Ltd 0.81%
Campus Activewear Ltd 0.78%
GOKALDAS EXPORTS LTD. 0.78%
TATA COMMUNICATIONS LTD. 0.78%
Cholamandalam Financial Holdings Ltd 0.74%
SBI Life Insurance Company Ltd 0.74%
HINDUSTAN PETROLEUM CORPORATION LTD. 0.63%
TECH MAHINDRA LTD. 0.57%
Tube Investments of India Ltd 0.56%
KEC INTERNATIONAL LTD. 0.49%
HINDUSTAN UNILEVER LTD. 0.46%
PRESTIGE ESTATES PROJECTS LTD. 0.19%