Sector Allocation of the of Union Balanced Advantage Fund
Here is the most recent list of
holdings in sectors in the Union Balanced Advantage Fund's portfolio
as of 28 Feb 2025. The fund's AUM is 1,639.64 crores, of which equity holdings constitute 67.10%.
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 37.09% |
| N/A | 32.90% |
| Others | 23.30% |
| Financial Services | 15.19% |
| Information Technology | 7.15% |
| Energy | 6.60% |
| Technology | 6.06% |
| Automobile and Auto Components | 6.02% |
| Automobile | 5.65% |
| Oil, Gas & Consumable Fuels | 5.40% |
| Telecommunication | 4.74% |
| Fast Moving Consumer Goods | 4.24% |
| Consumer Staples | 4.12% |
| Healthcare | 3.96% |
| Consumer Durables | 3.31% |
| Metals & Mining | 3.01% |
| Services | 2.97% |
| Power | 2.75% |
| Construction | 2.00% |
| Unclassified | 1.81% |
| Capital Goods | 1.78% |
| Construction Materials | 1.72% |
| Communication | 1.69% |
| Chemicals | 1.55% |
| Materials | 1.34% |
| Consumer Discretionary | 1.25% |
| Consumer Services | 0.99% |
| Insurance | 0.56% |
| Textiles | 0.32% |
| Others | -89.47% |