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 31 Jan 2024. The fund's AUM is 1,639.64 crores, of which equity holdings constitute 52.32%.
| Name of the Sector | Holding Percentage |
|---|---|
| Financial | 40.35% |
| Others | 19.92% |
| Energy | 7.22% |
| Technology | 6.12% |
| Automobile | 3.81% |
| Construction | 3.73% |
| Consumer Staples | 3.47% |
| Healthcare | 3.24% |
| Capital Goods | 2.72% |
| Materials | 2.58% |
| N/A | 2.23% |
| Unclassified | 1.81% |
| Communication | 1.38% |
| Consumer Discretionary | 1.09% |
| Insurance | 0.56% |
| Textiles | 0.56% |
| Services | 0.52% |
| Metals & Mining | 0.50% |
| Chemicals | 0.00% |
| Others | -1.81% |