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Sectoral / Thematic · Union Mutual Fund · AMFI code 153112Union Active Momentum Fund
Disclosed for 5 months, May 2026 to Sep 2026.Published as: UNION ACTIVE MOMENTUM FUND
Portfolio value
₹503 Cr
up ₹28.3 Cr vs May 2026
- Stocks held
- 39
- down 2 vs May 2026
- Top 10 weight
- 27.8%
- of the portfolio in its ten largest
- Cash & debt
- 5.0%
- cash, money market and debt
- Moves this month
- 14 in · 16 out
- added to 10, trimmed 11
Union Active Momentum Fund is an active equity fund in the Sectoral / Thematic category from Union Mutual Fund. In June 2026 it disclosed 39 stocks worth ₹503 Cr, up ₹28.3 Cr from May 2026. Its largest positions were Kirloskar Oil Engines Limited (3.1%), Bliss GVS Pharma Limited (2.9%), Syrma SGS Technology Limited (2.9%); the ten largest together made up 27.8% of the portfolio, and Pharmaceuticals & Biotechnology was the biggest sector at 18.0% of its equity. Cash and debt stood at 5.0%. Compared with May 2026 the fund entered 14 new stocks and exited 16.
Against 226 other Sectoral / Thematic funds
Concentration
4%
Top-10 weight is higher than 4% of peers
Breadth
39%
Holds more stocks than 39% of peers
Cash
73%
Holds more cash than 73% of peers
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 4.97%
- Δ weight
- up 0.92 pts
- Value
- ₹25 Cr
- Δ value
- up ₹5.8 Cr
- Status
- Added
- Weight
- 3.06%
- Δ weight
- up 0.42 pts
- Value
- ₹15.4 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 2.89%
- Δ weight
- down 0.22 pts
- Value
- ₹14.5 Cr
- Δ value
- down ₹24 L
- Status
- Trimmed
- Weight
- 2.88%
- Δ weight
- up 0.50 pts
- Value
- ₹14.5 Cr
- Δ value
- up ₹3.2 Cr
- Status
- Added
- Weight
- 2.82%
- Δ weight
- down 0.82 pts
- Value
- ₹14.2 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 2.81%
- Δ weight
- up 0.59 pts
- Value
- ₹14.1 Cr
- Δ value
- up ₹3.6 Cr
- Status
- Added
- Weight
- 2.74%
- Δ weight
- up 0.13 pts
- Value
- ₹13.8 Cr
- Δ value
- up ₹1.4 Cr
- Status
- Added
- Weight
- 2.67%
- Δ weight
- up 0.41 pts
- Value
- ₹13.4 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 2.66%
- Δ weight
- up 0.43 pts
- Value
- ₹13.4 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 2.65%
- Δ weight
- up 2.65 pts
- Value
- ₹13.3 Cr
- Δ value
- up ₹13.3 Cr
- Status
- New
- Weight
- 2.65%
- Δ weight
- up 0.06 pts
- Value
- ₹13.3 Cr
- Δ value
- up ₹1 Cr
- Status
- Added
- Weight
- 2.62%
- Δ weight
- up 0.18 pts
- Value
- ₹13.2 Cr
- Δ value
- up ₹1.6 Cr
- Status
- Added
- Weight
- 2.60%
- Δ weight
- up 2.60 pts
- Value
- ₹13.1 Cr
- Δ value
- up ₹13.1 Cr
- Status
- New
- Weight
- 2.60%
- Δ weight
- up 0.13 pts
- Value
- ₹13.1 Cr
- Δ value
- up ₹1.4 Cr
- Status
- Added
- Weight
- 2.58%
- Δ weight
- up 0.54 pts
- Value
- ₹13 Cr
- Δ value
- up ₹3.3 Cr
- Status
- Added
- Weight
- 2.58%
- Δ weight
- up 2.58 pts
- Value
- ₹13 Cr
- Δ value
- up ₹13 Cr
- Status
- New
- Weight
- 2.55%
- Δ weight
- up 2.55 pts
- Value
- ₹12.8 Cr
- Δ value
- up ₹12.8 Cr
- Status
- New
- Weight
- 2.54%
- Δ weight
- up 0.04 pts
- Value
- ₹12.8 Cr
- Δ value
- up ₹93 L
- Status
- Added
- Weight
- 2.50%
- Δ weight
- up 2.50 pts
- Value
- ₹12.6 Cr
- Δ value
- up ₹12.6 Cr
- Status
- New
- Weight
- 2.49%
- Δ weight
- down 0.01 pts
- Value
- ₹12.5 Cr
- Δ value
- up ₹67 L
- Status
- Added
- Weight
- 2.49%
- Δ weight
- up 2.49 pts
- Value
- ₹12.5 Cr
- Δ value
- up ₹12.5 Cr
- Status
- New
- Weight
- 2.44%
- Δ weight
- down 0.18 pts
- Value
- ₹12.3 Cr
- Δ value
- down ₹18 L
- Status
- Trimmed
- Weight
- 2.42%
- Δ weight
- up 2.42 pts
- Value
- ₹12.2 Cr
- Δ value
- up ₹12.2 Cr
- Status
- New
- Weight
- 2.40%
- Δ weight
- down 0.15 pts
- Value
- ₹12.1 Cr
- Δ value
- down ₹2 L
- Status
- Held
- Weight
- 2.39%
- Δ weight
- up 2.39 pts
- Value
- ₹12 Cr
- Δ value
- up ₹12 Cr
- Status
- New
- Weight
- 2.38%
- Δ weight
- up 2.38 pts
- Value
- ₹12 Cr
- Δ value
- up ₹12 Cr
- Status
- New
- Weight
- 2.32%
- Δ weight
- down 0.24 pts
- Value
- ₹11.7 Cr
- Δ value
- down ₹46 L
- Status
- Trimmed
- Weight
- 2.30%
- Δ weight
- down 0.24 pts
- Value
- ₹11.6 Cr
- Δ value
- down ₹48 L
- Status
- Trimmed
- Weight
- 2.21%
- Δ weight
- up 2.21 pts
- Value
- ₹11.1 Cr
- Δ value
- up ₹11.1 Cr
- Status
- New
- Weight
- 2.20%
- Δ weight
- down 0.34 pts
- Value
- ₹11.1 Cr
- Δ value
- down ₹97 L
- Status
- Trimmed
- Weight
- 2.19%
- Δ weight
- down 0.30 pts
- Value
- ₹11 Cr
- Δ value
- down ₹80 L
- Status
- Trimmed
- Weight
- 2.18%
- Δ weight
- down 0.36 pts
- Value
- ₹11 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 2.16%
- Δ weight
- up 0.34 pts
- Value
- ₹10.9 Cr
- Δ value
- up ₹2.2 Cr
- Status
- Added
- Weight
- 2.12%
- Δ weight
- up 2.12 pts
- Value
- ₹10.7 Cr
- Δ value
- up ₹10.7 Cr
- Status
- New
- Weight
- 2.07%
- Δ weight
- down 0.51 pts
- Value
- ₹10.4 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 2.01%
- Δ weight
- up 2.01 pts
- Value
- ₹10.1 Cr
- Δ value
- up ₹10.1 Cr
- Status
- New
- Weight
- 1.97%
- Δ weight
- down 0.49 pts
- Value
- ₹9.9 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.95%
- Δ weight
- down 0.23 pts
- Value
- ₹9.8 Cr
- Δ value
- down ₹53 L
- Status
- Trimmed
- Weight
- 1.95%
- Δ weight
- up 1.95 pts
- Value
- ₹9.8 Cr
- Δ value
- up ₹9.8 Cr
- Status
- New
- Weight
- 1.90%
- Δ weight
- up 1.90 pts
- Value
- ₹9.6 Cr
- Δ value
- up ₹9.6 Cr
- Status
- New
- 364 Day Treasury Billsdebt
- Weight
- 0.06%
- Δ weight
- down 0.00 pts
- Value
- ₹30 L
- Δ value
- up ₹0 L
- Status
- Held
What changed, May 2026 to Jun 2026
New New positions (14)
- Ather Energy Limited2.7% · ₹13.3 Cr
- Bharat Forge Limited2.6% · ₹13.1 Cr
- Acutaas Chemicals Limited2.6% · ₹13 Cr
- R R Kabel Limited2.5% · ₹12.8 Cr
- Craftsman Automation Limited2.5% · ₹12.6 Cr
- RBL Bank Limited2.5% · ₹12.5 Cr
- Torrent Pharmaceuticals Limited2.4% · ₹12.2 Cr
- NLC India Limited2.4% · ₹12 Cr
- Belrise Industries Ltd.2.4% · ₹12 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since May 2026, the weight rose most in Pharmaceuticals & Biotechnology (+8.3 pts) and Auto Components (+5.3 pts), and fell most in Capital Markets (−4.7 pts) and Aerospace & Defense (−3.2 pts).
- Pharmaceuticals & Biotechnology9.7% → 18.0%+8.3 pts
- Auto Components2.6% → 7.9%+5.3 pts
- Automobiles0.0% → 2.8%new+2.8 pts
- IT - Services0.0% → 2.2%new+2.2 pts
- Electrical Equipment10.3% → 12.3%+2.1 pts
- Power5.4% → 7.4%+2.0 pts
- Capital Markets11.9% → 7.2%−4.7 pts
- Aerospace & Defense6.2% → 3.0%−3.2 pts
- Industrial Capital Goods3.1% → 0.0%exited−3.1 pts
- Ferrous Metals5.1% → 2.2%−2.9 pts
- Telecom - Equipment & Accessories2.4% → 0.0%exited−2.4 pts
- Minerals & Mining2.3% → 0.0%exited−2.3 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | May 2026 | Jun 2026 |
|---|---|---|
| Pharmaceuticals & Biotechnology | 9.7% | 18.0% |
| Industrial Products | 14.9% | 13.9% |
| Electrical Equipment | 10.3% | 12.3% |
| Auto Components | 2.6% | 7.9% |
| Power | 5.4% | 7.4% |
| Capital Markets | 11.9% | 7.2% |
| Banks | 4.6% | 5.4% |
| Non - Ferrous Metals | 4.8% | 4.1% |
| Pharmaceuticals | 3.2% | 3.0% |
| Industrial Manufacturing | 2.5% | 3.0% |
Allocation in Jun 2026change vs May 2026
- Pharmaceuticals & Biotechnology (7)18.0%▲ 8.3 pts
- Industrial Products (5)13.9%▼ 1.0 pts
- Electrical Equipment (5)12.3%▲ 2.1 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jun 2026
5.0%
▲ 0.9 pts vs May 2026
- Cash alone
- 5.0%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 4.1% – 5.0%
- lowest to highest · record 5.0% in Jun 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.