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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
₹536 Cr
up ₹42.3 Cr vs Jul 2026
- Stocks held
- 35
- down 6 vs Jul 2026
- Top 10 weight
- 30.3%
- of the portfolio in its ten largest
- Cash & debt
- 7.3%
- cash, money market and debt
- Moves this month
- 16 in · 22 out
- added to 10, trimmed 4
Union Active Momentum Fund is an active equity fund in the Sectoral / Thematic category from Union Mutual Fund. In August 2026 it disclosed 35 stocks worth ₹536 Cr, up ₹42.3 Cr from Jul 2026. Its largest positions were Welspun Corp Limited (3.7%), Ather Energy Limited (3.3%), Avalon Technologies Limited (3.2%); the ten largest together made up 30.3% of the portfolio, and Industrial Products was the biggest sector at 14.8% of its equity. Cash and debt stood at 7.3%. Compared with Jul 2026 the fund entered 16 new stocks and exited 22.
Against 226 other Sectoral / Thematic funds
Concentration
8%
Top-10 weight is higher than 8% of peers
Breadth
26%
Holds more stocks than 26% of peers
Cash
87%
Holds more cash than 87% of peers
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 7.18%
- Δ weight
- up 3.62 pts
- Value
- ₹38.5 Cr
- Δ value
- up ₹20.9 Cr
- Status
- Added
- Weight
- 3.66%
- Δ weight
- up 1.26 pts
- Value
- ₹19.6 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 3.28%
- Δ weight
- up 0.67 pts
- Value
- ₹17.6 Cr
- Δ value
- up ₹4.7 Cr
- Status
- Added
- Weight
- 3.19%
- Δ weight
- up 0.55 pts
- Value
- ₹17.1 Cr
- Δ value
- up ₹4.1 Cr
- Status
- Added
- Weight
- 2.98%
- Δ weight
- up 0.10 pts
- Value
- ₹16 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 2.96%
- Δ weight
- up 0.38 pts
- Value
- ₹15.9 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 2.91%
- Δ weight
- up 0.25 pts
- Value
- ₹15.6 Cr
- Δ value
- up ₹2.5 Cr
- Status
- Added
- Weight
- 2.87%
- Δ weight
- up 1.42 pts
- Value
- ₹15.4 Cr
- Δ value
- up ₹8.2 Cr
- Status
- Added
- Weight
- 2.86%
- Δ weight
- up 0.42 pts
- Value
- ₹15.3 Cr
- Δ value
- up ₹3.3 Cr
- Status
- Added
- Weight
- 2.80%
- Δ weight
- up 2.80 pts
- Value
- ₹15 Cr
- Δ value
- up ₹15 Cr
- Status
- New
- Weight
- 2.80%
- Δ weight
- up 0.35 pts
- Value
- ₹15 Cr
- Δ value
- up ₹2.9 Cr
- Status
- Added
- Weight
- 2.80%
- Δ weight
- up 2.80 pts
- Value
- ₹15 Cr
- Δ value
- up ₹15 Cr
- Status
- New
- Weight
- 2.78%
- Δ weight
- up 0.36 pts
- Value
- ₹14.9 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 2.77%
- Δ weight
- up 2.77 pts
- Value
- ₹14.9 Cr
- Δ value
- up ₹14.9 Cr
- Status
- New
- Weight
- 2.76%
- Δ weight
- down 0.24 pts
- Value
- ₹14.8 Cr
- Δ value
- down ₹2 L
- Status
- Held
- Weight
- 2.74%
- Δ weight
- up 0.94 pts
- Value
- ₹14.7 Cr
- Δ value
- up ₹5.8 Cr
- Status
- Added
- Weight
- 2.69%
- Δ weight
- up 2.69 pts
- Value
- ₹14.4 Cr
- Δ value
- up ₹14.4 Cr
- Status
- New
- Tourism Finance Corporation of India LtdTourism Finance Corporation of India Ltd. · history in this fund
- Weight
- 2.69%
- Δ weight
- up 2.69 pts
- Value
- ₹14.4 Cr
- Δ value
- up ₹14.4 Cr
- Status
- New
- Weight
- 2.68%
- Δ weight
- up 2.68 pts
- Value
- ₹14.3 Cr
- Δ value
- up ₹14.3 Cr
- Status
- New
- Weight
- 2.67%
- Δ weight
- up 2.67 pts
- Value
- ₹14.3 Cr
- Δ value
- up ₹14.3 Cr
- Status
- New
- Weight
- 2.63%
- Δ weight
- up 2.63 pts
- Value
- ₹14.1 Cr
- Δ value
- up ₹14.1 Cr
- Status
- New
- Weight
- 2.61%
- Δ weight
- down 2.19 pts
- Value
- ₹14 Cr
- Δ value
- down ₹9.7 Cr
- Status
- Trimmed
- Weight
- 2.61%
- Δ weight
- up 0.37 pts
- Value
- ₹14 Cr
- Δ value
- up ₹2.9 Cr
- Status
- Added
- Weight
- 2.58%
- Δ weight
- up 0.09 pts
- Value
- ₹13.8 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 2.58%
- Δ weight
- up 0.03 pts
- Value
- ₹13.8 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 2.57%
- Δ weight
- up 2.57 pts
- Value
- ₹13.7 Cr
- Δ value
- up ₹13.7 Cr
- Status
- New
- Weight
- 2.51%
- Δ weight
- up 2.51 pts
- Value
- ₹13.4 Cr
- Δ value
- up ₹13.4 Cr
- Status
- New
- Weight
- 2.50%
- Δ weight
- up 2.50 pts
- Value
- ₹13.4 Cr
- Δ value
- up ₹13.4 Cr
- Status
- New
- Weight
- 2.42%
- Δ weight
- up 2.42 pts
- Value
- ₹13 Cr
- Δ value
- up ₹13 Cr
- Status
- New
- Weight
- 2.37%
- Δ weight
- up 2.37 pts
- Value
- ₹12.7 Cr
- Δ value
- up ₹12.7 Cr
- Status
- New
- Weight
- 2.33%
- Δ weight
- down 0.28 pts
- Value
- ₹12.5 Cr
- Δ value
- down ₹37 L
- Status
- Trimmed
- Weight
- 2.30%
- Δ weight
- up 2.30 pts
- Value
- ₹12.3 Cr
- Δ value
- up ₹12.3 Cr
- Status
- New
- Weight
- 2.29%
- Δ weight
- down 0.28 pts
- Value
- ₹12.3 Cr
- Δ value
- down ₹40 L
- Status
- Trimmed
- Weight
- 1.92%
- Δ weight
- down 0.43 pts
- Value
- ₹10.3 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.90%
- Δ weight
- up 1.90 pts
- Value
- ₹10.2 Cr
- Δ value
- up ₹10.2 Cr
- Status
- New
- Weight
- 1.72%
- Δ weight
- up 1.72 pts
- Value
- ₹9.2 Cr
- Δ value
- up ₹9.2 Cr
- Status
- New
- 91 Day Treasury Billsdebt
- Weight
- 0.10%
- Δ weight
- down 0.01 pts
- Value
- ₹51 L
- Δ value
- up ₹0 L
- Status
- Held
What changed, Jul 2026 to Aug 2026
New New positions (16)
- Sky Gold And Diamonds Limited2.8% · ₹15 Cr
- FSN E-Commerce Ventures Limited2.8% · ₹15 Cr
- Sona BLW Precision Forgings Limited2.8% · ₹14.9 Cr
- Chennai Petroleum Corporation Limited2.7% · ₹14.4 Cr
- Tourism Finance Corporation of India Ltd2.7% · ₹14.4 Cr
- The Federal Bank Limited2.7% · ₹14.3 Cr
- Radico Khaitan Limited2.7% · ₹14.3 Cr
- Diamond Power Infra Limited2.6% · ₹14.1 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 Jul 2026, the weight rose most in Chemicals & Petrochemicals (+4.9 pts) and Auto Components (+4.1 pts), and fell most in Pharmaceuticals & Biotechnology (−11.1 pts) and Capital Markets (−3.8 pts).
- Chemicals & Petrochemicals2.5% → 7.4%+4.9 pts
- Auto Components8.0% → 12.1%+4.1 pts
- Consumer Durables2.0% → 5.7%+3.7 pts
- Retailing0.0% → 3.0%new+3.0 pts
- Petroleum Products0.0% → 2.9%new+2.9 pts
- Finance0.0% → 2.9%new+2.9 pts
- Pharmaceuticals & Biotechnology25.4% → 14.3%−11.1 pts
- Capital Markets6.8% → 3.0%−3.8 pts
- Aerospace & Defense5.3% → 2.5%−2.8 pts
- IT - Hardware2.7% → 0.0%exited−2.7 pts
- Industrial Manufacturing2.5% → 0.0%exited−2.5 pts
- Pharmaceuticals2.3% → 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 | Jul 2026 | Aug 2026 |
|---|---|---|---|
| Industrial Products | 14.9% | 15.5% | 14.8% |
| Pharmaceuticals & Biotechnology | 9.7% | 25.4% | 14.3% |
| Auto Components | 2.6% | 8.0% | 12.1% |
| Chemicals & Petrochemicals | 2.6% | 2.5% | 7.4% |
| Electrical Equipment | 10.3% | 7.1% | 6.3% |
| Consumer Durables | — | 2.0% | 5.7% |
| Banks | 4.6% | 4.4% | 5.4% |
| Healthcare Services | — | 5.0% | 5.1% |
| Automobiles | — | 2.7% | 3.5% |
| Retailing | — | — | 3.0% |
Allocation in Aug 2026change vs Jul 2026
- Industrial Products (5)14.8%▼ 0.7 pts
- Pharmaceuticals & Biotechnology (5)14.3%▼ 11.1 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, Aug 2026
7.3%
▲ 3.6 pts vs Jul 2026
- Cash alone
- 7.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.7% – 7.3%
- lowest to highest · record 7.3% in Aug 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.