Union Bank of India

Held by equity mutual funds in 129 disclosed months, Sep 2012 to Sep 2026.

As of

Funds holding

3 vs Aug 2026

Value held by funds: ₹948 Cr; down ₹1,468 Cr vs Aug 2026
Largest position: 4.7%; Aditya Birla Sun Life PSU Equity Fund
Moves this month: 3 in · 6 out; 2 added, 24 trimmed

Union Bank of India (Banks) was held by 29 active equity mutual funds in September 2026, ₹948 Cr in all (down 3 funds from Aug 2026). The largest position was Aditya Birla Sun Life PSU Equity Fund at 4.7% of its portfolio. During the month 3 funds entered and 6 exited. Funds have disclosed holding it since Sep 2012.

Funds holding Union Bank of India in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (6)

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Aditya Birla Sun Life PSU Equity Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
4.66%
Δ weight
up 0.39 pts
Value
₹269 Cr
Δ value
up ₹9.7 Cr
Status
Added
Axis Small Cap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.69%
Δ weight
down 0.05 pts
Value
₹210 Cr
Δ value
down ₹21.7 Cr
Status
Trimmed
Aditya Birla Sun Life Value Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.93%
Δ weight
down 0.06 pts
Value
₹61.9 Cr
Δ value
down ₹6.4 Cr
Status
Trimmed
HDFC Large & Mid Cap Fund
HDFC Mutual Fund · history in this fund
Weight in fund
0.20%
Δ weight
up 0.20 pts
Value
₹57.2 Cr
Δ value
up ₹57.2 Cr
Status
New
Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
1.63%
Δ weight
down 0.04 pts
Value
₹55.5 Cr
Δ value
down ₹5.7 Cr
Status
Trimmed
DSP Banking & Financial Services Fund
DSP Mutual Fund · history in this fund
Weight in fund
2.46%
Δ weight
down 0.07 pts
Value
₹50 Cr
Δ value
down ₹5.2 Cr
Status
Trimmed
Mahindra Manulife Multi Cap Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
0.55%
Δ weight
down 0.04 pts
Value
₹41 Cr
Δ value
down ₹4.2 Cr
Status
Trimmed
Kotak Active Momentum Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.89%
Δ weight
down 0.04 pts
Value
₹30.1 Cr
Δ value
down ₹1.9 Cr
Status
Trimmed
Aditya Birla Sun Life Special Opportunities Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
2.12%
Δ weight
down 0.36 pts
Value
₹28.8 Cr
Δ value
down ₹3 Cr
Status
Trimmed
Sundaram Value Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
2.11%
Δ weight
down 0.09 pts
Value
₹25.7 Cr
Δ value
down ₹2.6 Cr
Status
Trimmed
Sundaram Flexi Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.12%
Δ weight
down 0.04 pts
Value
₹20.6 Cr
Δ value
down ₹2.1 Cr
Status
Trimmed
Edelweiss Business Cycle Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
1.03%
Δ weight
up 1.03 pts
Value
₹13.8 Cr
Δ value
up ₹13.8 Cr
Status
New
Sundaram ELSS Tax Saver Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.09%
Δ weight
down 0.04 pts
Value
₹13.2 Cr
Δ value
down ₹1.4 Cr
Status
Trimmed
Sundaram Multi-Factor Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.27%
Δ weight
down 0.03 pts
Value
₹10 Cr
Δ value
down ₹1.3 Cr
Status
Trimmed
ITI Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
0.61%
Δ weight
down 0.03 pts
Value
₹8.9 Cr
Δ value
down ₹91 L
Status
Trimmed
NJ Momentum Fund
NJ Mutual Fund · history in this fund
Weight in fund
2.38%
Δ weight
down 0.14 pts
Value
₹8.7 Cr
Δ value
up ₹5 L
Status
Added
Baroda BNP Paribas Banking & Financial Services Fund
Baroda BNP Paribas Mutual Fund · history in this fund
Weight in fund
1.57%
Δ weight
down 0.38 pts
Value
₹8.1 Cr
Δ value
down ₹84 L
Status
Trimmed
ITI Large & Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
0.88%
Δ weight
down 0.04 pts
Value
₹6.1 Cr
Δ value
down ₹63 L
Status
Trimmed
ITI Banking and Financial Services Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.51%
Δ weight
down 0.04 pts
Value
₹5.5 Cr
Δ value
down ₹56 L
Status
Trimmed
Edelweiss Large Cap Fund
Edelweiss Mutual Fund · history in this fund
Weight in fund
0.33%
Δ weight
up 0.33 pts
Value
₹4.5 Cr
Δ value
up ₹4.5 Cr
Status
New
Mahindra Manulife Banking & Financial Services Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
0.96%
Δ weight
down 0.03 pts
Value
₹4.3 Cr
Δ value
down ₹44 L
Status
Trimmed
Franklin India Multi-Factor Fund
Franklin Templeton Mutual Fund · history in this fund
Weight in fund
0.62%
Δ weight
down 0.42 pts
Value
₹3.6 Cr
Δ value
down ₹2.8 Cr
Status
Trimmed
Samco Active Momentum Fund
Samco Mutual Fund · history in this fund
Weight in fund
0.36%
Δ weight
down 0.05 pts
Value
₹2.8 Cr
Δ value
down ₹29 L
Status
Trimmed
NJ Value Fund
NJ Mutual Fund · history in this fund
Weight in fund
1.41%
Δ weight
down 0.04 pts
Value
₹2.8 Cr
Δ value
down ₹16 L
Status
Trimmed
Parag Parikh Large Cap Fund
PPFAS Mutual Fund · history in this fund
Weight in fund
0.25%
Δ weight
down 0.01 pts
Value
₹2.2 Cr
Δ value
down ₹11 L
Status
Trimmed
Taurus Large Cap Fund
Taurus Mutual Fund · history in this fund
Weight in fund
1.54%
Δ weight
down 0.18 pts
Value
₹95 L
Δ value
down ₹8 L
Status
Trimmed
Navi Large & Midcap Fund
Navi Mutual Fund · history in this fund
Weight in fund
0.32%
Δ weight
down 0.01 pts
Value
₹94 L
Δ value
down ₹10 L
Status
Trimmed
Navi Flexi Cap Fund
Navi Mutual Fund · history in this fund
Weight in fund
0.26%
Δ weight
down 0.02 pts
Value
₹74 L
Δ value
down ₹8 L
Status
Trimmed
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.19%
Δ weight
down 0.01 pts
Value
₹31 L
Δ value
down ₹3 L
Status
Trimmed

Funds holding this company, with weight, value and change

Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	4.66%	up 0.39 pts	₹269 Cr	up ₹9.7 Cr	1,57,31,755	Added
Axis Small Cap Fund Axis Mutual Fund · history in this fund	Small Cap	0.69%	down 0.05 pts	₹210 Cr	down ₹21.7 Cr	1,23,09,209	Trimmed
Aditya Birla Sun Life Value Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Value / Contra	0.93%	down 0.06 pts	₹61.9 Cr	down ₹6.4 Cr	36,17,159	Trimmed
HDFC Large & Mid Cap Fund HDFC Mutual Fund · history in this fund	Large & Mid Cap	0.20%	up 0.20 pts	₹57.2 Cr	up ₹57.2 Cr	33,43,079	New
Aditya Birla Sun Life Banking And Financial Services Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	1.63%	down 0.04 pts	₹55.5 Cr	down ₹5.7 Cr	32,47,925	Trimmed
DSP Banking & Financial Services Fund DSP Mutual Fund · history in this fund	Sectoral / Thematic	2.46%	down 0.07 pts	₹50 Cr	down ₹5.2 Cr	29,23,949	Trimmed
Mahindra Manulife Multi Cap Fund Mahindra Manulife Mutual Fund · history in this fund	Multi Cap	0.55%	down 0.04 pts	₹41 Cr	down ₹4.2 Cr	24,00,000	Trimmed
Kotak Active Momentum Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.89%	down 0.04 pts	₹30.1 Cr	down ₹1.9 Cr	17,60,488	Trimmed
Aditya Birla Sun Life Special Opportunities Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	2.12%	down 0.36 pts	₹28.8 Cr	down ₹3 Cr	16,85,900	Trimmed
Sundaram Value Fund Sundaram Mutual Fund · history in this fund	Value / Contra	2.11%	down 0.09 pts	₹25.7 Cr	down ₹2.6 Cr	15,00,000	Trimmed
Sundaram Flexi Cap Fund Sundaram Mutual Fund · history in this fund	Flexi Cap	1.12%	down 0.04 pts	₹20.6 Cr	down ₹2.1 Cr	12,06,148	Trimmed
Edelweiss Business Cycle Fund Edelweiss Mutual Fund · history in this fund	Sectoral / Thematic	1.03%	up 1.03 pts	₹13.8 Cr	up ₹13.8 Cr	8,09,769	New
Sundaram ELSS Tax Saver Fund Sundaram Mutual Fund · history in this fund	ELSS (tax saving)	1.09%	down 0.04 pts	₹13.2 Cr	down ₹1.4 Cr	7,69,572	Trimmed
Sundaram Multi-Factor Fund Sundaram Mutual Fund · history in this fund	Sectoral / Thematic	1.27%	down 0.03 pts	₹10 Cr	down ₹1.3 Cr	5,82,895	Trimmed
ITI Mid Cap Fund ITI Mutual Fund · history in this fund	Mid Cap	0.61%	down 0.03 pts	₹8.9 Cr	down ₹91 L	5,18,958	Trimmed
NJ Momentum Fund NJ Mutual Fund · history in this fund	Sectoral / Thematic	2.38%	down 0.14 pts	₹8.7 Cr	up ₹5 L	5,08,763	Added
Baroda BNP Paribas Banking & Financial Services Fund Baroda BNP Paribas Mutual Fund · history in this fund	Sectoral / Thematic	1.57%	down 0.38 pts	₹8.1 Cr	down ₹84 L	4,75,000	Trimmed
ITI Large & Mid Cap Fund ITI Mutual Fund · history in this fund	Large & Mid Cap	0.88%	down 0.04 pts	₹6.1 Cr	down ₹63 L	3,56,686	Trimmed
ITI Banking and Financial Services Fund ITI Mutual Fund · history in this fund	Sectoral / Thematic	1.51%	down 0.04 pts	₹5.5 Cr	down ₹56 L	3,19,755	Trimmed
Edelweiss Large Cap Fund Edelweiss Mutual Fund · history in this fund	Large Cap	0.33%	up 0.33 pts	₹4.5 Cr	up ₹4.5 Cr	2,65,000	New
Mahindra Manulife Banking & Financial Services Fund Mahindra Manulife Mutual Fund · history in this fund	Sectoral / Thematic	0.96%	down 0.03 pts	₹4.3 Cr	down ₹44 L	2,50,000	Trimmed
Franklin India Multi-Factor Fund Franklin Templeton Mutual Fund · history in this fund	Sectoral / Thematic	0.62%	down 0.42 pts	₹3.6 Cr	down ₹2.8 Cr	2,11,823	Trimmed
Samco Active Momentum Fund Samco Mutual Fund · history in this fund	Sectoral / Thematic	0.36%	down 0.05 pts	₹2.8 Cr	down ₹29 L	1,62,230	Trimmed
NJ Value Fund NJ Mutual Fund · history in this fund	Value / Contra	1.41%	down 0.04 pts	₹2.8 Cr	down ₹16 L	1,61,082	Trimmed
Parag Parikh Large Cap Fund PPFAS Mutual Fund · history in this fund	Large Cap	0.25%	down 0.01 pts	₹2.2 Cr	down ₹11 L	1,28,963	Trimmed
Taurus Large Cap Fund Taurus Mutual Fund · history in this fund	Large Cap	1.54%	down 0.18 pts	₹95 L	down ₹8 L	55,922	Trimmed
Navi Large & Midcap Fund Navi Mutual Fund · history in this fund	Large & Mid Cap	0.32%	down 0.01 pts	₹94 L	down ₹10 L	55,000	Trimmed
Navi Flexi Cap Fund Navi Mutual Fund · history in this fund	Flexi Cap	0.26%	down 0.02 pts	₹74 L	down ₹8 L	43,500	Trimmed
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.19%	down 0.01 pts	₹31 L	down ₹3 L	18,351	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (3)

HDFC Large & Mid Cap Fund HDFC Mutual Fund0.2% · ₹57.2 Cr
Edelweiss Business Cycle Fund Edelweiss Mutual Fund1.0% · ₹13.8 Cr
Edelweiss Large Cap Fund Edelweiss Mutual Fund0.3% · ₹4.5 Cr

Exited Funds that exited (6)

Nippon India Small Cap Fund Nippon India Mutual Fundwas 0.9% · ₹781 Cr
Nippon India Growth Mid Cap Fund Nippon India Mutual Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Sep 2012 to Sep 2026.

Value held by funds, Sep 2012 to Sep 2026.