Union Mutual Fund

Mutual fund

1%+ in 4 companies · ₹740 Cr at today’s prices · latest filings Sep 2026

Also filed as: Union Small Cap Fund, Union Flexi Cap Fund, Union Aggressive Hybrid Fund…

As of Sep 2026, Union Mutual Fund is a holder of 1% or more in 4 listed companies, with stakes worth about ₹740 Cr at current prices. In the latest quarter it raised its stake in 1 companies and cut it in 3. Its largest holdings by value are Gabriel India at 1.18%, Ujjivan Small Finance Bank at 1.67% and S.J.S. Enterprises at 1.79%.

As of Sep 2026 filingsStakes come from shareholding filings; values use current market prices.How we calculate this

Holdings

Company	Industry	Dec '24	Mar '25	Jun '25	Sep '25	Dec '25	Mar '26	Jun '26
Gabriel India via Union Flexi Cap Fund	Automobile and Auto Components	–	–	1.05	1.71	1.66	1.64	1.34	1.18	minus 0.16 pp	349
Ujjivan Small Finance Bank via Union Flexi Cap Fund	Financial Services	–	–	–	–	1.62	2.06	1.98	1.67	minus 0.31 pp	198
S.J.S. Enterprises via Union Small Cap Fund	Automobile and Auto Components	–	–	2.05	2.07	1.93	1.93	1.92	1.79	minus 0.13 pp	120
Gokaldas Exports via Union Multi Asset Allocation Fund	Textiles	–	–	1.97	1.24	1.13	1.08	1.28	1.48	plus 0.20 pp	73

Public holdings are disclosed only at 1% or more, so a stake that falls below 1% shows as exited. Fund houses show the total of their schemes that hold 1% or more.