Union Active Momentum Fund - Growth - Regular Plan

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  • 0.84 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to seek to generate long-term capital appreciation by investing in stocks showing strong momentum. Momentum stocks are such that exhibit relatively superior price momentum - based on the phenomenon that stocks which have performed well in the past relative to other stocks (winners) continue to perform well in the future, and stocks that have performed relatively poorly (losers) continue to perform poorly. The portfolio of stocks will beselected, weighted and rebalanced using proprietary screens.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • TREPS

  • BSE Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • One 97 Communications Ltd.

  • Jubilant Foodworks Ltd.

  • Chambal Fertilisers and Chemicals Ltd.

  • Fortis Healthcare Ltd.

  • Coromandel International Ltd.

  • Bharti Airtel Ltd.

  • Marico Ltd.

  • ICICI Bank Ltd.

  • Eicher Motors Ltd.

  • Divi's Laboratories Ltd.

  • SBI Cards & Payment Services Ltd.

  • Manappuram Finance Ltd.

  • Muthoot Finance Ltd.

  • Patanjali Foods Ltd.

  • Godfrey Phillips India Ltd.

  • Kotak Mahindra Bank Ltd.

  • UPL Ltd.

  • HDFC Bank Ltd.

  • SRF Ltd.

  • Solar Industries India Ltd.

  • Laurus Labs Ltd.

  • Coforge Ltd.

  • PG Electroplast Ltd.

  • Redington Ltd.

  • JSW Steel Ltd.

  • Narayana Hrudayalaya Ltd.

  • Shree Cement Ltd.

  • Avanti Feeds Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Interglobe Aviation Ltd.

  • Firstsource Solutions Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Amber Enterprises India Ltd.

  • PNB Housing Finance Ltd.

  • Bajaj Finance Ltd.

  • Bajaj Finserv Ltd.

  • CarTrade Tech Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Ami Organics Ltd.

  • Wockhardt Ltd.

  • Paradeep Phosphates Ltd.

  • Lloyds Metals And Energy Ltd.

  • Welspun Corp Ltd.

  • 182 Day Treasury Bills

  • Net Receivable / Payable

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  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Bank - Private

  • Chemicals

  • Miscellaneous

  • Fertilizers

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Finance - Others

  • Ship Building

  • Fintech

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Edible Oil

  • Cigarettes/Tobacco

  • Pesticides & Agrochemicals

  • IT - Software

  • Consumer Durables - Domestic Appliances

  • Trading

  • Cement & Construction Materials

  • Airlines

  • BPO/ITeS

  • Air Conditioners

  • Finance - Housing

  • Finance - Investment

  • Automobiles - Dealers & Distributors

  • Steel/Sponge Iron/Pig Iron

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  • Cash

  • Equity

  • Sovereign

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About Union Active Momentum Fund

Scheme Analysis

Union Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Union Mutual Fund. It was launched on 19-Dec-2024 and currently has an AUM of ₹420.62 crore. Union Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Union Active Momentum Fund ended up ₹0.07(0.84%)yesterday to ₹8.44.

Among its top 3 holdings the fund has exposure to TREPS, and

The Union Active Momentum Fund is managed by Sanjay Bembalkar and Gaurav Chopra.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402