Union Active Momentum Fund - Growth - Regular Plan

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  • (-1.14%)Nav, as on 12-06-2025

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  • Net Change on 12-06-2025

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  • 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 13.50 26.83 32.63 1.60 28,204.24
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 8.00 34.49 32.25 1.77 6,863.66
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.13 28.45 31.29 1.82 6,588.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -1.03 14.34 20.84 1.90 3,456.33
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 -3.69 24.26 28.89 1.94 3,447.34

Fund Holdings as on 31-May-2025

  • TREPS

  • Apollo Micro Systems Ltd.

  • BSE Ltd.

  • Hitachi Energy India Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Paradeep Phosphates Ltd.

  • Godfrey Phillips India Ltd.

  • Bharti Hexacom Ltd.

  • Solar Industries India Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • Manappuram Finance Ltd.

  • Bharat Dynamics Ltd.

  • CarTrade Tech Ltd.

  • Max Financial Services Ltd.

  • CEAT Ltd.

  • HDFC Bank Ltd.

  • PNB Housing Finance Ltd.

  • Interglobe Aviation Ltd.

  • Fortis Healthcare Ltd.

  • HDFC Life Insurance Company Ltd.

  • Marico Ltd.

  • Bajaj Finance Ltd.

  • ICICI Bank Ltd.

  • Bharat Electronics Ltd.

  • HDFC Asset Management Co. Ltd.

  • Paras Defence And Space Technologies Ltd.

  • Divi's Laboratories Ltd.

  • APL Apollo Tubes Ltd.

  • JSW Steel Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Shree Cement Ltd.

  • Aster DM Healthcare Ltd.

  • Radico Khaitan Ltd.

  • Coromandel International Ltd.

  • The Ramco Cements Ltd.

  • Redington Ltd.

  • JK Cement Ltd.

  • K.P.R. Mill Ltd.

  • Aarti Pharmalabs Ltd.

  • Nazara Technologies Ltd.

  • 364 Day Treasury Bills

  • 182 Day Treasury Bills

  • Net Receivable / Payable

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  • Finance - NBFC

  • Defence

  • Cement & Construction Materials

  • Finance - Others

  • Chemicals

  • Fertilizers

  • Bank - Private

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Electronics - Components

  • Electric Equipment

  • Cigarettes/Tobacco

  • Telecommunication - Service Provider

  • Ship Building

  • Automobiles - Dealers & Distributors

  • Tyres & Allied

  • Finance - Housing

  • Airlines

  • Consumer Food

  • Insurance

  • Finance - Asset Management

  • Breweries & Distilleries

  • Trading

  • Textile

  • IT - Software

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  • Cash

  • Equity

  • Sov

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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 ₹445.30 crore. Union Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Union Active Momentum Fund ended down ₹-0.1(-1.14%)yesterday to ₹8.68.

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