Union Active Momentum Fund - Growth - Regular Plan

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  • 0.73 %Nav, as on 17-04-2025

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  • Net Change on 17-04-2025

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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 13.17 21.96 32.77 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.73 20.81 30.28 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 13.16 27.12 31.75 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.52 11.19 21.09 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.61 26.77 31.39 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • TREPS

  • BSE Ltd.

  • Fortis Healthcare Ltd.

  • Amber Enterprises India Ltd.

  • Firstsource Solutions Ltd.

  • Bajaj Finserv Ltd.

  • SBI Cards & Payment Services Ltd.

  • Interglobe Aviation Ltd.

  • The Indian Hotels Company Ltd.

  • Hitachi Energy India Ltd.

  • Aegis Logistics Ltd.

  • One 97 Communications Ltd.

  • Narayana Hrudayalaya Ltd.

  • HDFC Bank Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • Bharti Airtel Ltd.

  • JSW Steel Ltd.

  • Navin Fluorine International Ltd.

  • Chambal Fertilisers and Chemicals Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Redington Ltd.

  • Piramal Pharma Ltd.

  • PG Electroplast Ltd.

  • Muthoot Finance Ltd.

  • Coromandel International Ltd.

  • Kotak Mahindra Bank Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Avanti Feeds Ltd.

  • Vijaya Diagnostic Centre Ltd.

  • Bajaj Finance Ltd.

  • Greaves Cotton Ltd.

  • UPL Ltd.

  • Divi's Laboratories Ltd.

  • SRF Ltd.

  • Laurus Labs Ltd.

  • Blue Star Ltd.

  • VA Tech Wabag Ltd.

  • Max Healthcare Institute Ltd.

  • Dixon Technologies (India) Ltd.

  • Lloyds Metals And Energy Ltd.

  • Wockhardt Ltd.

  • CarTrade Tech Ltd.

  • Ami Organics Ltd.

  • Goldiam International Ltd.

  • Radico Khaitan Ltd.

  • Shakti Pumps (India) Ltd.

  • Net Receivable / Payable

  • 182 Day Treasury Bills

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Chemicals

  • Air Conditioners

  • Bank - Private

  • Fertilizers

  • Finance - Others

  • BPO/ITeS

  • Finance - Investment

  • Airlines

  • Hotel, Resort & Restaurants

  • Logistics

  • Fintech

  • Electric Equipment

  • Ship Building

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Trading

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Diesel Engines

  • Pesticides & Agrochemicals

  • Environmental Services

  • Consumer Durables - Electronics

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Dealers & Distributors

  • Diamond & Jewellery

  • Breweries & Distilleries

  • Compressors / Pumps

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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 ₹403.72 crore. Union Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Union Active Momentum Fund ended up ₹0.06(0.73%)yesterday to ₹8.28.

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