Union Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0.7 %Nav, as on 04-08-2025

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  • Net Change on 04-08-2025

  • 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
BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A
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 2.10 23.30 30.66 1.58 29,462.53
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -0.80 30.11 29.54 1.76 7,199.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -6.01 25.17 28.74 1.81 6,760.92
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -3.16 13.01 17.88 1.93 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -15.79 29.00 30.04 1.79 5,687.15

Fund Holdings as on 30-June-2025

  • TREPS

  • Redington Ltd.

  • Narayana Hrudayalaya Ltd.

  • Multi Commodity Exchange of India Ltd.

  • SRF Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Divi's Laboratories Ltd.

  • Hitachi Energy India Ltd.

  • Bharat Electronics Ltd.

  • HDFC Asset Management Co. Ltd.

  • HDFC Life Insurance Company Ltd.

  • Max Financial Services Ltd.

  • Fortis Healthcare Ltd.

  • Apollo Micro Systems Ltd.

  • HDFC Bank Ltd.

  • Manappuram Finance Ltd.

  • Paradeep Phosphates Ltd.

  • Solar Industries India Ltd.

  • SBI Cards & Payment Services Ltd.

  • Wockhardt Ltd.

  • Nazara Technologies Ltd.

  • Bharti Hexacom Ltd.

  • Bharti Airtel Ltd.

  • JK Cement Ltd.

  • Max Healthcare Institute Ltd.

  • GE Vernova T&D India Ltd.

  • Reliance Power Ltd.

  • Welspun Corp Ltd.

  • Lloyds Metals And Energy Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Laurus Labs Ltd.

  • Bharat Dynamics Ltd.

  • Camlin Fine Sciences Ltd.

  • Force Motors Ltd.

  • ITD Cementation India Ltd.

  • K.P.R. Mill Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Miscellaneous

  • Chemicals

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Electric Equipment

  • Defence

  • Trading

  • Finance - Stock Broking

  • Finance - Asset Management

  • Insurance

  • Finance - Others

  • Electronics - Components

  • Bank - Private

  • Fertilizers

  • IT - Software

  • Cement & Construction Materials

  • Power Generation/Distribution

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Textile

  • Finance - Investment

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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 ₹476.48 crore. Union Active Momentum Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Union Active Momentum Fund ended up ₹0.06(0.7%)yesterday to ₹8.63.

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