Union Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0.23 %Nav, as on 17-10-2025

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  • Net Change on 17-10-2025

  • 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 5.37 23.72 32.88 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.80 30.43 28.11 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.13 27.21 29.81 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.21 15.04 17.68 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -3.34 29.34 33.45 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • TREPS

  • Paradeep Phosphates Ltd.

  • Indian Bank

  • Apollo Micro Systems Ltd.

  • Maruti Suzuki India Ltd.

  • GE Vernova T&D India Ltd.

  • L&T Finance Ltd.

  • Muthoot Finance Ltd.

  • Eicher Motors Ltd.

  • Aditya Birla Capital Ltd.

  • Eternal Ltd.

  • Fortis Healthcare Ltd.

  • Le Travenues Technology Ltd.

  • Ultratech Cement Ltd.

  • Jayaswal Neco Industries Ltd.

  • TVS Motor Company Ltd.

  • UNO Minda Ltd.

  • HDFC Asset Management Co. Ltd.

  • Godfrey Phillips India Ltd.

  • Marico Ltd.

  • Laurus Labs Ltd.

  • HBL Engineering Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Nava Ltd.

  • CarTrade Tech Ltd.

  • One 97 Communications Ltd.

  • JM Financial Ltd.

  • Force Motors Ltd.

  • JK Cement Ltd.

  • Radico Khaitan Ltd.

  • Sarda Energy & Minerals Ltd.

  • Dalmia Bharat Ltd.

  • Cupid Ltd.

  • Endurance Technologies Ltd.

  • AnandRathi Wealth Ltd.

  • SML Isuzu Ltd.

  • Gabriel India Ltd.

  • Lemon Tree Hotels Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Finance - NBFC

  • Cement & Construction Materials

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Miscellaneous

  • Automobiles-Trucks/Lcv

  • Fertilizers

  • Bank - Public

  • Electronics - Components

  • Automobiles - Passenger Cars

  • Electric Equipment

  • e-Commerce

  • Travel Services

  • Finance - Asset Management

  • Cigarettes/Tobacco

  • Edible Oil

  • Pharmaceuticals & Drugs

  • Batteries

  • Power Generation/Distribution

  • Automobiles - Dealers & Distributors

  • Fintech

  • Finance - Investment

  • Breweries & Distilleries

  • Household & Personal Products

  • Finance - Others

  • Hotel, Resort & Restaurants

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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 ₹456.55 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 ₹0.02(0.23%)yesterday to ₹8.67.

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