Union Active Momentum Fund - Growth - Regular Plan

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  • (-1.73%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

  • 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 14.52 23.37 24.10 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 18.09 22.57 19.11 1.68 15,808.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 19.49 25.64 22.33 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 28.78 33.64 28.45 1.85 5,979.80
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.59 13.97 11.43 1.94 5,514.13

Fund Holdings as on 31-January-2026

  • TREPS

  • National Aluminium Company Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Shriram Finance Ltd.

  • Vedanta Ltd.

  • Hindalco Industries Ltd.

  • Ashok Leyland Ltd.

  • Axis Bank Ltd.

  • The Federal Bank Ltd.

  • Titan Company Ltd.

  • City Union Bank Ltd.

  • AU Small Finance Bank Ltd.

  • TVS Motor Company Ltd.

  • Canara Bank

  • Muthoot Finance Ltd.

  • L&T Finance Ltd.

  • Navin Fluorine International Ltd.

  • SBI Life Insurance Co. Ltd.

  • Eicher Motors Ltd.

  • Larsen & Toubro Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Aditya Birla Capital Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Bajaj Finserv Ltd.

  • Laurus Labs Ltd.

  • Max Financial Services Ltd.

  • The South Indian Bank Ltd.

  • GMR Airports Ltd.

  • Manappuram Finance Ltd.

  • Cummins India Ltd.

  • Maruti Suzuki India Ltd.

  • Prime Focus Ltd.

  • One 97 Communications Ltd.

  • eClerx Services Ltd.

  • Pricol Ltd.

  • Ashapura Minechem Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Finance - NBFC

  • Bank - Private

  • Metal - Non Ferrous

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Aluminium & Aluminium Products

  • Finance - Stock Broking

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Chemicals

  • Bank - Public

  • Insurance

  • Engineering - Construction

  • Finance - Investment

  • Pharmaceuticals & Drugs

  • Finance - Others

  • Airport Management Services

  • Diesel Engines

  • Automobiles - Passenger Cars

  • Business Support

  • Fintech

  • BPO/ITeS

  • Auto Ancillary

  • Mining & Minerals

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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 ₹436.13 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 down ₹-0.15(-1.73%)yesterday to ₹8.5.

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