Union Active Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 1.19 %Nav, as on 01-09-2025

  • Previous Nav

  • Net Change on 01-09-2025

  • 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 -0.06 22.59 28.32 1.58 29,718.06
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -0.76 28.80 28.04 1.76 7,375.63
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -2.95 24.52 26.56 1.82 6,602.43
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -3.30 12.18 17.38 1.94 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -14.84 26.37 27.56 1.80 5,418.32

Fund Holdings as on 31-July-2025

  • TREPS

  • Paradeep Phosphates Ltd.

  • Laurus Labs Ltd.

  • GE Vernova T&D India Ltd.

  • Force Motors Ltd.

  • HDFC Asset Management Co. Ltd.

  • Fortis Healthcare Ltd.

  • Hitachi Energy India Ltd.

  • Welspun Corp Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Nazara Technologies Ltd.

  • HDFC Bank Ltd.

  • Max Healthcare Institute Ltd.

  • Divi's Laboratories Ltd.

  • SRF Ltd.

  • Wockhardt Ltd.

  • Bharti Airtel Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Narayana Hrudayalaya Ltd.

  • HDFC Life Insurance Company Ltd.

  • JK Cement Ltd.

  • Bharat Electronics Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Max Financial Services Ltd.

  • Manappuram Finance Ltd.

  • Apollo Micro Systems Ltd.

  • Lloyds Metals And Energy Ltd.

  • Bharti Hexacom Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Redington Ltd.

  • SBI Cards & Payment Services Ltd.

  • Solar Industries India Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Reliance Power Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • ITD Cementation India Ltd.

  • Camlin Fine Sciences Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

View More

  • Pharmaceuticals & Drugs

  • Chemicals

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Electric Equipment

  • Miscellaneous

  • Telecommunication - Service Provider

  • Fertilizers

  • Automobiles-Trucks/Lcv

  • Finance - Asset Management

  • Steel & Iron Products

  • Bank - Private

  • IT - Software

  • Insurance

  • Cement & Construction Materials

  • Defence

  • Finance - Others

  • Finance - Stock Broking

  • Electronics - Components

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Trading

  • Power Generation/Distribution

  • Finance - Investment

  • Engineering - Construction

View More

  • Cash

  • Equity

  • Sovereign

View More

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 ₹465.70 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 ₹0.1(1.19%)yesterday to ₹8.52.

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