Union Active Momentum Fund - Growth - Regular Plan

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  • (-1.77%)Nav, as on 26-09-2025

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  • Net Change on 26-09-2025

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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
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 -2.50 23.92 31.89 1.58 29,871.10
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -1.96 29.66 28.89 1.76 7,509.40
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -3.61 26.35 29.12 1.82 6,490.27
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated -5.84 14.06 18.02 1.94 5,604.75
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -9.86 29.88 32.39 1.80 5,227.05

Fund Holdings as on 31-August-2025

  • TREPS

  • Apollo Micro Systems Ltd.

  • Paradeep Phosphates Ltd.

  • Force Motors Ltd.

  • Laurus Labs Ltd.

  • GE Vernova T&D India Ltd.

  • Fortis Healthcare Ltd.

  • HDFC Asset Management Co. Ltd.

  • Hitachi Energy India Ltd.

  • Max Financial Services Ltd.

  • JK Cement Ltd.

  • HDFC Life Insurance Company Ltd.

  • Bharti Airtel Ltd.

  • HDFC Bank Ltd.

  • Manappuram Finance Ltd.

  • Welspun Corp Ltd.

  • Divi's Laboratories Ltd.

  • Max Healthcare Institute Ltd.

  • SRF Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Bharat Electronics Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Narayana Hrudayalaya Ltd.

  • Bharti Hexacom Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • Wockhardt Ltd.

  • SBI Cards & Payment Services Ltd.

  • Redington Ltd.

  • Garden Reach Shipbuilders & Engineers Ltd.

  • Solar Industries India Ltd.

  • Lloyds Metals And Energy Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • ITD Cementation India Ltd.

  • Camlin Fine Sciences Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Chemicals

  • Finance - NBFC

  • Electric Equipment

  • Telecommunication - Service Provider

  • Electronics - Components

  • Fertilizers

  • Automobiles-Trucks/Lcv

  • Finance - Asset Management

  • Finance - Others

  • Cement & Construction Materials

  • Insurance

  • Bank - Private

  • Steel & Iron Products

  • Defence

  • Finance - Stock Broking

  • Trading

  • Ship Building

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Engineering - Construction

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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 ₹457.23 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(-1.77%)yesterday to ₹8.34.

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