Union Active Momentum Fund - IDCW - Regular Plan

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  • 2.57 %Nav, as on 25-03-2026

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  • Net Change on 25-03-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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 - IDCW Option Jan 15, 2019 4.17 21.49 20.96 1.56 35,665.82
ICICI Prudential Business Cycle Fund IDCW Jan 18, 2021 4.46 20.59 17.75 1.67 16,201.80
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 2.15 25.41 19.06 1.75 8,428.48
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 10.43 24.14 20.59 1.83 6,600.72
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 12.88 31.88 26.77 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Indian Bank

  • Jindal Steel Ltd.

  • TREPS

  • Shriram Finance Ltd.

  • Bank of India

  • State Bank of India

  • Bharat Petroleum Corporation Ltd.

  • The Federal Bank Ltd.

  • Axis Bank Ltd.

  • Vedanta Ltd.

  • MTAR technologies Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Adani Ports and Special Economic Zone Ltd.

  • Tata Steel Ltd.

  • Gujarat Mineral Development Corporation Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Ashok Leyland Ltd.

  • Karur Vysya Bank Ltd.

  • APL Apollo Tubes Ltd.

  • Nippon Life India Asset Management Ltd.

  • JSW Steel Ltd.

  • FSN E-Commerce Ventures Ltd.

  • City Union Bank Ltd.

  • Ujjivan Small Finance Bank Ltd.

  • Navin Fluorine International Ltd.

  • National Aluminium Company Ltd.

  • Hindalco Industries Ltd.

  • Prime Focus Ltd.

  • Avanti Feeds Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Manappuram Finance Ltd.

  • Acutaas Chemicals Ltd.

  • DCB Bank Ltd.

  • Bajaj Consumer Care Ltd.

  • Craftsman Automation Ltd.

  • JK Tyre & Industries Ltd.

  • Net Receivable / Payable

  • 364 Day Treasury Bills

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  • Bank - Private

  • Finance - NBFC

  • Bank - Public

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Refineries

  • Finance - Stock Broking

  • Engineering

  • Port

  • Mining & Minerals

  • Automobiles-Trucks/Lcv

  • Finance - Asset Management

  • e-Commerce

  • Chemicals

  • Aluminium & Aluminium Products

  • Animal Feed

  • Business Support

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Auto Ancillary

  • Tyres & Allied

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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 ₹445.02 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 ₹0.2(2.57%)yesterday to ₹7.99.

Among its top 3 holdings the fund has exposure to Indian Bank, 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