Union Active Momentum Fund - IDCW - Regular Plan

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  • 1.06 %Nav, as on 07-11-2025

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  • Net Change on 07-11-2025

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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 7.96 21.96 30.47 1.58 30,802.31
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 3.93 29.21 26.71 1.75 7,766.16
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 3.92 24.56 28.83 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 2.51 13.03 16.54 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 0.53 26.87 32.59 1.80 5,532.51

Fund Holdings as on 31-October-2025

  • TREPS

  • Indian Bank

  • L&T Finance Ltd.

  • HBL Engineering Ltd.

  • Aditya Birla Capital Ltd.

  • CarTrade Tech Ltd.

  • Jayaswal Neco Industries Ltd.

  • GE Vernova T&D India Ltd.

  • Maruti Suzuki India Ltd.

  • Muthoot Finance Ltd.

  • Laurus Labs Ltd.

  • Fortis Healthcare Ltd.

  • One 97 Communications Ltd.

  • Eicher Motors Ltd.

  • Le Travenues Technology Ltd.

  • Eternal Ltd.

  • Marico Ltd.

  • TVS Motor Company Ltd.

  • Paradeep Phosphates Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Ultratech Cement Ltd.

  • Apollo Micro Systems Ltd.

  • HDFC Asset Management Co. Ltd.

  • Radico Khaitan Ltd.

  • UNO Minda Ltd.

  • Force Motors Ltd.

  • JM Financial Ltd.

  • Nava Ltd.

  • Godfrey Phillips India Ltd.

  • JK Cement Ltd.

  • Cupid Ltd.

  • Sarda Energy & Minerals Ltd.

  • AnandRathi Wealth Ltd.

  • Endurance Technologies Ltd.

  • Dalmia Bharat Ltd.

  • Gabriel India Ltd.

  • SML Isuzu 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

  • 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 ₹467.09 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 ₹0.09(1.06%)yesterday to ₹8.61.

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