Union Active Momentum Fund - IDCW - Regular Plan

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  • (-1.62%)Nav, as on 08-01-2026

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  • Net Change on 08-01-2026

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  • Assets (Cr.)

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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 13.43 23.66 24.89 1.56 33,946.37
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 4.52 30.44 22.00 1.74 8,303.72
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 10.30 25.27 24.40 1.82 6,646.79
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 8.05 15.45 13.60 1.93 5,769.40
SBI PSU Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 07, 2010 13.94 29.13 28.88 1.85 5,762.54

Fund Holdings as on 31-December-2025

  • TREPS

  • Shriram Finance Ltd.

  • Cupid Ltd.

  • Laurus Labs Ltd.

  • L&T Finance Ltd.

  • National Aluminium Company Ltd.

  • Hindalco Industries Ltd.

  • Canara Bank

  • Vedanta Ltd.

  • Titan Company Ltd.

  • Axis Bank Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Ashok Leyland Ltd.

  • AU Small Finance Bank Ltd.

  • TVS Motor Company Ltd.

  • Maruti Suzuki India Ltd.

  • Aditya Birla Capital Ltd.

  • GMR Airports Ltd.

  • Larsen & Toubro Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Bajaj Finserv Ltd.

  • Eicher Motors Ltd.

  • The Federal Bank Ltd.

  • SBI Life Insurance Co. Ltd.

  • Muthoot Finance Ltd.

  • Max Financial Services Ltd.

  • Manappuram Finance Ltd.

  • City Union Bank Ltd.

  • One 97 Communications Ltd.

  • Cummins India Ltd.

  • Navin Fluorine International Ltd.

  • The South Indian Bank Ltd.

  • Prime Focus Ltd.

  • eClerx Services Ltd.

  • Ashapura Minechem Ltd.

  • Pricol Ltd.

  • 364 Day Treasury Bills

  • Net Receivable / Payable

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  • Finance - NBFC

  • Steel & Iron Products

  • Bank - Public

  • Automobiles - Passenger Cars

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Miscellaneous

  • Fintech

  • Batteries

  • e-Commerce

  • Automobile Two & Three Wheelers

  • Automobiles - Dealers & Distributors

  • Diesel Engines

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Defence

  • Chemicals

  • Electronics - Components

  • Engineering

  • BPO/ITeS

  • Household & Personal Products

  • Finance - Others

  • Plastic Products

  • Auto Ancillary

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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 ₹457.35 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 ₹-0.14(-1.62%)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