Union Active Momentum Fund - Regular Plan - IDCW Option

Equity: Thematic-Active-Momentum Open Ended Scheme
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NAV
₹ 9.32 ₹ 0.05 (0.54 %)
as on 03-06-2026
Asset Size (AUM)
440.27 Cr
Launch Date
Dec 19, 2024
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Investment 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 be selected, weighted and rebalanced using proprietary screens. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 19, 2024
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-4.89

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
13.5%
Volatility
0.0 %
Fund House
Union Mutual Fund
Fund Manager
Gaurav Chopra, Sanjay Bembalkar
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)
Entry Load
Not applicable
Exit Load
1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Union Active Momentum Fund - Regular Plan - IDCW Option
Performance

Scheme Performance (%)

Data as on - 03-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Union Active Momentum Fund - Regular Plan - IDCW Option 19-12-2024 8.37 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings