Union Active Momentum Fund Regular IDCW | Union Active Momentum Fund NAV Today [8.30], Performance & History

Equity Sectoral Thematic Regular

Regular

Direct

1 Year Absolute Returns

6.55% ↑

NAV (₹) on 08 Apr 2026

8.30

1 Day NAV Change

4.27%

Risk Level

Very High Risk

Rating

Union Active Momentum Fund is a Equity mutual fund categorized under Sector, offered by Union Asset Management Company Pvt. Ltd.. Launched on 28 Nov 2024, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount

₹500

Inception Date

28 Nov 2024

Min. Lumpsum Amount

₹ 1,000

Fund Age

1 Yrs

AUM

₹ 445.02 Cr.

Benchmark

NIfty 500 Total Return

Expense Ratio

2.42%

Scheme Type

Open Ended

Exit Load

Asset Allocation

AUM

₹ 445.02 Cr

Equity

191.82%

Debt

0.22%

Money Market & Cash

7.26%

Other Assets & Liabilities

0.98%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	16.42%
Non-Banking Financial Company (NBFC)	11.21%
Finance - Banks - Public Sector	9.26%
Mining/Minerals	5.87%
Iron & Steel	5.77%
Aluminium	5.45%
Steel - Sponge Iron	3.09%
Treps/Reverse Repo	3.09%
Refineries	3.05%
Exchange Platform	2.95%
Aerospace & Defense	2.95%
Port & Port Services	2.93%
Auto - LCVs/HCVs	2.90%
Steel - Tubes/Pipes	2.87%
Finance - Mutual Funds	2.86%
E-Commerce/E-Retail	2.81%
Chemicals - Others	2.76%
Entertainment & Media	2.70%
Animal/Shrimp Feed	2.70%
Pharmaceuticals	2.06%
Personal Care	1.80%
Engineering - General	1.74%
Tyres & Tubes	1.71%
Net Receivables/(Payables)	0.98%
Others - Not Mentioned	0.07%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
Indian Bank	3.15%	₹ 14.01	Finance - Banks - Public Sector
TREPS	3.09%	₹ 13.76	Others
Jindal Steel Ltd.	3.09%	₹ 13.77	Steel - Sponge Iron
Shriram Finance Ltd.	3.07%	₹ 13.66	Non-Banking Financial Company (NBFC)
Bank of India	3.06%	₹ 13.61	Finance - Banks - Public Sector
State Bank of India	3.05%	₹ 13.59	Finance - Banks - Public Sector
Bharat Petroleum Corporation Ltd.	3.05%	₹ 13.59	Refineries
The Federal Bank Ltd.	3.04%	₹ 13.52	Finance - Banks - Private Sector
Axis Bank Ltd.	3.02%	₹ 13.44	Finance - Banks - Private Sector
Vedanta Ltd.	2.96%	₹ 13.18	Mining/Minerals
MTAR technologies Ltd.	2.95%	₹ 13.14	Aerospace & Defense
Multi Commodity Exchange of India Ltd.	2.95%	₹ 13.13	Exchange Platform
Adani Ports and Special Economic Zone Ltd.	2.93%	₹ 13.04	Port & Port Services
Tata Steel Ltd.	2.91%	₹ 12.97	Iron & Steel
Gujarat Mineral Development Corporation Ltd.	2.91%	₹ 12.97	Mining/Minerals
Cholamandalam Investment & Finance Co. Ltd.	2.91%	₹ 12.95	Non-Banking Financial Company (NBFC)
Ashok Leyland Ltd.	2.90%	₹ 12.89	Auto - LCVs/HCVs
Karur Vysya Bank Ltd.	2.89%	₹ 12.86	Finance - Banks - Private Sector
APL Apollo Tubes Ltd.	2.87%	₹ 12.77	Steel - Tubes/Pipes
JSW Steel Ltd.	2.86%	₹ 12.74	Iron & Steel
Nippon Life India Asset Management Ltd.	2.86%	₹ 12.74	Finance - Mutual Funds
FSN E-Commerce Ventures Ltd.	2.81%	₹ 12.50	E-Commerce/E-Retail
City Union Bank Ltd.	2.80%	₹ 12.48	Finance - Banks - Private Sector
Ujjivan Small Finance Bank Ltd.	2.80%	₹ 12.46	Finance - Banks - Private Sector
Navin Fluorine International Ltd.	2.76%	₹ 12.29	Chemicals - Others
National Aluminium Company Ltd.	2.74%	₹ 12.18	Aluminium
Hindalco Industries Ltd.	2.71%	₹ 12.08	Aluminium
Prime Focus Ltd.	2.70%	₹ 12.03	Entertainment & Media
Avanti Feeds Ltd.	2.70%	₹ 12	Animal/Shrimp Feed
Mahindra & Mahindra Financial Services Ltd.	2.62%	₹ 11.65	Non-Banking Financial Company (NBFC)
Manappuram Finance Ltd.	2.61%	₹ 11.60	Non-Banking Financial Company (NBFC)
Acutaas Chemicals Ltd.	2.06%	₹ 9.17	Pharmaceuticals
DCB Bank Ltd.	1.87%	₹ 8.33	Finance - Banks - Private Sector
Bajaj Consumer Care Ltd.	1.80%	₹ 8.01	Personal Care
Craftsman Automation Ltd.	1.74%	₹ 7.73	Engineering - General
JK Tyre & Industries Ltd.	1.71%	₹ 7.61	Tyres & Tubes
Net Receivable / Payable	0.98%	₹ 4.23	Others
364 Day Treasury Bills	0.07%	₹ 0.30	Others - Not Mentioned

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-5.47%	6.55%	-	-
Category returns	-3.54%	8.86%	6.81%	23.38%

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 ... Read more

AMC Details

Name

Union Asset Management Company Pvt. Ltd.

Date of Incorporation

23 Mar 2011

CEO

Mr. Madhukumar Nair

CIO

Mr. Harshad Patwardhan

Type

Bank Sponsored

Address

Unit No. 503, 5th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai, Maharashtra, India - 400059

Website

http://www.unionmf.com

[email protected]

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Tata Ethical Fund - Direct Plan Sector Direct	₹222.80	2.46%	32.81%	63.82%	₹3,715	0.71%	Very High
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Tata Digital India Fund - Direct Plan Sector Direct	₹47.27	-1.92%	32.70%	57.78%	₹9,896	0.54%	Very High
Tata Digital India Fund - Direct Plan Sector Direct	₹47.27	-1.92%	32.70%	57.78%	₹9,896	0.54%	Very High
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Top Funds from Union Asset Management Company Pvt. Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Union Balanced Advantage Fund Hybrid Regular	₹19.84	5.64%	28.91%	41.82%	₹1,305	2.16%	Very High
Union Balanced Advantage Fund - Direct Plan Hybrid Direct	₹20.57	1.93%	27.37%	43.75%	₹1,305	1.04%	Very High
Union Balanced Advantage Fund - Direct Plan Hybrid Direct	₹20.57	1.93%	27.37%	43.75%	₹1,305	1.04%	Very High
Union Equity Savings Fund - Direct Plan Hybrid Direct	₹17.60	5.26%	26.71%	39.24%	₹144	1.51%	Moderate
Union Equity Savings Fund - Direct Plan Hybrid Direct	₹17.60	5.26%	26.71%	39.24%	₹144	1.51%	Moderate
Union Equity Savings Fund - Direct Plan Hybrid Direct	₹17.60	5.26%	26.71%	39.24%	₹144	1.51%	Moderate
Union Equity Savings Fund Hybrid Regular	₹16.86	4.66%	24.80%	35.53%	₹144	1.93%	Moderate
Union Equity Savings Fund Hybrid Regular	₹16.86	4.66%	24.80%	35.53%	₹144	1.93%	Moderate
Union Equity Savings Fund Hybrid Regular	₹16.86	4.66%	24.80%	35.53%	₹144	1.93%	Moderate
Union Arbitrage Fund - Direct Plan Hybrid Direct	₹14.86	6.29%	23.99%	36.05%	₹276	0.36%	Low

FAQs

What is the current NAV of Union Active Momentum Fund Regular IDCW?

The current Net Asset Value (NAV) of Union Active Momentum Fund Regular IDCW is ₹8.30 as of 08 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Union Active Momentum Fund Regular IDCW?

The Assets Under Management (AUM) of Union Active Momentum Fund Regular IDCW is ₹445.02 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Union Active Momentum Fund Regular IDCW?

Union Active Momentum Fund Regular IDCW has delivered returns of 6.55% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Union Active Momentum Fund Regular IDCW?

Union Active Momentum Fund Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Union Active Momentum Fund Regular IDCW?

The minimum lumpsum investment required for Union Active Momentum Fund Regular IDCW is ₹1,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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