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Union Active Momentum Fund
Regular
Direct
1 Year Absolute Returns
11.12% ↑
NAV (₹) on 23 Jun 2026
9.69
1 Day NAV Change
-0.10%
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
₹ 474.55 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
2.39%
Scheme Type
Open Ended
Exit Load
1%
Asset Allocation
AUM
₹ 474.55 Cr
Equity
468.43%
Debt
0.43%
Money Market & Cash
28.44%
Other Assets & Liabilities
3.61%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Pharmaceuticals | 12.46% |
| Aerospace & Defense | 5.95% |
| Engines | 5.21% |
| Power - Transmission/Equipment | 5.17% |
| Exchange Platform | 4.83% |
| Aluminium | 4.64% |
| Treps/Reverse Repo | 4.38% |
| Finance - Mutual Funds | 4.32% |
| Steel - Sponge Iron | 4.10% |
| Infrastructure - General | 2.94% |
| Iron & Steel | 2.59% |
| Personal Care | 2.59% |
| Engineering - Heavy | 2.55% |
| Power - Generation/Distribution | 2.54% |
| Electric Equipment - Switchgear/Circuit Breaker | 2.54% |
| Chemicals - Others | 2.50% |
| Engineering - General | 2.47% |
| Electronics - Equipment/Components | 2.38% |
| Telecom Cables | 2.31% |
| Steel - General | 2.26% |
| Finance & Investments | 2.24% |
| Finance - Banks - Public Sector | 2.23% |
| Electrodes - Graphite | 2.23% |
| Mining/Minerals | 2.22% |
| Chemicals - Speciality | 2.21% |
| Finance - Banks - Private Sector | 2.16% |
| Animal/Shrimp Feed | 2.08% |
| Textiles - Spinning - Cotton Blended | 1.81% |
| Edible Oils & Solvent Extraction | 1.61% |
| Copper/Copper Alloys Products | 1.56% |
| Pumps | 1.21% |
| Others - Not Mentioned | 0.06% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| TREPS | 9.70% | ₹ 42.69 | Others |
| MTAR technologies Ltd. | 4.93% | ₹ 21.70 | Aerospace & Defense |
| Multi Commodity Exchange of India Ltd. | 3.53% | ₹ 15.56 | Exchange Platform |
| Nippon Life India Asset Management Ltd. | 3.06% | ₹ 13.48 | Finance - Mutual Funds |
| National Aluminium Company Ltd. | 3.04% | ₹ 13.36 | Aluminium |
| Jindal Steel Ltd. | 3.00% | ₹ 13.20 | Steel - Sponge Iron |
| Avanti Feeds Ltd. | 2.86% | ₹ 12.58 | Animal/Shrimp Feed |
| The Federal Bank Ltd. | 2.86% | ₹ 12.61 | Finance - Banks - Private Sector |
| Axis Bank Ltd. | 2.73% | ₹ 12.01 | Finance - Banks - Private Sector |
| Ujjivan Small Finance Bank Ltd. | 2.70% | ₹ 11.90 | Finance - Banks - Private Sector |
| Indian Bank | 2.67% | ₹ 11.74 | Finance - Banks - Public Sector |
| Shriram Finance Ltd. | 2.63% | ₹ 11.56 | Non-Banking Financial Company (NBFC) |
| Net Receivable / Payable | 2.63% | ₹ 11.63 | Others |
| Gujarat Mineral Development Corporation Ltd. | 2.58% | ₹ 11.34 | Mining/Minerals |
| Navin Fluorine International Ltd. | 2.54% | ₹ 11.16 | Chemicals - Others |
| APL Apollo Tubes Ltd. | 2.41% | ₹ 10.62 | Steel - Tubes/Pipes |
| Hindalco Industries Ltd. | 2.39% | ₹ 10.52 | Aluminium |
| Bajaj Consumer Care Ltd. | 2.23% | ₹ 9.83 | Personal Care |
| Ashok Leyland Ltd. | 2.19% | ₹ 9.65 | Auto - LCVs/HCVs |
| Adani Ports and Special Economic Zone Ltd. | 2.17% | ₹ 9.55 | Port & Port Services |
| Tata Steel Ltd. | 2.14% | ₹ 9.41 | Iron & Steel |
| City Union Bank Ltd. | 1.87% | ₹ 8.22 | Finance - Banks - Private Sector |
| JSW Steel Ltd. | 1.87% | ₹ 8.24 | Iron & Steel |
| DCB Bank Ltd. | 1.86% | ₹ 8.18 | Finance - Banks - Private Sector |
| Sai Life Sciences Ltd. | 1.37% | ₹ 6.04 | Pharmaceuticals |
| AU Small Finance Bank Ltd. | 1.31% | ₹ 5.77 | Finance - Banks - Private Sector |
| Acutaas Chemicals Ltd. | 1.25% | ₹ 5.51 | Pharmaceuticals |
| Prime Focus Ltd. | 1.13% | ₹ 4.96 | Entertainment & Media |
| Aditya Birla Sun Life Amc Ltd. | 1.07% | ₹ 4.70 | Finance - Mutual Funds |
| Hitachi Energy India Ltd. | 0.90% | ₹ 3.96 | Electric Equipment - Switchgear/Circuit Breaker |
| Apar Industries Ltd. | 0.89% | ₹ 3.91 | Chemicals - Speciality |
| Sterlite Technologies Ltd. | 0.89% | ₹ 3.93 | Telecom Cables |
| Data Patterns (India) Ltd. | 0.88% | ₹ 3.88 | Aerospace & Defense |
| AnandRathi Wealth Ltd. | 0.88% | ₹ 3.88 | Finance & Investments |
| Glenmark Pharmaceuticals Ltd. | 0.88% | ₹ 3.89 | Pharmaceuticals |
| BSE Ltd. | 0.88% | ₹ 3.89 | Exchange Platform |
| Adani Power Ltd. | 0.88% | ₹ 3.88 | Power - Generation/Distribution |
| Cummins India Ltd. | 0.88% | ₹ 3.86 | Engines |
| Laurus Labs Ltd. | 0.87% | ₹ 3.84 | Pharmaceuticals |
| Bank of Maharashtra | 0.87% | ₹ 3.82 | Finance - Banks - Public Sector |
| Titan Company Ltd. | 0.87% | ₹ 3.81 | Gems, Jewellery & Precious Metals |
| Gallantt Ispat Ltd. | 0.87% | ₹ 3.84 | Steel - Sponge Iron |
| GE Vernova T&D India Ltd. | 0.87% | ₹ 3.81 | Power - Transmission/Equipment |
| Steel Authority of India Ltd. | 0.87% | ₹ 3.84 | Iron & Steel |
| Kirloskar Oil Engines Ltd. | 0.87% | ₹ 3.85 | Engines |
| Syrma SGS Technology Ltd. | 0.86% | ₹ 3.79 | Electronics - Equipment/Components |
| Graphite India Ltd. | 0.84% | ₹ 3.69 | Electrodes - Graphite |
| Adani Energy Solutions Ltd. | 0.82% | ₹ 3.62 | Power - Transmission/Equipment |
| Aeroflex Industries Ltd. | 0.80% | ₹ 3.51 | Steel - General |
| Bliss GVS Pharma Ltd. | 0.77% | ₹ 3.40 | Pharmaceuticals |
| Sansera Engineering Ltd. | 0.77% | ₹ 3.40 | Engineering - General |
| Granules India Ltd. | 0.75% | ₹ 3.29 | Pharmaceuticals |
| TD Power Systems Ltd. | 0.68% | ₹ 3.01 | Engineering - Heavy |
| Gokul Agro Resources Ltd. | 0.64% | ₹ 2.80 | Edible Oils & Solvent Extraction |
| Vardhman Textiles Ltd. | 0.64% | ₹ 2.83 | Textiles - Spinning - Cotton Blended |
| KSB Ltd. | 0.62% | ₹ 2.73 | Pumps |
| Precision Wires India Ltd. | 0.60% | ₹ 2.62 | Copper/Copper Alloys Products |
| GE Power India Ltd. | 0.37% | ₹ 1.64 | Infrastructure - General |
| 364 Day Treasury Bills | 0.07% | ₹ 0.30 | Others - Not Mentioned |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 13.20% | 11.12% | - | - |
| Category returns | 2.75% | 6.12% | 7.36% | 22.15% |
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
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹39.61 | 207.54% | 342.27% | 0.00% | ₹1,256 | 0.85% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹39.61 | 207.54% | 342.27% | 0.00% | ₹1,256 | 0.85% |
Very High
|
|
Nippon India Taiwan Equity fund - Direct Plan
Sector
Direct
|
₹39.61 | 207.54% | 342.27% | 0.00% | ₹1,256 | 0.85% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹37.09 | 203.36% | 324.28% | 0.00% | ₹1,256 | 2.15% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹37.09 | 203.36% | 324.28% | 0.00% | ₹1,256 | 2.15% |
Very High
|
|
Nippon India Taiwan Equity Fund
Sector
Regular
|
₹37.09 | 203.36% | 324.28% | 0.00% | ₹1,256 | 2.15% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.69 | 15.58% | 205.84% | 0.00% | ₹9,724 | 0.83% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.69 | 15.58% | 205.84% | 0.00% | ₹9,724 | 0.83% |
Very High
|
|
HDFC Defence Fund - Direct Plan
Sector
Direct
|
₹30.69 | 15.58% | 205.84% | 0.00% | ₹9,724 | 0.83% |
Very High
|
|
HDFC Defence Fund
Sector
Regular
|
₹29.66 | 14.42% | 195.79% | 0.00% | ₹9,724 | 1.75% |
Very High
|
Top Funds from Union Asset Management Company Pvt. Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Union Small Cap Fund - Direct Plan
Diversified
Direct
|
₹63.23 | 20.88% | 77.86% | 144.13% | ₹2,094 | 0.96% |
Very High
|
|
Union Midcap Fund - Direct Plan
MidsmallCap
Direct
|
₹55.79 | 10.91% | 74.18% | 131.59% | ₹1,771 | 0.80% |
Very High
|
|
Union Midcap Fund - Direct Plan
MidsmallCap
Direct
|
₹55.79 | 10.91% | 74.18% | 131.59% | ₹1,771 | 0.80% |
Very High
|
|
Union Midcap Fund - Direct Plan
MidsmallCap
Direct
|
₹55.79 | 10.91% | 74.18% | 131.59% | ₹1,771 | 0.80% |
Very High
|
|
Union Small Cap Fund
Diversified
Regular
|
₹56.67 | 19.51% | 71.73% | 131.31% | ₹2,094 | 2.04% |
Very High
|
|
Union Midcap Fund
MidsmallCap
Regular
|
₹51.20 | 9.45% | 66.94% | 115.58% | ₹1,771 | 2.06% |
Very High
|
|
Union Midcap Fund
MidsmallCap
Regular
|
₹51.20 | 9.45% | 66.94% | 115.58% | ₹1,771 | 2.06% |
Very High
|
|
Union Midcap Fund
MidsmallCap
Regular
|
₹51.20 | 9.45% | 66.94% | 115.58% | ₹1,771 | 2.06% |
Very High
|
|
Union Multicap Fund - Direct Plan
Balanced
Direct
|
₹17.65 | 10.31% | 64.65% | 0.00% | ₹1,357 | 1.00% |
Very High
|
|
Union Multicap Fund - Direct Plan
Balanced
Direct
|
₹17.65 | 10.31% | 64.65% | 0.00% | ₹1,357 | 1.00% |
Very High
|
FAQs
What is the current NAV of Union Active Momentum Fund Regular IDCW-Reinvestment?
The current Net Asset Value (NAV) of Union Active Momentum Fund Regular IDCW-Reinvestment is ₹9.69 as of 23 Jun 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-Reinvestment?
The Assets Under Management (AUM) of Union Active Momentum Fund Regular IDCW-Reinvestment is ₹474.55 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-Reinvestment?
Union Active Momentum Fund Regular IDCW-Reinvestment has delivered returns of 11.12% (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-Reinvestment?
Union Active Momentum Fund Regular IDCW-Reinvestment 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-Reinvestment?
The minimum lumpsum investment required for Union Active Momentum Fund Regular IDCW-Reinvestment 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.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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