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Union Active Momentum Fund
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
1%
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% |
| Aerospace & Defense | 2.95% |
| Exchange Platform | 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% |
| Animal/Shrimp Feed | 2.70% |
| Entertainment & Media | 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% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| Indian Bank | 3.15% | ₹ 14.01 | Finance - Banks - Public Sector |
| Jindal Steel Ltd. | 3.09% | ₹ 13.77 | Steel - Sponge Iron |
| TREPS | 3.09% | ₹ 13.76 | Others |
| Shriram Finance Ltd. | 3.07% | ₹ 13.66 | Non-Banking Financial Company (NBFC) |
| Bank of India | 3.06% | ₹ 13.61 | Finance - Banks - Public Sector |
| Bharat Petroleum Corporation Ltd. | 3.05% | ₹ 13.59 | Refineries |
| State Bank of India | 3.05% | ₹ 13.59 | Finance - Banks - Public Sector |
| 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 |
| Cholamandalam Investment & Finance Co. Ltd. | 2.91% | ₹ 12.95 | Non-Banking Financial Company (NBFC) |
| Gujarat Mineral Development Corporation Ltd. | 2.91% | ₹ 12.97 | Mining/Minerals |
| 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 |
| Nippon Life India Asset Management Ltd. | 2.86% | ₹ 12.74 | Finance - Mutual Funds |
| JSW Steel Ltd. | 2.86% | ₹ 12.74 | Iron & Steel |
| FSN E-Commerce Ventures Ltd. | 2.81% | ₹ 12.50 | E-Commerce/E-Retail |
| Ujjivan Small Finance Bank Ltd. | 2.80% | ₹ 12.46 | Finance - Banks - Private Sector |
| City Union Bank Ltd. | 2.80% | ₹ 12.48 | 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 |
| Avanti Feeds Ltd. | 2.70% | ₹ 12 | Animal/Shrimp Feed |
| Prime Focus Ltd. | 2.70% | ₹ 12.03 | Entertainment & Media |
| 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 |
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
Top Funds from Equity - Sectoral/Thematic
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Risk Meter
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Tata Ethical Fund - Direct Plan
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₹222.80 | 2.46% | 32.81% | 63.82% | ₹3,715 | 0.71% |
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HDFC Housing Opportunities Fund
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₹15.14 | 6.36% | 32.81% | 42.35% | ₹1,272 | 2.23% |
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HDFC Housing Opportunities Fund
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₹15.14 | 6.36% | 32.81% | 42.35% | ₹1,272 | 2.23% |
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Tata Digital India Fund - Direct Plan
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₹47.27 | -1.92% | 32.70% | 57.78% | ₹9,896 | 0.54% |
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Tata Digital India Fund - Direct Plan
Sector
Direct
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₹47.27 | -1.92% | 32.70% | 57.78% | ₹9,896 | 0.54% |
Very High
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Tata Digital India Fund - Direct Plan
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₹47.27 | -1.92% | 32.70% | 57.78% | ₹9,896 | 0.54% |
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Mirae Asset Great Consumer Fund - Direct Plan
Diversified
Direct
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₹61.99 | 4.80% | 32.59% | 47.33% | ₹4,473 | 0.44% |
Very High
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Mirae Asset Great Consumer Fund - Direct Plan
Diversified
Direct
|
₹61.99 | 4.80% | 32.59% | 47.33% | ₹4,473 | 0.44% |
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 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-Reinvestment?
The current Net Asset Value (NAV) of Union Active Momentum Fund Regular IDCW-Reinvestment 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-Reinvestment?
The Assets Under Management (AUM) of Union Active Momentum Fund Regular IDCW-Reinvestment 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-Reinvestment?
Union Active Momentum Fund Regular IDCW-Reinvestment 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-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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