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Home Mf Research Union Active Momentum Fund Regular Plan Growth
Union Mutual Fund

Mutual Fund Research

Union Active Momentum Fund - Regular Plan - Growth

Union Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,003.13 +0.31%
Two Week 2026-10-19 ₹1,000.00 ₹995.85 -0.41%
One Month 2026-10-05 ₹1,000.00 ₹971.66 -2.83%
Three Months 2026-08-05 ₹3,000.00 ₹2,914.36 -2.85%
Six Months 2026-05-07 ₹6,000.00 ₹6,039.17 +0.65%
One Year 2025-11-03 ₹12,000.00 ₹12,980.00 +8.17%
Since Inception 2024-12-19 ₹23,000.00 ₹25,063.50 +8.97%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Auto Components 13.74%
Pharmaceuticals & Biotechnology 13.64%
Industrial Products 10.96%
Other 9.59%
Chemicals & Petrochemicals 6.73%
Electrical Equipment 5.69%
Consumer Durables 5.09%
Banks 4.64%
Healthcare Services 4.29%
Petroleum Products 2.79%
Finance 2.69%
Automobiles 2.69%
IT - Services 2.66%
Capital Markets 2.64%
Beverages 2.56%
Retailing 2.53%
Agricultural Food & Other Products 2.37%
Aerospace & Defense 2.27%
Power 2.22%
Sovereign 0.21%

Top Holdings

Company-wise portfolio exposure

Welspun Corp Ltd. 4.11%
Sansera Engineering Ltd. 3.30%
Avalon Technologies Ltd. 3.05%
IOL Chemicals and Pharmaceuticals Ltd. 3.03%
Shilpa Medicare Ltd. 2.99%
Laurus Labs Ltd. 2.82%
Sona Blw Precision Forgings Ltd. 2.80%
Chennai Petroleum Corporation Ltd. 2.79%
SKY Gold & Diamonds Ltd. 2.78%
Tourism Finance Corporation of India Ltd. 2.69%
Ather Energy Ltd. 2.69%
Navin Fluorine International Ltd. 2.68%
Craftsman Automation Ltd. 2.67%
E2E Networks Ltd. 2.66%
Diamond Power Infrastructure Ltd. 2.64%
AnandRathi Wealth Ltd. 2.64%
Belrise Industries Ltd. 2.64%
Radico Khaitan Ltd. 2.56%
Apollo Hospitals Enterprise Ltd. 2.54%
R R Kabel Ltd. 2.53%
FSN E-Commerce Ventures Ltd. 2.53%
Inox India Ltd. 2.48%
Torrent Pharmaceuticals Ltd. 2.44%
Marico Ltd. 2.37%
Sai Life Sciences Ltd. 2.36%
The Federal Bank Ltd. 2.35%
Himadri Speciality Chemical Ltd. 2.34%
Bharat Forge Ltd. 2.33%
Shaily Engineering Plastics Ltd. 2.31%
The Karnataka Bank Ltd. 2.29%
Astra Microwave Products Ltd. 2.27%
Adani Energy Solutions Ltd. 2.22%
Garware Hi-Tech Films Ltd. 1.84%
Aster DM Quality Care Ltd. 1.75%
Aether Industries Ltd. 1.71%
91 Day Treasury Bills 0.11%
91 Day Treasury Bills 0.10%
TREPS 9.89%
Net Receivable / Payable -0.30%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
19.26%
Return volatility
β
Beta
1
Benchmark sensitivity
S
Sharpe Ratio
-0.15
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Union Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Union Gold ETF Fund Of Fund - Regular Plan - Growth 11.86% 0.00% 29.91%
Union Small Cap Fund - Regular Plan - Growth 11.38% 13.15% 14.91%
Union Active Momentum Fund - Regular Plan - Growth 11.16% 0.00% -2.38%
Union Liquid Fund - Regular Plan - Growth 6.38% 6.81% 6.69%
Union Arbitrage Fund - Regular Plan - Growth 6.17% 6.54% 5.54%
Union Money Market Fund - Regular Plan - Growth 5.95% 6.39% 5.66%
Union Overnight Fund - Regular Plan - Growth 5.16% 5.90% 5.01%
Union Ultra Short To Short Term Fund - Regular Plan - Growth 4.63% 0.00% 4.81%
Union Innovation And Opportunities Fund - Regular Plan - Growth 4.60% 16.56% 14.81%
Union Income Plus Arbitrage Active FOF - Regular Plan - Growth 3.66% 0.00% 3.35%

Returns are historical and do not guarantee future performance.

View All Union Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
3.99%
Expense Ratio (Direct)
2.61%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 Index (TRI)

Exit Load

Charges that may apply when you redeem units

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.
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