45310
41236
Union Active Momentum Fund - Direct (G)
8.85
2.10
3.02
5.73
7.96
-5.55
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/UNIMF-1_0.png
7
1.09
8.85
Union Active Momentum Fund - Direct (G)
1.07
7.36
1.04
3.5
1 Year
Union Active Momentum Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
9.22
22 May 2026
-
0.55%
1 Day
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 500
Min SIP -
₹ 1000
Min Lumpsum -
12.18%
Expense Ratio -
440 Cr
Fund Size -
1 Years
Fund Age
Returns and Ranks ( as on 22 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 8.85%
- -5.55
- -11.63Alpha
- 6.52SD
- 1.14Beta
- -1.10Sharpe
- 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.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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
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- Address :
- Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
-
- Contact :
- +91022-67483300
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- Email ID :
- investorcare@unionmf.com
Other Calculators
FAQs
Union Active Momentum Fund - Direct (G) has delivered 0.00% since inception
The NAV of Union Active Momentum Fund - Direct (G) is ₹10.02 as of 22 May 2026
The expense ratio of Union Active Momentum Fund - Direct (G) is 12.18 % as of 22 May 2026
The AUM of Union Active Momentum Fund - Direct (G) 0 CR as of 22 May 2026
The minimum SIP amount of Union Active Momentum Fund - Direct (G) is 500
The top stock holdings of Union Active Momentum Fund - Direct (G) are
- TREPS - 9.70%
- MTAR Technologie - 4.93%
- Multi Comm. Exc. - 3.53%
- Nippon Life Ind. - 3.06%
- Natl. Aluminium - 3.04%
The top sectors Union Active Momentum Fund - Direct (G) has invested in are
- - 0%