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45308
41236
Union Active Momentum Fund - Regular Growth
4.85
-1.12
3.75
4.24
2.67
-8.27
7
1.05
4.85
Union Active Momentum Fund - Regular (G)
1.05
4.85
1.04
3.5
1 Year
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  • NAV

    8.86

    15 May 2026

  • -0.45%

     1 Day

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  • ₹ 500

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 13.5%

    Expense Ratio

  • NA

     Rating

  • 440 Cr

    Fund Size

  • 1 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 15 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.85%
  • -8.27

By Holding By Sector By Asset
9.70%
4.93%
3.53%
3.06%
3.04%
75.74%
View All

  • -12.97Alpha
  • 6.50SD
  • 1.14Beta
  • -1.16Sharpe

Exit Load & Tax Implication

  • 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.

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 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

Fund Managers

Sanjay Bembalkar

Risk-o-meter

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Peer Comparison

  • Fund Name
View all schemes

41236
  • Fund Name

  • Address :
  • Unit 503, 5th Floor, Leeela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059
    • Contact :
    • +91022-67483300
    • Email ID :
    • investorcare@unionmf.com
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FAQs

Union Active Momentum Fund - Regular Growth has delivered -7.99% since inception

The NAV of Union Active Momentum Fund - Regular Growth is ₹8.9 as of 15 May 2026

The expense ratio of Union Active Momentum Fund - Regular Growth is 13.5 % as of 15 May 2026

The AUM of Union Active Momentum Fund - Regular Growth 440.27 CR as of 15 May 2026

The minimum SIP amount of Union Active Momentum Fund - Regular Growth is 500

The top stock holdings of Union Active Momentum Fund - Regular Growth are

  1. TREPS - 9.70%
  2. MTAR Technologie - 4.93%
  3. Multi Comm. Exc. - 3.53%
  4. Nippon Life Ind. - 3.06%
  5. Natl. Aluminium - 3.04%

The top sectors Union Active Momentum Fund - Regular Growth has invested in are

  1. - 0%
  2. - 0%

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