Union Active Momentum Fund - Growth - Regular Plan

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  • (-0.24%)Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 beselected, weighted and rebalanced using proprietary screens.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 11.87 23.42 36.31 1.63 23,859.65
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 2.57 22.82 34.61 1.86 5,629.27
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 15.08 27.59 34.04 1.81 5,517.19
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.99 11.59 21.97 1.95 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -2.34 28.51 34.25 1.80 4,650.81

Fund Holdings as on 28-February-2025

  • TREPS

  • Net Receivable / Payable

  • Fortis Healthcare Ltd.

  • The Indian Hotels Company Ltd.

  • Dixon Technologies (India) Ltd.

  • Kfin Technologies Ltd.

  • PB Fintech Ltd.

  • PG Electroplast Ltd.

  • Amber Enterprises India Ltd.

  • Piramal Pharma Ltd.

  • HDFC Bank Ltd.

  • Eicher Motors Ltd.

  • Interglobe Aviation Ltd.

  • Coforge Ltd.

  • Bajaj Finance Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • Lupin Ltd.

  • Trent Ltd.

  • Mankind Pharma Ltd.

  • Page Industries Ltd.

  • Persistent Systems Ltd.

  • Greaves Cotton Ltd.

  • Max Healthcare Institute Ltd.

  • Firstsource Solutions Ltd.

  • ICICI Bank Ltd.

  • Laurus Labs Ltd.

  • Muthoot Finance Ltd.

  • Divi's Laboratories Ltd.

  • Hitachi Energy India Ltd.

  • Bharti Airtel Ltd.

  • Zen Technologies Ltd.

  • Jubilant Foodworks Ltd.

  • SRF Ltd.

  • Zensar Technologies Ltd.

  • Mahindra & Mahindra Ltd.

  • Info Edge (India) Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Wipro Ltd.

  • Tech Mahindra Ltd.

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.

  • BSE Ltd.

  • Blue Star Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Triveni Turbine Ltd.

  • VA Tech Wabag Ltd.

  • Redington Ltd.

  • Bharti Hexacom Ltd.

  • Anant Raj Ltd.

  • Lloyds Metals And Energy Ltd.

  • Shree Cement Ltd.

  • 182 Day Treasury Bills

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  • Miscellaneous

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Bank - Private

  • Air Conditioners

  • BPO/ITeS

  • Chemicals

  • Telecommunication - Service Provider

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Depository Services

  • Fintech

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Airlines

  • Ship Building

  • Retailing

  • Textile

  • Diesel Engines

  • Electric Equipment

  • Defence

  • Consumer Food

  • Automobiles - Passenger Cars

  • Finance - Stock Broking

  • Fertilizers

  • Finance - Others

  • Engineering - Industrial Equipments

  • Environmental Services

  • Trading

  • Construction - Real Estate

  • Steel/Sponge Iron/Pig Iron

  • Cement & Construction Materials

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  • Cash

  • Equity

  • Sov

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About Union Active Momentum Fund

Scheme Analysis

Union Active Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Union Mutual Fund. It was launched on 19-Dec-2024 and currently has an AUM of ₹357.92 crore. Union Active Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Union Active Momentum Fund ended down ₹-0.02(-0.24%)yesterday to ₹8.21.

Among its top 3 holdings the fund has exposure to TREPS, and

The Union Active Momentum Fund is managed by Sanjay Bembalkar and Gaurav Chopra.

Fund House Contact

Unit 503, 5 Floor, Leela Business Park, Andheri Kurla Road, Andheri (East) Mumbai - 400059

022-6748 3300
022- 6748 3400/3401/3402