3 Year Returns
N/A
NAV (₹)
9.6400
1 Day NAV Change
-1.43%
Union Active Momentum Fund - Regular IDCW is a scheme from Union Mutual Fund AMC, launched on 19 Dec 2024 and currently managing ₹ 542.54 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹1000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Union Active Momentum Fund - Regular IDCW Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 1000 |
| AUM | ₹ 542.54 Cr |
| Expense Ratio | 3.99% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 19 Dec 2024 |
| Fund Age | 1 Yrs |
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.
Fund’s Investment 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
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹542.54 Cr
Cash Holdings
9.89%
Equity
90.2%
Cash
9.89%
Debt
0.21%
Other
0%
Union Active Momentum Fund - Regular IDCW Sector Holdings
Last Updated: 30 Sep 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 15.55% | ₹ 84.347 | |
| Pharmaceuticals | 15.12% | ₹ 82.027 | |
| Auto Ancillaries | 12.64% | ₹ 68.603 | |
| Chemicals | 7.46% | ₹ 40.476 | |
| Finance | 5.91% | ₹ 32.082 | |
| Cables | 5.74% | ₹ 31.134 | |
| Banks | 5.15% | ₹ 27.941 | |
| Packaging | 4.79% | ₹ 25.98 | |
| Healthcare | 4.75% | ₹ 25.782 | |
| Capital Goods-Non Electrical Equipment | 4.55% | ₹ 24.699 |
Union Active Momentum Fund - Regular IDCW Stock Holdings
Last Updated: 30 Sep 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| TREPS | 9.89% | ₹ 53.682 | Debt Others | |
| Welspun Corp | 4.11% | ₹ 22.28 | Capital Goods-Non Electrical Equipment | |
| Sansera Enginee. | 3.30% | ₹ 17.915 | Auto Ancillaries | |
| Avalon Tech | 3.05% | ₹ 16.549 | Consumer Durables | |
| IOL Chemicals | 3.03% | ₹ 16.432 | Pharmaceuticals | |
| Shilpa Medicare | 2.99% | ₹ 16.202 | Pharmaceuticals | |
| Laurus Labs | 2.82% | ₹ 15.3 | Pharmaceuticals | |
| Sona BLW Precis. | 2.80% | ₹ 15.168 | Auto Ancillaries | |
| C P C L | 2.79% | ₹ 15.153 | Refineries | |
| Sky Gold & Diam. | 2.78% | ₹ 15.089 | Diamond, Gems and Jewellery |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Union Mutual Fund
Funds Managed
32
Assets Managed
₹ 28,977.13 Cr
Contact Details
Registered Address
Unit 503, 5th Floor, Leeela BusinessPark, Andheri Kurla Road,Andheri (East), Mumbai - 400059
Managing Director
Rajkiran Rai G
Chief Executive Officer
Mr. G. Pradeep Kumar
Compliance Officer
Ms. Padmaja Shirke
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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