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Union Active Momentum Fund Regular-Growth
Equity, Thematic, Principal at very high risk
1 Year Return 7.92%
Fund Details
NAV 8.58
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount 500.0
Fund Age(Year) 1.17
Fund Size 436.12
Fund Performance
1 Month 0.11%
3 Month -1.49%
6 Month 0.11%
1 Year 7.92%
3 Year 0.0%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.42%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Gaurav Chopra
Education Mr. Chopra has done B.Com, Chartered Accountant and CFA (Level III cleared)
Experience Prior to joining Union Mutual Fund, he was associated with Centrum Portfolio Management Services- Centrum Broking Ltd., Barclays Wealth Trustees (India) Pvt. Ltd. and Sharp & Tanan Associates
Sanjay Bembalkar
Education Mr. Bembalkar has done B.Com, M.Sc. (Accounting and Finance), ACA, CFA Charterholder.
Experience Prior to joining Union Mutual Fund, he has worked with Canara Robeco Asset Management Company Ltd, LIC Mutual Fund, Quantum Advisors Pvt. Ltd and Autonomous Research LLP
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 34
Date of Incorporation 2024-12-19
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.15%) Market Cap Large Cap 45.49 Mid Cap 31.06 Small Cap 17.6 Top Sectors Financial 41.71 Automobile 12.34 Metals & Mining 11.25 Services 10.16 Construction 5.23 Consumer Discretionary 2.83 Chemicals 2.75 Insurance 2.71 Healthcare 2.66 Capital Goods 2.51 Top Holding Navin Fluorine International 2.75 Titan Company 2.83 Ashapura Minechem 1.22 Eicher Motors 2.71 Pricol 1.25 Muthoot Finance 2.75 Cummins India 2.51 eClerx Services 1.99 The Federal Bank 2.97 L&T Fin 2.75 Prime Focus 2.44 GMR Airports 2.53 Larsen & Toubro 2.7 National Aluminium Company 3.63 Canara Bank 2.75 Vedanta 3.26 One97 Communications 2.38 Maruti Suzuki India 2.46 TVS Motor Company 2.8 Mahindra & Mahindra Financial Services 2.68 Manappuram Finance 2.52 Max Financial Services 2.64 Bajaj Finserv 2.67 Axis Bank 3.11 City Union Bank 2.82 Hindalco Industries 3.14 Aditya Birla Capital 2.67 Ashok Leyland 3.12 MCX 3.35 AU Small Finance Bank 2.8 The South Indian Bank 2.61 Shriram Finance 3.3 Laurus Labs 2.66 SBI Life Insurance Company 2.71 Cholamandalam Investment and Finance Company 2.67
Debt & Others (5.8500000000000005%) Sector Allocation Net Payables -0.59 Repo 6.37 Treasury Bills 0.07 Debt Credit Ratings Debt Category Others 5.78 Reserve Bank of India 0.07
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