Union Active Momentum Fund Regular-Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 0.0% at 23 Dec 2025 09:48 AM
Fund Details
NAV 8.47
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.01
Fund Size(in Crores) 458.8
Fund Performance
1 Month 0.47%
3 Month -1.39%
6 Month -2.08%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.22%) Market Cap Large Cap 30.91 Mid Cap 25.32 Small Cap 39.99 Top Sectors Financial 24.76 Capital Goods 17.92 Services 10.85 Metals & Mining 10.1 Automobile 9.89 Healthcare 9.09 Consumer Staples 4.88 Chemicals 4.36 Energy 2.68 Materials 1.69 Top Holding CarTrade Tech 2.79 Anand Rathi Wealth 2.08 Radico Khaitan 2.66 Navin Fluorine International 2.61 Gabriel India 1.49 TD Power Systems 2.11 Adani Power 2.68 JSW Steel 2.69 Muthoot Finance 3.2 Cummins India 2.78 eClerx Services 2.25 L&T Fin 2.94 FSN E-Commerce Ventures 2.85 Syrma SGS Technology 2.53 HBL Engineering 2.88 Jayaswal Neco Industries 2.57 Canara Bank 2.96 Shaily Eng Plastics 1.69 One97 Communications 2.96 Maruti Suzuki India 2.83 TVS Motor Company 2.79 Cupid 2.22 RBL Bank 2.62 Bharat Electronics 2.64 Godawari Power And Ispat 2.11 GE Vernova T&D 2.53 MTAR Technologies 2.45 Acutaas Chemicals 1.9 Mahindra & Mahindra 2.78 Hindalco Industries 2.73 Pondy Oxides & Chemicals 1.75 Aditya Birla Capital 3.13 Indian Bank 2.75 Bajaj Finance 2.83 The South Indian Bank 2.25 Fortis Healthcare 2.64 Laurus Labs 2.86 Aster DM Healthcare 1.69
Debt & Others (3.78%) Sector Allocation Net Payables -0.27 Repo 3.9 Treasury Bills 0.15 Debt Credit Ratings Debt Category Others 3.63 Reserve Bank of India 0.15
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -4.54% Ret 1Y 16.69% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -4.54% Ret 1Y 16.69% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 1.58% Ret 1Y 14.39% Ret 3Y 20.19% Ret 5Y 18.73%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.74% Ret 1Y -3.9% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M 0.43% Ret 1Y 4.94% Ret 3Y 13.56% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.43%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
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
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) 46
Date of Incorporation 2024-12-19
Total AUM 2025-11-30
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.
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